Configuration and Options

Created: February 17, 2025 | Updated: November 12, 2025

The BOM Portal interface provides options and features that allow you to set up the system to match your specific needs for the current Managed BOM. 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

The BOM Settings window, opened from the BOM Settings option in the main menu, allows you to configure which parts Suppliers and Library Component parameters are enabled for the current Managed BOM, change how Issues are reported, and also specify the production run, preferred packaging type, the currency and global region used for cost estimates, and proposed BOM completion date.

The BOM Settings allow independent selection of the Currency used for part pricing and the Country from which those estimates are sourced. The latter caters for region-specific pricing offers from enabled suppliers while maintaining your preferred currency.

Target Price

Target Price parametric data allows the addition of a desired maximum unit price figure to each part item in an ActiveBOM document or a Workspace Managed BOM. This feature assists the overall supply chain risk assessment by raising a Target price missed Issue if the item’s supplier Unit Price is greater than the Target Price.

The Target Price dataset is available in a Managed BOM if it was included in the BOM’s source, such as the Project (with ActiveBOM) it was created from or the BOM data file that was uploaded. If not available, a Target Price column can be added manually and the parameters remapped, however, this process is automated when the Target Price option is enabled as described below.

When the BOM Settings Target Price option is enabled:

The Managed BOM’s Set Target Price to Actual Price command is available and can be applied to individual or all BOM Item entries. This command propagates an item’s current supplier Unit Price to the item's Target Price entry, which in turn means that a Target price missed warning will be generated if a subsequent supplier solution represents a higher price.
If not already visible in the Managed BOM, the Target Price column data is exposed.
If the Managed BOM does not include Target Price parametric data, it is automatically created as blank entries of the correct data type (Money) and its column data is exposed in the BOM view.

When the BOM Settings Target Price option is disabled, the Set Target Price to Actual Price command options are no longer available and the Target Price column is hidden.

Note that the Target price missed issue reports as a Warning by default, but like all other checks, its Reporting Level can be changed under the BOM Checks tab in BOM Settings window.

Order List

Select the Order List tab in BOM Settings window to enable/disable parts Suppliers, whose availability is determined by the Part Source settings in the Workspace Admin – Part Providers page. The BOM Settings window is also available from the Favorite Suppliers link in the Supply Chain view.

Revise the Order List purchasing solutions in your BOM parts list by changing the supplier options in the BOM Settings window.

Enable/disable Supplier data sources that will be used for purchasing solutions based on parts suitability and pricing – the default selections are those checked in the BOM Portal App configuration. Deselect the Manage Order List option to exclude all Supply Chain purchasing solutions from the BOM line items.

When selecting suppliers in the list, note their estimated compatibility (%) with the current BOM items, as shown in the Estimated BOM Coverage column. Also note that Suppliers not enabled in the Altium Parts Provider are not included in this list.

The presented Order List column of supplier parts solutions will automatically change in response to updated Supplier preferences.

The parts solutions derived from the available Supplier data will take into account your production run (Batch Size), since the number of parts to be purchased will directly impact pricing.

A changed production quantity (batch run of board assemblies) will invoke a different set of purchase solutions due to the effects of MOQ (Minimum Order Quantities) and price-break points.

After specifying a larger production run the updated Order List supplier solutions represent a significantly lower cost, as also reflected in the main pricing summary present above the BOM item list (see Price per BOM).

Custom Pricing

If your company has a special account pricing arrangement with a supplier, the BOM Portal can accommodate this through the Configure Custom Prices for a Supplier option in the BOM Settings window (access requires administrator privileges). When configured, the supplier’s pricing data used in a Managed BOM will reflect the pricing arrangement associated with your company’s supplier account.

Select the Configure Custom Prices for a Supplier option to register a supplier account with the BOM Portal. Note that the supplier must be enabled in both the Workspace Altium Parts Provider and the BOM Settings to make the supplier’s data available to your Managed BOMs

The Custom Supplier Configuration is set up in the Workspace Admin - Part Providers area since it is part of the existing Altium Parts Provider entry. Select a supplier from the Supplier drop-down menu and enter your account credentials (ID, key or password as required).

