If you have access to and use ProjectSpec / Project Matrix to build your projects and you add parts one at a time into the ProjectSpec workspace, now there is an easier way to do add your items into e-manage using the ProjectSpec Catalog Viewer. This section assumes that you have already followed the Project Matrix Setup & Integration section of this manual.
To begin, open up a project and navigate to the BOM / Estimating / Quoting Window.
Drill down in the Option Grid at the top of the Tiled BOM Window to a BOM level. When you click on the BOM you want to add items to it will activate the Project Spec button.
Click the Project Spec button and the catalog viewer will pop-up where you can browse to the manufacturer and drill down to the item you want.
Quick Tip: You can also navigate to Edit > Part Search (or F2) to quickly search for a Part # (additional instructions listed below on this)
When you have read the items you can adjust the picture orientation using the slider or the orientation buttons. When you have adjusted the picture to the right orientation, double click on the item.
Next, choose your options by double clicking on the appropriate option in the list view.
When you have completed all of the option selections you can click the "Accept" button. Note: you can choose undecided and the option will show up on your quote in red so you and your customer know that there are unspecified options.
Adding an item from ProjectSpec Catalog Viewer when you know the part number is easy. Click the p.matrix button in e-manage, then click on the "Edit" menu in the catalog viewer and choose "Part Search" (or press F2 on your keyboard). Enter the part number you are looking for and press the "Find Now" button.
Double click on the item you want to use and fill out the options, then click the "Accept" button.
Modifying an item using the ProjectMatrix Catalog Viewer
Inside of an existing BOM where a part exists that you want to change the options for, double click on the row with that item. The catalog viewer will pop-up with the item and all of the previously chosen options.
Click on the option you want to change and click the "Change Single Option" button and choose the corrected option, then click the "Accept" button.
