Add Parts to a BOM

Follow these steps when the parts or assemblies you need already exist in the master parts list all projects share.

  1. Select Home > BOM in the Navigation Menu. The BOM tab window displays.
  2. Select your project from the Project dropdown in the Ribbon Menu if needed. The default selection is the current active project in the main EVMax window. The left pane displays the list of BOMs defined for the project.
  3. Select the BOM row you want in the left pane.
  4. Click Master Parts in the Ribbon Menu. A Resource BOM window displays.
  5. Using either the Parts tab or Assemblies tab in the window, click on the check box at the beginning of each part or assembly row to select the items you want to build your BOM.
  6. Click OK to return to the BOM tab window. The items you selected are added to the parts list in the right pane.
  7. Click Save in the Ribbon Menu.
  8. For each part row:
    1. Enter a Quantity value.

    2. Optional. Update the Unit Price. This unit price is specific to your project and does not change the content in the master parts list. You can change the Unit Price at any time.

      Tips:

      If you want to use the Show Rates option in the BOM tab Ribbon Menu, see the Add Labor Resources and Rates to a Part steps below.

      When quantity unit price range parameters have been defined for the part in the master parts list, the unit price in the BOM reflects these settings. If you change the unit price in the BOM, a confirmation dialog box displays to confirm you want to do this.

      Once a BOM item has been assigned to a material work package, a Recalc Assignments? message displays when you make changes to the BOM. Click Yes or No as appropriate.

      To delete a part from a BOM, select the applicable row in the right pane and click Remove Part in the Ribbon Menu. A delete confirmation dialog box displays. Click Yes. You can only delete a part that is not being used for the project.

  9. Click Save in the Ribbon Menu.
  10. Optional. Close the BOM tab.

Follow these steps when the part does not already exist in the master parts list all projects share. When you add a new part for a project's BOM, it is also automatically added to the master parts list.

  1. Select Home > BOM in the Navigation Menu. The BOM tab window displays.
  2. Select your project from the Project dropdown in the Ribbon Menu if needed. The default selection is the current active project in the main EVMax window. The left pane displays the list of BOMs defined for the project.
  3. Select the BOM row you want in the left pane.
  4. Click the Add Part dropdown in the Ribbon Menu and then select Single Part. The Add Part dialog box displays.
  5. Enter a Part Number name and Description. These fields are required.
  6. Select the Manufacturer from the dropdown. This field is required. If the manufacturer isn't in the dropdown list you can either select the default of [None] or click the plus symbol to enter a new manufacturer Name and Description.
  7. Select the Unit of Measure from the dropdown. This field is required. If the unit of measure isn't in the dropdown list you can click the plus symbol to enter a new unit of measure Name and Description.
  8. Enter a Unit Price.
  9. 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.
  10. Click Save to return to the BOM tab window. The new part is added to the parts list in the right pane. The Add Part dialog box clears for you to enter another part.
  11. Optional. Repeat Steps 5 to 10 as needed to build your BOM.
  12. Close the Add Part dialog box.
  13. Click Save in the Ribbon Menu.

  14. Select a new part row and enter a Quantity value.

    Tips:

    If you want to use the Show Rates option in the BOM tab Ribbon Menu, see the Add Labor Resources and Rates to a Part steps below.

    To update the unit price for a part, select the row in the right pane. Enter the revised price in the Unit Price cell and click Save in the Ribbon Menu.

    Once a BOM item has been assigned to a material work package, a Recalc Assignments? message displays when you make changes to the BOM. Click Yes or No as appropriate.

    To delete a part from a BOM, select the applicable row in the right pane and click Remove Part in the Ribbon Menu. A delete confirmation dialog box displays. Click Yes. You can only delete a part that is not being used for the project.

  15. Click Save in the Ribbon Menu.
  16. Optional. Close the BOM tab.

Follow these steps when you want EVMax to create the labor resource assignments and labor hours that are tied to a material quantity in the BOM. These steps assume you have already added your material parts to the applicable BOM for your project and entered a material Quantity value.

  1. Select Home > BOM in the Navigation Menu. The BOM tab window displays.
  2. Select your project from the Project dropdown in the Ribbon Menu if needed. The default selection is the current active project in the main EVMax window. The left pane displays the list of BOMs defined for the project.
  3. Select the BOM row you want in the left pane.
  4. Click Show Rates in the Ribbon Menu. The middle pane shows the list of parts or assemblies. The right pane shows the labor resources and rates assigned to the part or assembly row.
  5. Select the part row you want in the middle pane and click Add Rate in the Ribbon Menu. The Add Labor Rate dialog box displays.
  6. Select the Rate Class for the labor resource from the dropdown. The rate structure assigned to the project determines the dropdown options.
  7. Select the labor Resource from the dropdown. The resource structure assigned to the project determines the dropdown options.
  8. Enter the Rate factor for the resource. This determines the number resource labor hours. For example, perhaps you have entered a material Quantity of 200 and Rate factor of .50. The number of calculated hours for the labor resource is equal to 200 x .50 or 100 hours.
  9. Click OK.