Test the supplier account connection (), and assuming success, confirm the setup (). The custom prices for that supplier will then appear in your Managed BOMs when parts from the supplier are used.

This option also can be set up directly in the Altium Parts Provider entry in the Workspace Admin – Part Providers page. Use the Configure Available Suppliers link to access and manage the Part Providers for this Workspace.

See Admin – Part Providers for more information.

BOM Checks

Select the BOM Checks tab in BOM Settings window to view and customize how BOM line Issues are reported in the current document. Each type of BOM validity check can be changed to report at any of the available levels – including the option to ignore a check (No Report). An updated reporting level and its associated icon will then show in the BOM document when the matching issue is encountered.

Issues with Managed BOM line items are flagged in the right-most column by icons that correspond to a Warning, Error, or Fatal Error. Hover over an icon to view its status meaning, or click to see more information.

The current issues can be selectively viewed under the Issues tab for confirmation or correction. See BOM Error Detection and Correction for information on this view.

The reported level of each issue type is viewed and customized through the BOM Settings option, which opens the BOM Settings window.

Access the BOM check reporting settings under the BOM Checks tab. In the example shown here, the Duplicate Designator and Out of Date issues are currently reported as an Error.

Use the Report Level drop-down options to change the type of reported issue as required. Note that the default setting is indicated, and the No Report option will cause the issue to be ignored.

After confirmation with the button, the updated report levels will apply to all Managed BOMs. You can use the Reset to Default option to restore all checks to their default Report Level settings.

In this example the changed reporting levels cause the Duplicate Designator problem to be flagged as a Warning and the Out of Date issue to be a Fatal Error.

Library Columns

Select the Columns tab in the BOM Settings window to add any of the available component library or cloud-based parameters to the Managed BOM as data columns. The BOM Settings window is also available from the Manage Columns link in the Column display preferences menu ().

This list is populated with all available parameters from both the Component Library and sourced cloud data for this BOM document. It allows the inclusion of specific or custom component parameter data columns as needed in your BOM. Once those parameters have been enabled, the visibility of their related BOM columns can be controlled from the Column display preferences menu.

Open the BOM Settings window from the menu to access the Columns parameter list.

Select the Columns tab and check the component parameters you wish to enable as Managed BOM data columns. Parameters sourced from both the workspace components (Library) and online data (Cloud) are included for selection – click the Data Source header arrow to toggle the list order.

The newly enabled parameters will be included in the Managed BOM as data columns. If needed, relocate a column by dragging its header to a new position.

In the same way as other columns, manage the visibility of added columns from the Column display preferences menu (). Entries can be dragged and dropped to a new location to reorder columns, and the Manage Columns link opens the Columns tab directly.

Supplier Presets

Use the Order List Preset menu in the Supply Chain view to change the criteria that determine which supplier parts will be used for the supplier Order List.

The supplier Order List is populated by the lowest cost options available from the enabled Suppliers, but within the constraints of part supply factors such as stock levels and minimum order quantities. Note that a Managed BOM created from a Project will initially use the suppliers specified by the project’s BOM (ActiveBOM).

Select one of the enabled Suppliers from the Order List Preset menu to limit the Order List entries to purchasing solutions from that supplier only, wherever possible. The Order List is repopulated accordingly.

To find more purchasing solutions (offers), use the Favorite Suppliers option to enable additional suppliers for this BOM. Those available for selection are determined by the Workspace Part Providers configuration.

The BOM will automatically use the lowest cost purchasing solution from the currently enabled suppliers – its default condition, equivalent to the Lowest Price option being selected from the Order List Preset menu.

