Add Parts to Master List

1. Select Project Data > Parts in the Navigation Menu. The Manage Parts tab window displays.
2. Select the Part Master tab. The bottom pane displays the master list of parts. Click New in the Ribbon Menu.
3. Enter a Part Number name and Description. These fields are required.
4. Select the Manufacturer from the dropdown. This field is required.
5. Select the Unit of Measure from the dropdown. This field is required.
6. Enter a Unit Price. This value can be updated at any time should you wish to accept the zero default value.
7. Optional. Click the Documentation ellipsis button. A separate document Template window displays. Enter or paste text, images, tables, or other content as applicable to include notes or other details about the item.

8. Click Save in the Ribbon Menu. The part is added to master list in the bottom pane.

   Tips:

   To update the unit price for a part, select the row in the bottom pane. The information for the row displays in the set of fields above the bottom pane. Enter the revised price in the Unit Price field and click Save in the Ribbon Menu.

   As an option, you can also enter quantity unit price range parameters for the part. When you enter a quantity for the part in a project's bill of material (BOM), the unit price in the BOM reflects the price range parameters entered in the Part Master tab. See Add Part Quantity Pricing.

   To delete a part, select the applicable row in the bottom pane and click Delete in the Ribbon Menu. You can only delete a part that is not being used for a project.

9. Optional. Close the Manage Parts tab.