上传 BOM
要直接上传现有 BOM 数据文件，请选择 Upload BOM 命令，浏览并选择合适的 BOM 数据文件，然后在 Upload BOM 窗口中输入或修改其详细信息（以及可选的目标存储文件夹），最后选择 
以确认。 或者，可以将 BOM 数据文件拖放到 Upload BOM 卡片上，或从 Design Portal 视图的 New 菜单上传。 
在所有情况下，BOM Portal 会自动解析数据文件，以创建带有高级供应商数据的标准化格式。
界面可接受常见 CSV/XLS 格式的 BOM 列表，且包含的组件零件信息仅需基本字段，如 Designator、Quantity、Manufacturer 与 Manufacturer Part Number——超出该基本层级的制造商零件数据也会被识别并纳入。上传的 BOM 数据文件可以由任何系统创建，因此不绑定到特定流程或软件。
将 CSV/XML 格式的 BOM 数据文件作为项目实体上传到工作区，并通过 BOM Portal 进行访问。
BOM From Design
除了上传通用 BOM 数据文件外，还可以使用 BOM Portal 的 BOM from Design 命令从现有设计项目创建 BOM 项目条目。该过程可选择从项目的可用设计变量或项目发布版本创建托管 BOM 文档。
工作区还提供多个其他位置和选项菜单，可从选定的设计项目或其发布数据创建托管 BOM：
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在 BOM Portal 视图中，从项目条目的省略号选项菜单中选择 Create Managed BOM，选择所需的项目变体，并指定 BOM 名称以及（可选）父存储文件夹（Change）。
点击查看完整尺寸。
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在 Design Portal 视图中，可以从项目条目的省略号选项菜单（如上所述）选择 Create Managed BOM，或从所选项目的顶部选项菜单中选择。
点击查看完整尺寸。
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当设计项目在 Web Viewer 的 Design 视图中打开时，从顶部省略号菜单（
）选项中选择 Create Managed BOM。
点击查看完整尺寸。
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当设计项目在 Web Viewer 的 Releases 视图中打开时，从发布条目的省略号选项菜单中选择 Create Managed BOM。
点击查看完整尺寸。
从工作区项目创建的托管 BOM 文档会与其源项目建立双向导航链接：
点击 Source Project，直接打开该 BOM 的来源项目。
直接打开由所选项目派生的子 BOM 文档。
设计项目与由其创建的托管 BOM 之间的链接会在 BOM 创建过程中自动生成，它使得可以将源项目的组件数据同步到其关联的托管 BOM。该 Project–BOM 链接本身是一个托管 BOM 的项目参数，可通过工作区的 Edit Project窗口访问——参见该窗口 Advanced 部分下的 Project 条目。
合并 BOM
主页面： 合并 BOM
BOM Portal 还通过 Consolidated BOM 功能提供一组面向采购的高级能力，该功能允许将多个 BOM 和/或发布包合并为一个可用于下单的 BOM 文档。
合并 BOM 会自动合并相同的元件，生成适用于多块 PCB 的系统级 BOM；你可以按单板或整体调整订购数量；对相似但等效的零件可手动合并为一个可采购的零件。最终形成的 BOM 订单文档易于针对批量订购进行优化，从而利用有利的阶梯价格。
新的 Consolidated BOM 可通过 BOM Portal 的 Consolidated BOM 选项创建，方法是在 Select BOM sources to Consolidate 窗口中添加多个设计项目、托管 BOM 或其发布版本，该窗口可通过 
按钮打开。在 Select BOM sources to Consolidate 窗口中展开可用的设计项目、托管 BOM 和发布版本的层级结构，按需启用对应的复选框，然后点击 
按钮确认。 
面向采购的 Consolidated BOM 文档支持多个 BOM 数据源，并具备合并等效组件和调整采购数量的能力。
请参阅 Consolidated BOM 页面以获取详细信息。
BOM 协同设计
BOM 协同设计是通过 Altium Designer 提供的 BOM 数据协作功能，支持设计侧的 ActiveBOM 文档与工作区侧对应的托管 BOM 文档之间的双向交互。该功能通过允许审核并接受工作区（采购）侧对 BOM 的变更，完成设计（ECAD）与采购（工作区）域之间的协作闭环。