In this example one supplier is noted as ‘not authorized’, as is defined by Octopart’s Classification scheme – note previous slide image. Choose the Single Order by Authorized Suppliers preset to constrain the purchasing solutions to those from authorized distributors.

The From ActiveBOM option, available when the BOM has been created from a Workspace Project, presents the best offers while aiming to use the Supplier parameters specified in the project’s BOM document.

The Single Order option will update the Order List with the most optimal cost solutions from all enabled Suppliers. Supplier part options with a lower price but unsuitable stock levels or minimum order quality (MOQ) are disregarded as a purchasing solution.

Packaging

Select the Packaging tab in the BOM Settings window to specify the preferred and allowable component packaging types used in the BOM Portal’s automated Order List. The settings will affect the list’s generated supplier solutions, and can be adjusted to suit company component packaging requirements such as manufacturing processes and storage preferences.

When the packaging type priority option is enabled, the window is populated with a Configure Packaging Priority list of all available types. The list entries can be disabled/enabled and manually reordered to determine their descending priority.

The Order List’s automated part packaging selections, as shown in the Packaging column, can be varied from the Packaging tab of BOM Settings window.

Enable the packaging type option to set the automated packaging selection priority to the order shown in the Configure Packaging Priority list.

The BOM listing's Order List type selections, as shown in the Packaging column, are altered to comply with the updated packaging type priority – in this example, the highest is Tape & Reel.

The Configure Packaging Priority list can be altered to a new sort order by using the arrow icons to shift the selected type to a new list location.

When the window settings are saved (), the rearranged package type list will change the automated type selection priority to comply with the Configure Packaging Priority list.

The Packaging column list reflects the updated Order List selections, which aims to satisfy the current package type priority wherever possible (in this case, Cut Tape).

Package type entries in the settings Configure Packaging Priority list can be deselected to remove them as a priority.

The removed package selections will not be used by the Order List process unless a purchasing solution cannot be found with an enabled packaging type, as is the case for two parts in this example.

The BOM Portal’s automated purchasing solution logic will always attempt to find the optimal part purchasing solution based on a range of factors, including compliance, lifecycle, stock levels, pricing, and so on. Enabling packaging preferences adds a further factor to this process.

List View Features

Additional options are provided for working with the BOM listing and its included line items:

Search: Locate and highlight BOM data text that matches the entered search string (case insensitive).

Column Preferences: Enable/disable the display of parameter columns. Drag and drop entries to re-order the displayed columns – note that a pinned column cannot be moved in the order. Also included are additional options to toggle All Columns on or off (except those pinned) and disable/enable part Compliance columns (RoHS, REACH, etc). The menu’s Manage Columns link opens the Columns tab in the BOM Settings window, where you can manage the availability of BOM parameter columns.

Columns also can be re-ordered by dragging and dropping a column header to a new location.

Information (Info) pane: View full details of the currently selected BOM or advanced search Item based on three tabbed views.
- Library data tab – available when the part is linked to a Workspace Library component. Shows the component's information such as the library ID Reference (click to navigate to component Library entry), parameters, Part Choices and Where Used information (click an entry to open that project/BOM).
- Part data tab – includes a summary of the part information and stock/pricing, its parameters, and downloadable datasheets (References).
- Alternates tab – a confidence-rated list of all available part alternatives for the selected BOM line. The tab's included data tiles are grouped as:
  - • Manually Added alternates - existing alternates specifically added using the Add Alternate option or those sourced from an imported BOM (indicated in the pane by Alternate tags; ). An Alternate part also can be added to the current BOM line by selecting Add as Alternate from an available entry in the pane’s Alternates tab listing – available entries are those in both the Part Choices for Primary and Suggested Alternates for Primary groups.
  - • Part Choices for Primary - available when a Library component (including its Part Choices list) is associated with the BOM line. The Part Choice that is applied to the BOM line (as Manufacturer and Manufacturer Part Number entries) is indicated in the pane by a Primary tag ().
  - • Suggested Alternates for Primary - alternative parts listing provided by the Workspace's parts data resources (IHS Markit, SiliconExpert, etc).
  The Alternates tab provides additional options for managing Alternate part entries in the Managed BOM, such as removing an applied Alternate entry () from the currently selected BOM item and promoting an applied Alternate entry to be the Primary BOM part () – the previous Primary part is demoted to be an Alternate entry. Also, an Alternate part in the Suggested Alternates for Primary list can be added as one of the Primary component’s Part Choices using its entry’s Add to Part Choices option.

