Putting BOM management pieces together: Assembly, Part Catalog, and Item Master, Rollups [with examples from Onshape]

I’m very excited with the latest openBoM product update. If you missed our user community update, here is a summary:

Formula improvements and Rollups:

  • Create roll-ups (SUMs) of properties in your BOM; and
  • It’s now easier to apply the same formula to all items of a chosen property.

Enhancements to exporting a BOM from openBoM:

  • Configurable properties;
  • Sorting support;
  • BOM filter support; and
  • Exporting multi-level BOM.

To see a copy of the community update and videos click, here. Now, since we’ve gone this far, I want to take a moment and connect together a few other enhancements we did in the last few months. More specifically, these include:

1. Part Catalogs

openBoM allows you to create a Part Catalogs to manage information about standard and engineering parts. You can create catalogs (openBOM inventory) manually and also generate them from CAD libraries. In the example below, we generate an openBOM inventory from an Onshape Part Studio.

2. Item Master and manufacturer data

After a catalog is generated you can augment it with information about manufacturers, vendors, and suppliers used. Thanks to openBoM’s flexible data model, you can do it at any time with maximum flexibility.

3. Bill of Materials

When a parts catalog has been created and assigned to BOM, we can use the parts in the assemblies, generate BOM, and map the parts catalog (inventory) properties with the BOM. The outcome is an augmented view of the BOM and part data. Here’s an example that walks you through a step-by-step process of assigning a part catalog to a BOM and mapping its properties to the BOM.

4. Product cost projection

Finally, there are rollups to work with. Since it’s possible you may have item cost and quantity in your BOM, you can set up a “Total Cost” property and “Total Cost” rollup as shown on this video that also demonstrates team members collaborating in real-time.

Conclusion. One of the goals of BOM management is to help you coordinate the completeness of part information, collaborate with engineers and suppliers, and manage total cost estimation of the product earliest possible during the design process. This is the true goal of agile collaborative BOM management openBoM facilitates.

Speaking with our users, we learned that to plan your BOM data can be tricky. So, if you have questions, reach out to me, I can help you.

Best, Oleg