该能力在 Altium Designer 的 ActiveBOM 文档中通过属性面板提供，前提是该 ActiveBOM 已与工作区中的 BOM 文档建立链接（见上文说明）。在实践中，这通常是从包含 ActiveBOM 文档的设计项目创建的托管 BOM。设计侧的 ActiveBOM 可通过接受对应工作区托管 BOM 中检测到的变更来更新；反之，托管 BOM 也可通过接受源设计项目中的检测到的变更（例如修订过的 ActiveBOM）来更新。
请参阅 Altium Designer BOM CoDesign 页面了解该功能的更多信息。
更新项目 BOM
当在 BOM Portal 中打开一个从项目创建的托管 BOM 时，系统会自动检测源项目是否已更新（即在 Altium Designer 中发布了新的修订）。此时通知横幅将提供选项，用于立即更新托管 BOM，或先执行源项目 BOM 比较，以在更新前检查详细差异。
选择 Compare Changes 链接，以在当前（新）与上一版源项目提交数据之间执行 BOM 比较。 
更多信息参见设计数据比较页面中的 BOM Comparison。
选择 Update BOM 链接，将现有的托管 BOM 数据更新到源项目的新数据。
Managed BOM 的访问
上传或创建的托管 BOM 文档会被添加到 BOM Portal 列表中。该条目将包含 BOM Health 评分和订单价格 Price 列数据，并通过关联的省略号选项菜单（
）提供一组标准文件管理功能，如 Share、Move、Edit、Clone 和 Remove（移至 Trash）。门户的平铺视图还提供 Price per BOM 和Batch Size 信息。 
点击 BOM 条目的名称，或从 菜单中选择 Open 选项即可打开 BOM 文档。初始 BOM 数据会被分析以验证其有效性，参数数据会被映射，制造商零件号会匹配到适当的供应商零件，并记录任何零件适用性问题作为错误或警告。详细信息请参阅以下章节。
如果您的工作区订阅或试用期已过期，现有的托管 BOM 文档仍会在 Projects 视图中以只读形式保留。它们只能打开进行查看，但仍可执行非编辑操作。
参数数据映射
BOM Portal 界面提供对导入的 BOM 参数项分组到标准数据列的自动与手动映射能力，例如Name 、Designator 、Description等。其他常见参数名称（如 RefDes 、Manufacturer 和 Part Number）也会被识别并预映射。
当 BOM 中存在基础制造商 Manufacturer和制造商零件号 Manufacturer Part Number 条目（或这些名称的常见变体）时，系统会尝试自动映射所有参数，否则将调用手动映射流程。请注意，此操作可随时通过 BOM 的选项菜单（
）中的 Remap 功能手动执行。参数映射过程通过 Map Columns 窗口完成——按照下方所示的步骤，通过选择匹配的数据列（或跳过不存在的列）来完成映射。
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BOM Portal 的自动映射具备一定学习能力：若系统再次遇到与此前导入 BOM 相同的参数集合，将自动复用之前的映射，即使原始 BOM 文件已被移除。
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成功映射导入 BOM 的最少参数要求为 Designator 与 Part Number——在这种情况下，Quantity 将从 Designator 引用自动计算。 
不过，绝对最小要求仅为 Manufacturer Part Number，此时对应的 Quantity 将被设置为默认值 1。 
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导入 BOM 中任何空白的 Description 或 Manufacturer（MFR）参数，将由 BOM Portal 自动补充数据。
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如果导入 BOM 数据中不包含 Description 或 Manufacturer 参数列，则它们不会包含在托管 BOM 中。不过，这些列可在后续添加并重新映射，从而自动填充描述 Description 与制造商 MFR 数据。
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若源数据中包含目标价格，则在上传或创建的 BOM 中会予以保留。默认情况下，如果该数值大于当前供应商解决方案的单价 Unit Price，将触发“目标价格未达成”的 BOM 报告警告。 
目标价格 Target Price 参数可编辑，亦可在启用 BOM 设置中的 Target Price 选项后，使用 Set Target Price to Actual Price 命令，将单个（或全部）条目强制设置为当前解决方案的单价 Unit Price 。
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你可以随时使用 菜单中的 Remap 选项，重新进行 BOM 参数映射分配。