The Info pane provides full details on a component item selected in the BOM list or within the Parametric Search results.

Note that the Stock information shown in the Info panel is the sum of the stock levels available from the enabled Workspace Suppliers, as defined in the Altium Part Provider source accessed through the Admin – Part Providers page. The presented Part Choice pricing information is the lowest available price (up to a 10000 price break level).

This information is derived from only those enabled suppliers who offer a purchasing solution for the part, as is also the case for component Part Choices.

The Info pane also offers a parametric comparison mode that is invoked when two search results entries are selected – use Crtl+Click to choose the additional entry. Parameter differences between the parts are highlighted in red, with data in common and respective Reference information (such as datasheets) shown below.

Select two component search results entries to view their parametric differences in the Info pane.

Comments: Like other Workspace data viewers, the BOM Portal interface supports document Commenting. BOM comment notes are added to line entries from the Comments and Tasks pane, can be associated with a mentioned user, and assigned to a user as a Task. Open the Comments and Tasks pane and follow the prompts to place a Comment.

Open or close the Comments and Tasks pane using the icon.

Select the Place a Comment button to add a comment note to a BOM line.

Use the resulting placement cursor () to select a BOM line for commenting.

Enter your comment text in the Commenting window along with an optional user mention. Type the @ character to access a list of Workspace members and groups to choose from for mention references.

Check the Assign a task option to create a Task (job request) for the mentioned user or a different user selected from the associated dropdown list.

Click the Post button to confirm the Comment placement, and if assigned, the creation of an associated Task.

The Comment entry is added to the Comments and Tasks pane. The Commenting window, which can be opened at any time, allows users to add subsequent comments, mentions and assignments, or progress the Task status.

BOM lines with added Comments are marked with an icon at the beginning of the line. You can select a comment’s Task reference to cross-probe to this entry in the Workspace Tasks view.

The Tasks view interface provides details of the current Task, and allows you to progress its Status, change the Priority, assign it to another user, and add further comments or references.

If Jira Integration is configured for your Workspace, then the Commenting window will feature a drop-down menu that enables the selection of Jira (rather than Comment) mode. This allows you to Create or Link to a Jira project issue in the associated Atlassian Jira^® service.

See Working with Jira Tasks for more information.

See Web Viewer Commenting for more information on working with Comments.

See Working With Tasks for more information on Comment-related Tasks.

Download: Save the complete BOM listing with or without a BOM Template, or save a sub-set of the listing based on a specific Supplier in your purchasing Order List. Files are saved to the browser's default location in CSV format (*.csv), or when a Template is selected, in Excel (*.xlsx) format.

These files are the work-in-progress BOM listings, whereas the BOM can be formally released as a new revision through the BOM Portal's Releases feature and then downloaded from there.

Octocart: Opens the Buy with Octocart pane, which applies the current BOM Order List to generate virtual shopping carts for the individual parts suppliers. The supplier purchasing entries harness Octopart’s component data resources to automatically load the supplier’s web-based shopping cart when the (or ) button is selected. Note that the BOM's Total column data summarizes the part’s order in terms of total cost and Order Quantity, where the latter is the sum of the required Quantity and any Surplus.

Your browser’s redirection management feature may prevent the automated opening of the supplier website carts. This can be resolved by adding your Altium 365 Workspace as a browser rule exception. For example, in the Chrome browser go to chrome://settings/content/popups and add your Workspace URL as an Allowed to send pop-ups and redirects entry.
The Workspace Octocart feature currently supports the Mouser, Newark, DigiKey and Onlinecomponents supplier portals.
Supplier data sources are enabled in the Altium Parts Provider entry under Workspace Part Providers (available to administrators only).

