Change History in Bill of Materials
- Stephanie Pepper (e-manage|ONE)
Understanding the evolution of your project's Bill of Materials (BOM) or quote is crucial for effective project management and client communication. e-manage|ONE offers a comprehensive feature that allows users to track and view the history of changes made to the Bill of Materials or quotes. This guide will walk you through the steps to access this feature, enabling you to see what changes have been made, including details of what was altered from and to. Whether you're looking to review changes to a single line item or the entire option, e-manage|ONE has you covered.
Step 1: Open Your Project
Begin by launching e-manage|ONE and opening the project you're working on. Navigate to the Bill of Materials/Quoting Module within the project. This module is where all your quoting activities are centralized, making it easy to manage and review your Bill of Materials.
Step 2: Select the Item
Once you're in the Bill of Materials/Quoting Module, it's time to choose the specific item or option you wish to review. If your goal is to inspect changes made to a single line item, simply click on that line item to select it. Alternatively, if you want to review the change history for the entire option, make sure to select the Option level. This flexibility allows you to drill down to the exact level of detail you need.
Step 3: View Change History
With your item or option selected, look for the "View Change History" button. Clicking this button will command e-manage|ONE to retrieve and display the change history for the selected element. This functionality is designed to provide transparency and insight into the modifications made over the course of the project.
Step 4: Review the Change History Panel
Upon selecting "View Change History," a panel will appear on the lower portion of your screen. This Change History panel is your window into the past, showing you a detailed record of what changes were made, including the specifics of what was altered from and to. Take your time to review the changes, as this information can be invaluable for project management, client discussions, and internal reviews.
Closing the Change History Panel
When you have finished reviewing the change history and no longer need the panel open, closing it is straightforward. Simply click the "View Change History" button again. This action will hide the panel, allowing you to return to your normal view of the Bill of Materials/Quoting Module.
Tips for Using the Change History Feature
Regular Reviews: Make it a habit to regularly review the change history of your BOMs or quotes. This can help you catch and address any discrepancies early on.
Documentation: Consider taking notes or screenshots of significant changes for your records. This documentation can be helpful for future reference or when discussing project progress with clients or team members.
Collaboration: Use the change history feature as a tool for collaboration. Discussing changes with your team can provide insights and foster a deeper understanding of project decisions.
By following these steps and tips, you can effectively utilize e-manage|ONE's change history feature to maintain oversight of your Bill of Materials or quotes, ensuring that you're always informed about the evolution of your project components.