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托管 BOM 包含作为静态 Releases 的数据快照：在 BOM 初次创建或上传时自动生成，并在完成数据映射后再次生成。之后可随时通过 菜单中的 Release BOM 选项生成新的 Releases。详见 BOM Release Management。
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如需移除当前 BOM 的访问，请在 菜单中选择 Remove 选项。BOM 文件将被移至 Workspace Trash。相关功能详见 Edit, Move and Clone。
来源的制造商与供应商数据
主页面： Manufacturer and Supplier Data
在导入的 BOM 数据完成映射后，系统会分析各元件条目，并从 Altium 启用的零件数据源获取关键零件信息。来源的制造商与供应商数据将以附加列形式提供，包含制造与采购适配性信息，如生命周期、标准合规性、数据手册链接、先进定价数据、库存水平与交期等。
每个条目的当前采购解决方案会在 BOM 的 Order List 条目中汇总显示（且可编辑），该条目在 Main View 与 Supply Chain 视图中均可用，具体取决于列显示偏好。作为数据源被启用的供应商集合由当前 BOM Settings 指定；可供选择的供应商范围由 Admin - Part Providers 页面定义。
SiliconExpert 数据集成
主要信息：SiliconExpert Integration
SiliconExpert® Integration 提供对一组高级制造商零件数据的直接访问，托管 BOM 及其他与 BOM 相关的实例均可使用。来自 SiliconExpert 的增强参数数据会作为特定参数列填充到工作区 BOM（如 YTEOL、Inventory risk 等）。
这些附加的 SiliconExpert 参数数据会以关联图标 
指示；当你的工作区通过 Admin - Extensions 启用 Altium 365 SiliconExpert Integration 功能后即可使用。
Z2Data 集成
主要信息： Z2Data Integration
Z2Data® Integration 提供对另一组高级制造商零件数据的直接访问，托管 BOM 及其他与 BOM 相关的实例均可使用。来自 Z2Data 的增强参数数据会作为特定参数列填充到工作区 BOM（如 YTEOL、Z2Data Part Score 等）。
这些附加的 Z2Data 参数数据会以关联图标 
指示；当你的工作区通过 Admin - Extensions 启用 Altium 365 Z2Data Integration 功能后即可使用。
BOM 错误检测与修正
主页面： Error Detection and Correction
BOM Portal 的一项核心能力是自动检测 BOM 条目问题（BOM Analysis），以及用于修正这些问题的功能。系统会基于来源的制造商与供应商数据检测广泛的问题类型，如料号无效、停产或低库存条目、非合规零件等；也会标记 BOM 条目自身的问题，如位号重复、元件数量不匹配等。
可以直接在相关行条目中处理 BOM 问题，或通过 Issues 选项卡视图处理，该视图提供指向检测到 Errors 与 Warnings 的行条目的专用链接。
问题报告与管理
主要信息： Issue Management
BOM Portal 提供用于控制检测哪些零件问题以及如何报告的命令与选项，包括：配置问题报告（BOM Checks 设置）、在某一行通过右键选项忽略该行的所有问题，或在信息窗格中豁免（忽略）特定类型的问题。
参数化搜索
主要信息： Parametric Search
虽然 BOM Portal 会自动为行零件中指定的 MPN（制造商料号）去获取相关的制造商与供应商数据，但在某些情况下需要选择不同的基于 MPN 的零件（例如因设计变更或该零件存在问题）。门户的高级 Parametric Search 提供一个自动化、数据驱动的界面，用于定位附加或替代的 BOM 零件，并优先提供零件选型、已批准的替代件以及高置信度的建议等来源选项。
Workspace Components Integration
Main page: Workspace Components Integration
Where possible, the BOM Portal will automatically link a BOM line item to a suitable part in the Workspace Components library. The link is determined by a detected match between the Item’s Manufacturer Part Number (MPN) entry and a component Part Choice entry, as indicated by the 
marker in the Info pane – the link itself is represented by the component Revision ID.