Full Screen: Display the interface UI using the browser full-screen mode.

BOM Data Order and Filtering

You can reorder the BOM line items by a specific parameter column using its ascending/descending header options, and also apply column data filtering to restrict line items by specified value entries:

Order BOM line items by a specific set of data by toggling the arrow option in the header of that data column. Click a column header’s icon to reorder the BOM listing in ascending order by that dataset, click again for the descending data order, and click once more to remove the BOM order defined by that column data – this is indicated by the icon reverting to its default gray color.

Additional sorting choices are available for composite data columns such as Order List, where the BOM listing can be set to sort by the item price (Unit Price) or stock level (Stock) parameters and the order set to ascending or descending. You can use the individual Unit Price and Stock columns to restore the sort order by toggling their icon to the default state (not blue).

Use a column’s filter option () to constrain the visible BOM line items to those that match the drop-down menu’s checked items or numeric span. This is particularly useful for isolating BOM line items that include parts with problematic Manufacturer Lifecycles (such as Not for New Designs or Obsolete) or inadequate RoHS/REACH Compliance (such as No or Blanks). Note that the All option toggles all checkboxes on/off.

A number of columns that include composite data, such as Manufacturer Part Number, Order List, and Total allow the selection of their sub-parameters for applying a filter. Manufacturer Part Number for example, provides the sub-filter choices of Part Number, Manufacturer and Lifecycle, all of which are included in the column data cells.

List Structure Features

The BOM item grid itself can be manipulated using the additional options available at the upper-left of the listing:

Add Row: Add another line item row to the end of the BOM listing, which allows you to manually include another BOM part item entry. Enter (or search for and select) a new part reference in the Manufacturer Part Number cell, and then populate the Count and Designator cells to complete the process. When updating a cell value, press Enter to confirm the change.
Add Column: Add a parameter data column into the existing BOM list, which allows predetermined types of data to be included with each line item (). Use the Column Preferences option to change its order position.
Delete Row: Completely remove the currently selected line item row.
Delete Column: Completely remove a column. Column deletion is available when its header is selected, and only for a dataset that is not mapped as a BOM parameter -- such as a column you have manually added, for example.
Hide Column: Remove a parameter column from the displayed BOM list – available when a column header is selected. Equivalent to disabling a column entry in the Column Preferences menu.
Rename Column: Change the Title of a column in the Update Column window – available when a column header is selected.
Update to Latest Revision: Refresh a BOM data entry to update a Workspace component part reference that is flagged as Out of Date. You can update all BOM components marked as Out of Date with the Update Component Revisions command.
Unlink From Component: Disconnect the link between the selected BOM line manufacturer part and a Workspace component that has a matching Part Choice entry – available when a BOM to Workspace library link has been established.
Add Alternate: Adds a blank item row below the currently selected row. Enter a suitable Manufacturer Part Number or choose from the drop-down options to complete the alternative component item entry. Note that an alternate also can be manually added by selecting a part entry in the Info pane’s Alternates tab view, or alternates added to all BOM parts automatically using the Autofill Alternates feature.
Create Library Component: Creates a component entry based on parameters from the currently selected BOM item line. Once the process is confirmed in the Create Library Component window, the new Workspace library component is created and also linked to the current BOM line entry. Available when the BOM component complies with the requirements but is not yet linked to a Workspace component.