  10. Click Save in the Ribbon Menu.

    Tips:

    You can add one or more labor resources to a material item, typically a part. Once the BOM item has been assigned to a material work package, the resource assignment and labor hours are automatically calculated and added to the material work package in addition to the material direct cost.

    To delete a rate factor assigned to a material item, select the rate factor row in the right pane and click Remove Rate in the Ribbon Menu.

    Once a BOM item has been assigned to a material work package, a Recalc Assignments? message displays when you make changes to the BOM. If you change the material quantity, unit price, associated resources, or rate factor in the BOM, the base results are also updated. Click Yes or No as appropriate.

  11. Optional. Close the BOM tab.

Follow these steps when the assembly does not already exist in the master parts list all projects share. When you add a new assembly for a project's BOM, it is also automatically added to the master parts assemblies list. To view the assembly hierarchy or parts in the BOM, click Expand in the Ribbon Menu or expand selected assembly rows as needed.

  1. Select Home > BOM in the Navigation Menu. The BOM tab window displays.
  2. Select your project from the Project dropdown in the Ribbon Menu if needed. The default selection is the current active project in the main EVMax window. The left pane displays the list of BOMs defined for the project.
  3. Select the BOM row you want in the left pane.
  4. Click the Add Part dropdown in the Ribbon Menu, then select To Assembly, and then select New. The Add Part dialog box displays.
  5. Enter a Part Number name for the assembly and Description. These fields are required.
  6. Select the Manufacturer from the dropdown. This field is required. If the manufacturer isn't in the dropdown list you can either select the default of [None] or click the plus symbol to enter a new manufacturer Name and Description.
  7. Select the Unit of Measure from the dropdown. This field is required. If the unit of measure isn't in the dropdown list you can click the plus symbol to enter a new unit of measure Name and Description.
  8. Enter a Unit Price. This may or may not apply for the parent assembly level.
  9. 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.
  10. Click Save to return to the BOM tab window. The new assembly part is added to the parts list in the right pane. This is the assembly hierarchy level 1.
  11. Select the new assembly part row in the right pane.
  12. Add the level 2 child parts to the assembly. You have two options to do this depending on whether the part already exists in the master parts list. When you add a part to the assembly, it is also automatically added to the assembly in the master parts list.

Option 1 - The child part does not exist in the master parts list.

  1. Click the Add Part dropdown in the Ribbon Menu, then select To Assembly, and then select New. The Add Part dialog box displays.
  2. Enter a Part Number name and Description.
  3. Select the Manufacturer from the dropdown.
  4. Select the Unit of Measure from the dropdown.
  5. Enter a Unit Price.
  6. Optional. Click the Documentation ellipsis button to add notes about the item.
  7. Click Save. The new part as added as a child to the assembly in the right pane.
  8. Enter a Quantity value for the part.
  9. Add the next level 2 part as applicable.

Option 2 - The child already exists in the master parts list.

  1. Click the Add Part dropdown in the Ribbon Menu, then select To Assembly, and then select Existing. The Add Parts window displays.
  2. Enter search text and click Find or scroll through the parts list to find the parts you want to add to the assembly.
  3. Click on the selection box at the beginning of each part row to select the parts you want to add to the assembly.
  4. Click OK. The parts you selected are added to the assembly.
  5. Enter a Quantity value for the part.
  6. Optional. Update the Unit Price. This unit price is specific to your project and does not change the content in the master parts list.
  7. Add the next level 2 part as applicable.
  1. Click Save in the Ribbon Menu.
  2. If you want to add a third level of parts to the assembly, select a level 2 part row and repeat Steps 12 and 13. Continue this process to build the assembly hierarchy with additional levels as desired.
  3. Select the new assembly part row and enter a Quantity value for the assembly.

  4. Click Save in the Ribbon Menu.

    Tips:

    Once you have added your assemblies and child parts, you can click Expand in the Ribbon Menu or expand selected assembly rows as needed.

    To update the unit price for an assembly or part, select the row in the right pane. Enter the revised price in the Unit Price cell and click Save in the Ribbon Menu.

    When a BOM item has been assigned to a work element, a Recalc Assignments? message displays when you make changes to the BOM. Click Yes or No as appropriate.

    To delete a part from an assembly, select the applicable row in the right pane and click Remove Part in the Ribbon Menu. A delete confirmation dialog box displays. Click Yes.

    To delete an assembly from a BOM, select the applicable row in the right pane and click Remove Part in the Ribbon Menu. A delete confirmation dialog box displays. Click Yes. You can only delete an assembly that is not being used for the project.

  5. Optional. Close the BOM tab.