The interface allows this link to be disconnected and reconnected, changed to a different Part Choice entry or determined by a parameter other than MPN, such as an Internal Part Number (see below)
Out of Date Component Revision
Main information: Update Component Revision
In circumstances where a Component linked to a BOM item has been updated – there is a newer revision of the Item ID available – then this is detected by the BOM Portal (
), which includes the option to update the item entry to the current revision.
Internal Part Number Linking
Main information: IPN Linking
Organizations that use a specific parameter for identifying parts in their company systems – typically a ‘key’ or ‘primary’ parameter – can configure the BOM Portal to use this parameter for BOM Item to Component linking. The parameter is specified and mapped as an Internal Part Number to become the BOM to component linking mechanism in place of the existing Item ID parameter (a subset of Revision ID).
Create Component From BOM
Main information: Create Component
BOM portal data Item entries that are not linked to a Workspace Component, such as when no compatible Part Choice is available, can be used to generate a base component in the Workspace library. The part is created from parametric information provided through Altium component data services (Octopart, IHS, etc) and automatically linked to the BOM Item.
Configuration and Options
Main page: Configuration and Options
The BOM Portal interface provides options and features that allow you to set up and use the system to match your specific needs. These include configuring the sourced supplier data to your company's requirements, and working with the BOM listing in a manner that suits your processes.
BOM Settings
Main information: BOM Settings
The BOM Settings window, accessed from the upper menu, provides a wide range of configuration settings that apply to the current Managed BOM. These allow to to specify the available part suppliers, how part Issues are reported, the included listing columns and more.
For detailed information, see:
List View Features
Main information: List View Features
The Managed BOM parts listing provides additional functions, available through the icons at the top right, for managing the view, accessing and including additional information, and working with the final purchasable BOM. These include Commenting and also the Info Pane, which provides a rich set of library and manufacturer parts data.
List Structure Features
Main information: List Structure Features
The icons available at the top left of the BOM listing include options for working with the item grid entries. Along with column and row manipulation, the icon and right-click options also allow you to manage the data associated with individual items, such as Adding Alternate parts and Creating a Library Component.
BOM Management Features
A range of additional BOM management and process options are available from the upper x drop-down menu, such as the automated population of part alternates and additional part order quantities.
Amongst others, the features include:
BOM Dashboard
Select the BOM Portal's Dashboard tab to view a chart-based and statistical overview of the current BOM's suitability for production. Presented in a visually orientated form, the information includes chart/bar/bubble report summaries of manufacturer part viability and any supply chain issues. The Dashboard view offers a quick way to assess a BOM's current suitability and if corrections are required.
The BOM Dashboard is divided into general sections that apply to the state of manufacture part and supplier sources:
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BOM Health summary – collected bar graph overviews representing the BOM components' fitness for purpose. A 'healthy' BOM part is regarded as one that is RoHS/REACH standards compliant, has a valid Lifecycle state, has alternative part associations, is currently stocked by the supplier, has valid parameters, and has a production lead time of less than two weeks. These factors are summarized in an aggregated BOM Heath Rating score out of 10 (based on Compliance, Manufacture state, Procurability and any BOM Errors) and graphically represented in the main body of the Dashboard page as detailed below.
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Manufacturability
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Lifecycle States – The manufacturer Lifecycle states of the BOM parts, and by inference, their suitability for manufacturing the design.
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Alternatives coverage – The numbers of alternative manufacturer parts available for BOM entries, delineated as none, one, or more than one (2+). These are Alternate BOM lines derived from the BOM upload, or those manually added. With the Global data option selected, the graph represents components with valid Suggested Alternatives (those with a Confidence level of 9). 
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Estimated Years To End Of Life (available when SiliconExpert Integration is enabled) – A bubble-style chart summarizing the projected longevity of manufacturer parts used in the Managed BOM, as based on SiliconExpert’s YTEOL parameter data. Each bubble dot in a part category row represents a group of parts with YTEOL values that fall into the range (in Years) indicated by its horizontal position. The size of the dot relates to the number of parts in the group, and its color acts as a coarse acceptability guide – for example, YTEOL values greater than 4 years can be regarded as acceptable.