A number of the above options are also available from the right-click context menu, which includes the following additional options:

Copy and Paste: Standard copy/paste operations that act on the currently selected text/area (including column data when its header is selected).
Add to Part Choices: For a selected Alternate BOM line, add this component as a Part Choice entry for the associated Primary component – which must be a Workspace Library part. This is equivalent to the Add to Part Choices option in the Info pane.
Disable/Enable Checks for This Row (right-click or click on the Issue icon): Prevent this row’s component part data from being included in the BOM health check process, as reported by the Issue view and related icons (for example; ). A part that has been excluded from the checks will present the ignored icon () and not be included in the Issues listing, regardless of any potential problems.
Set Target Price to Actual Price: Force the Target Price parameter entry in a BOM item row to adopt the Unit Price of the current supplier solution, as defined by the Order List entry. This change can be invoked for all BOM item entries with the Set Price to Actual Price command available from the upper menu. Note that both commands are available only when the Target Price option is enabled in BOM Settings.
Show/Hide Info: Toggle the Information pane view of data that applies to the currently selected row (line item). Equivalent to toggling the pane with the main icon, as detailed above.
Pin/Unpin Column: Toggle the pinning of a column in the listing view – available when a column header is selected. A pinned column is moved to the left, and will then remain there as the view is horizontally scrolled.

Autofill Alternates

The BOM Portal caters for the concept of alternative part options (Alternates) that are associated with a particular BOM line entry. Alternate parts may have been included in an uploaded BOM file, or can be specifically added to a BOM entry with the Add Alternate or Add as Alternate features. In terms of part options, the BOM Portal also offers Library component Part Choices and Suggested Alternates (drawn from its connected data sources) that can be selected through the BOM part search features (). Note that Part Choices are available when a BOM entry is linked to a Workspace component.

All of these component part alternatives are brought together for viewing under the Alternates tab in the Info pane as Manually Added, Part Choice List for Primary (if available) and Suggested Alternates for Primary sections. To automatically populate the BOM document with alternate parts drawn from these resources select the Autofill Alternates option from the main dropdown menu, and then in the Autofill Alternates window, enter the number of alternates you wish to add to each BOM entry and if the additions are restricted to Part Choices only.

The BOM Portal allows you to add alternate parts to all entries in a single automated step with the Autofill Alternates option. In this example, BOM line 3 already has an alternative component part entry (an Alternate), which may have been manually added or included in an uploaded BOM file.

Open the Autofill Alternates window from the main menu () and specify the number of alternate parts to be added to each BOM line entry. Note that the availability of Alternate parts for a BOM line entry can be viewed in the Info pane.

If the Add alternates from data providers option is unchecked, the autofill process will provide a pop-up warning (see below) if there are insufficient Part Choice entries available in the BOM – note that Part Choices are present for BOM entries linked to Library components The data providers option is selected in this example.

Alternate part lines are added to each BOM entry based on their availability, as can be seen in the Info pane. For this BOM part the Info pane shows only Suggested Alternatives for Primary since the part is not linked to a Library component.

The priority for Alternate parts inclusion is Part Choices then Suggested Alternates, as shown in this BOM line. The first Part Choice is the BOM entry’s ‘primary’ part number, so the two requested alternate entries are drawn from the remaining Part Choice and a Suggested Alternate.

Any Alternate part entries that already exist, such as manually added alternates, are included in the number of requested additions – they are not overwritten. Similarly, if the Autofill Alternates process is repeated, say with more requested additions, the existing entries will remain as part of the total number of requested additions.

When choosing to populate Alternate entries with Part Choices only, where the Add alternates from data providers option remains unchecked, the BOM Portal will attempt to add the requested number of entries from the available Part Choices. A warning window is presented if there are insufficient Part Choices available for a particular BOM line part. Note that since one of a component’s Part Choice entries is likely used as the ‘primary’ Manufacturer Part Number (MPN) there is one less available for Alternate part additions.

The default Autofill Alternates window condition is to automatically populate BOM Alternate entries from available Part Choices. Leave the Add alternates from data providers option unchecked (disabled) for this approach.

If a BOM line part has less than the requested number of Part Choices, then the BOM Portal will add those available and present a detailed warning window. In this example, two of the four BOM line parts have insufficient Part Choices.

