To Assign Parts Data to a New Project (BOM Explorer)

Open the Project Manager.

Create a New Workset and assign a database to it.

Note: A Workset which has a database assigned to it is considered a project in OpenUtilities Substation .

Select the new project in the Project Manager and select the BOM Explorer tab.

In the BOM Tree, right-click and select Add Installation from the menu. The Add dialog will appear.

Enter the name of the new installation in the Add dialog and select OK . You can change the name of this installation later if necessary.

Right-click on the name of the new installation and select Add Location from the menu.

Enter the name of the new location in the Add dialog and select OK. You can change the name later if necessary.

If you need additional installations or locations, create them in the same way.

Optional: If you decide you don't need an installation or location that you created, right-click on the name and select Remove form the menu.

Assign part numbers to the locations you have created. Any part numbers that are assigned to the project must be associated with a device ID. You can manually create device IDs and then assign parts to them or you can allow the software to assign IDs automatically as you add parts to the project.

If you wish to have device IDs assigned automatically, simply drag the part numbers from the right side of the dialog and drop them on top of the desired location name. A + character will appear at the cursor when it is positioned over a location or ID to which you can assign a part number.

The software will create a device ID for the part number based on the device tag mnemonic (defined during symbol creation for the schematic symbol specified in the parts record) and a sequential number. The ID and part number will appear below the location name (you may have to click on the + icon beside the ID to display the part number).

The ID icon that appears beside the ID is bold if no symbol has been placed in the project, and it is grey if a symbol has been placed. When you place one of these bold IDs in the primary drawing mode, the ID will be renamed to conform to the project ID format. These bold IDs are also referred to as temporary IDs.

or

If you wish to manually create device IDs, right-click on the desired location and select Add Device ID from the menu. Click the Use as Permanent ID check-box to preserve the device tag when placing symbols. Enter the ID in the Add dialog and select OK.

Note: Temporary IDs are surrounded by brackets (e.g., [PB1]) to make it easy to distinguish permanent IDs and temporary IDs.

To assign a part number to a device ID, you can either drag a part number from the right side of the dialog and drop it on top of the ID, or you can right-click on the ID and select Add Part Number from the menu. The Select Part Number dialog will appear from which you can select parts.

You can assign attributes to the device Ids in the BOM Explorer by right-clicking on the ID and selecting Attribute from the menu. The BOM Attribute dialog will appear:

When you select the Add Attribute link, the Attribute List dialog will appear:

Here you can select one or more attributes followed by the OK button to add these to the BOM Attribute dialog. Then you can enter the desired value in the Value field. Select OK to finish assigning the attributes.

Note: Once you select an attribute, any existing values for that attribute will be displayed.