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Supply Chain
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BOM Coverage – The percentage of component entries with valid supplier part solutions, and a graphic representation of how those solutions are distributed between the enabled part suppliers.
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Availability – A graphic representing the number of BOM entries that have valid supplier part solutions (in stock), and therefore available from the enabled suppliers.
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Factory Lead Time – A bubble chart summarizing the manufacturer production lead times for the BOM entries, delineated by component category type rows. In this format, each bubble dot represents a group of component parts with Factory Lead Times that fall into the range (in Weeks) indicated by its horizontal position. The size of the dot relates to the number of parts in the group, and its color acts as a coarse acceptability guide – a lead time of two weeks or less is regarded as desirable (green dots). This information is derived from the cloud-sourced Factory Lead Time parameter values.
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Compliance
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RoHS – The proportion of BOM components with cloud-sourced data that specifies compliance with the RoHS standard.
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REACH – The proportion of BOM components with cloud-sourced data that specifies compliance with the REACH standard.
Interactive List Filters
All graphical elements in the Dashboard view act as selectable BOM list filters. Clicking on a Dashboard arc segment, bar graph or bubble chart dot will filter the associated BOM table entries to those that apply to the selection – for example, selecting a particular supplier arc in the Supply Chain graphic will restrict the BOM list to entries with purchasing solutions from that supplier. Click on the arc/bar/dot again to remove that list filter or deselect its Filter entry associated with the list, or click Reset Filters to remove all applied filters.
The interactive filtering applies to all Manufacturability, Supply Chain and Compliance sub-elements, which provides a quick and simple method for viewing specific BOM line items based on their status data. The upper BOM Health area includes summary information, such as selectable Issue and risk filters that tailor the BOM listing to a collated view of manufacturer, procurement and compliance issues.
See the Parts in Use page to view a list of component parts that are included in Workspace Managed BOM documents. Along with procurement-related parameters, the list includes Where Used data that identifies all Managed BOMs that reference a particular component. Note that this feature is not available with the BOM Editor.
BOM Release Management
To manage the progression of BOM changes and updates, the system provides a set of features to move a BOM through lifecycle states and formalized releases. You can release the working BOM at any time from the menu's Release BOM option.
The Release BOM window includes an editable release name, the pending (incremented) revision number, a notes field for adding release information, and the option of applying a BOM Template to the Release from the Templates drop-down menu. When a template has been included in the release, its downloaded version will be in Excel format (*.xlsx) with the template formatting applied (
) – the download is otherwise in plain CSV format.
The BOM Portal can be configured to prevent BOM Releases when a BOM Check part Error or Fatal Error is encountered. 
The related Prevent Release with issues option is enabled in the BOM Portal settings view accessible to Workspace administrators on the Admin – Settings page.
Release Naming
During the BOM release process outlined above, the Release Name field in the Release BOM window adopts the Managed BOM project name by default or can be changed by directly editing the entry.
For a more formalized naming approach, Workspace administrators can redefine this default naming by specifying an alternative name, or composite name, in the Releases section of the BOM Portal settings view (accessed via Admin-Settings). The application's Default Release Name entry supports both plain text and a range of pre-defined macro strings that include the following:
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[ProjectName]: The Managed BOM item name – the default naming convention.
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[<ParameterName>]: A custom (user-specified) Managed BOM Parameter, as added through a managed BOM's Edit dialog.
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{<0000>}: An alpha-numeric definition of a specific length that will increment with each BOM release.
Points of note:
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Parameter-based macros are enclosed in square brackets [ ] and alpha-numeric macros are enclosed in curly brackets { }.
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In alpha-numeric terms, a {000} naming definition will increment the BOM release name to 001, while a {AAA} definition will increment the name to AAB, and so on. These can be used in combination, so the next increment from 1Z is 2A.
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If the specified length of an alpha-numeric macro definition is reached it will no longer increment the BOM release number. For example, a {00} macro will stop incrementing at 99 since 100 would exceed the definition length.
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After making changes to the Default Release Name ensure that you save the page (
).