While two Part Choices are shown here in the Info pane, only one is available as an alternative part because the other Part Choice applies to the BOM line’s ‘primary’ manufacturer part (MPN).

This BOM line part can provide the two requested Alternate entries because a total of four Parts Choice entries are available as valid alternatives.

Autofill Extra Quantity

The BOM Portal’s Autofill Extra Quantity feature provides a convenient, automated way to optimize component purchasing numbers based on production considerations such as SMT machine setup wastage, typical assembly attrition, and additional parts stock requirements.

Additional BOM quantities are automatically calculated as a percentage of the required production quantity or as a specific number increase. The extra quantities can be applied to passive devices (resistors, capacitors, etc) by case/package style, or to other specific part categories based on their Component Type. Note that a BOM line’s total quantity figure (Total Qty) equates to the number of BOM parts (Quantity) multiplied by the BOM production quantity (Batch Size), plus any additional part quantities (Extra Qty).

Choose the Autofill Extra Quantity option from the upper menu to configure the automatic application of extra part quantities for passive or other component types. Note that the Extra Qty and Total Qty BOM columns are enabled in this example, and the BOM production run (Batch Size) has been set to 10 units. Select the Add the first one option to begin the setup.

For adding extra passive parts, choose a specific component package type from the Case/Package drop-down menu options () and then enter the desired increase figure (Extra Qty) as a number of pieces or as a percentage of the total quantity (Units). Use the icon to add more.

Multiple extra quantity rules can be added by selecting more package types from the Case/Package menu and specifying a number (pcs) or percentage (%) increase. Select the Add the first one option in the Others section to set up extra parts for other Component Types.

For adding extra parts for component types other than those classed as Passive Parts, select a general component type from the Component Types drop-down menu () and then enter the desired increase figure (Extra Qty) as a number of pieces or as a percentage of the total quantity (Units).

Preserve existing values in BOM if they are higher – This option relates to how preexisting extra quantities are handled, such as those added manually or from a previous Autofill process. When enabled, this option will allow only an increase the Extra Qty entry.
Save as default – Check this option to preserve the current settings for future sessions. This can be repeated in subsequent sessions to save a different set of defaults.

The extra parts quantities are added to the BOM’s Extra Qty column based on either the passive component package style or a specified Component Type. In this example, 20% is added to 0402 packaged parts (lines 1, 2, 7), 5 pieces to 0603 packaged parts (line 6), and 10 pieces to the Optoelectronics component type (line 4). Extra quantities calculated by percentage are rounded to the next highest integer.

Note that a BOM line’s total quantity figure (Total Qty) equates to the number of BOM parts (here, PartCount) multiplied by the BOM production run (Batch Size), plus any additional part quantities (Extra Qty). The Autofill process increases a BOM part's total quantity by the specified percentage or number of pieces. In the example shown here, the Total Qty figure for line 2 is raised by 20% from 60 to 72, resulting in an Extra Qty figure of 12.

Edit, Move and Clone

The BOM Portal allows management of the BOM document itself via the Edit, Move and Clone options available from the from upper menu.

Edit – access and edit the Name and Description of the current BOM document. Click to accept any changes.

When editing a BOM project document from the Workspace Projects page you can add/edit Project Parameters and a Project-to-BOM link. The latter is automatically defined for BOM documents created from a Project and specifies the BOM source data for project access and synchronization.

See editing a BOM Project lInk for more information.
Move – relocate the BOM project document to an alternative Workspace parent folder. Choose the target folder (the current folder is dimmed) and then the button to confirm. Note that a moved BOM document adheres to the Workspace’s permission inheritance scheme. See Moving a Project for more information.
Clone – create a copy of the current BOM document. Accept or edit the cloned document Name, and optionally, add a Description and specify a different parent folder (from the Change option under Advanced settings) – click to confirm. When a different target folder is specified, the document will be subject to the Workspace’s permission inheritance scheme.