Moving BOM Line Items, BOMs, Phases, and Options
- Stephanie Pepper (e-manage|ONE)
- Maresa Rojas
If you find the need to rearrange elements within your Bill of Materials (BOM), our platform offers a simple solution through the use of the Floating Toolbar Controls.
Moving an Item: To reposition an item within the BOM, right-click on the item you wish to move, and then select "Move To."
Navigating the Menu: The structure of the menu aligns with the top section of the BOM module. You can easily drill down to specific levels by clicking the small arrow ➡️ (or plus sign ➕) next to the Option Name. This allows you to explore Phases and BOMs efficiently.
Activating "Move To Selected": The "Move To Selected" button becomes active when you've chosen the appropriate level for item relocation.
To help you better understand how items are connected across different levels in the BOM, refer to the following key:
Move From (Right Click on this Level) | Move To (Drill Down and Highlight this Level) |
|---|---|
Phase(s) | Option(s) |
BOM(s) | Phases(s) |
Part(s) | BOM(s) |
Moving an Entire Option to Another Project: Should you need to transfer an entire Option to a different Project, right-click and choose "Move to Another Project." Then, simply input the Project number you wish to move the Option to, and press ENTER on your keyboard.