The following example of a Release Name definition uses the BOM Name (ProjectName), plain text ('Release'), a BOM parameter (MyParameter), and an incrementing numeric reference (000). The parameter is defined in the Managed BOM with a value of MyParameterValue. 
Working with Releases
Select the Releases tab view to access a tiled list of the current BOM Release entries.
Each Release revision's tile includes the following command options:
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– Open the Release for read-only viewing in a new browser tab.
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Download – Save the Release to the default browser location.
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Change Lifecycle State – Progress or revert the Release's Lifecycle state through Draft, Approved, and Obsolete stages. These Lifecycle states are defined by the Generic Lifecycle definition, which is applied to the Managed BOM content type by default – see Lifecycle definition's Content Types.
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Revert to This Release – Change the current working BOM data to the content in this Release.
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Compare to – Perform a data comparison between the currently selected Release and another specified Release. See BOM Compare below.
Releases that have an Obsolete Lifecycle state are hidden by default. Toggle the Show Hidden Releases option to display/hide these Releases.
Note that the BOM Portal automatically creates an initial release when the Managed BOM is first created – uploaded or generated from a Project – followed by a second release generated after the automated (or manually guided) mapping is complete. 
BOM Compare
The BOM Portal features an advanced comparison engine that allows you to quickly compare the essential changes between BOM Releases or different Managed BOM files.
When selected BOM files or releases are compared, BOM parameter data is interpreted into standardized column groups and then compared in a dedicated BOM differences view that opens in a new browser tab. The view is populated with a list of color-coded entries that represent BOM items that have changed between the compared BOM datasets. Along with the comparison view, you also can view the two individual BOM datasets that are being compared.
Comparison Access
The BOM Portal's BOM comparison feature is available from a Managed BOM's Main or Releases view, and allows for data comparisons between BOM releases, WIP BOM documents, and specified projects or their releases:
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Compare to a specified data source – The BOM Portal’s data comparison feature allows the current Managed BOM or one its Releases (as selected above) to be compared to a specified BOM data source by choosing the BOM Sources option. In the Select BOM Sources to Compare window that follows, you can select a specific data source from types as shown below:
Comparison Result
Related information: Design Data BOM Comparisons
The BOM comparison engine detects differences between the two BOM datasets using normalized parameter categories. If your source BOM contains mapped parameters such as RefDes and MPN, for example, these will be shown as Designator and Manufacturer Part Number respectively.
The BOM Compare view is populated with a list of color-coded entries that represent BOM line elements that have changed between the specified BOM datasets. Along with the Compare tab at the top of the list are source tabs that open each of the BOM datasets used for the comparison. You can directly navigate to these source files using the active links at the top left of the page.
Other BOM Compare view features include:
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Pop-up differences summary information when hovering over the status icon at the right of a BOM line (
).
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Pop-up information on who created a source dataset (and when) as you hover over a comparison source file reference.
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Selectable difference types (Added, Removed, etc) in the BOM Compare pane under Components.
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Detailed differences information in the BOM Compare pane under Modified Components. 
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A text-based search feature for locating specific keywords in the comparison list entries (
).
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A downloadable CSV file-based summary of the currently shown BOM differences (
).
Use the upper view tabs to select between the source datasets and comparison results, and the list controls in the BOM Compare pane on the left to select/deselect which item change categories are included in the comparison results (Added, Removed, Modified, and Not Modified).
BOM Sharing
The current working BOM can be shared with Edit or View permissions to other Workspace members, or those outside of your Workspace, through the 
button.
In the Share Item window, select the Share Item With field to access and select from a list of Workspace members and user Groups. Specify the Can View option if you wish to restrict a user's (or Group's) access to the BOM as read-only. For a user outside of your Workspace, a confirmation window will appear to show how and with whom the sharing will apply – see Sharing Overview for more information. Those outside of your Workspace will have Guest-level read-only access to the shared BOM through their own Workspace or Personal Space.
Note that the default Can Edit sharing for Workspace Members will overrule any specific member sharing you apply – in this case the Workspace Members group (all members) should be set to No Access.
See Sharing a Project for detailed information on sharing in an Altium 365 Workspace.
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