Entity Type	Permission Type	Permission Description
Bill of Materials	View	The ability to view the Bill of Materials
Bill of Materials	Create	The ability to create a new Bill of Materials via the Full Update import
Bill of Materials	Update	The ability to update the existing Bill of Materials through the Partial Update import
Bill of Materials	Import	The ability to do Bill of Materials updates via import
Materials	View	The ability to view the Material Catalog
Materials	Create	The ability to create new Material Catalog entries
Materials	Update	The ability to update existing entries in the Material Catalog

If you lack the permissions to follow along in this article, please contact your project's admin.

Navigation

New Navigation

Expand the left-side menu and click on (1) Procurement > (2) Bill of Materials.

Classic Navigation

Expand the left-side menu and click on (1) Project Information > (2) Bill of Materials.

Either of the above options will bring you to the Bill of Materials grid.

What is the Bill of Materials?

The Bill of Materials (BoM) is a list of material requirements for your project. Each requirement is associated to a Component Identifier and a Drawing and you can easily see which materials have been allocated to an IWP via the Is Added to IWP field.

Updating the Bill of Materials

There are two different ways of updating the BoM. Note that both ways require importing data into O3. You can learn more about importing data here.

Full Update

If you're importing your BoM for the first time, you'll want to use the Full Update. You can find an import template for a BoM - Full Update at the bottom of this article.

Note: you may want to use the BoM - Full Update if you already have your material requirements populated. This will clear the BoM for the Source listed in the import file. Be caution when conducting a Full Update. If you want to create additional material requirements without wiping existing ones, you will do a BoM - Partial Update.

Partial Update

A BoM Partial Update can be used to add new material requirements or update existing ones without wiping material requirements. You can find an import template for a BoM - Partial Update at the bottom of this article.

The Material Catalog

The Material Catalog shows the different types of material that will be used on the project.

You can find the Material Catalog under (1) Procurement > (2) Material Catalog if you're using the New Navigation.

Or (1) Project Information > (2) Material Category if you're using the classic navigation.

Your Material Catalog is automatically populated via a BoM update, though you can create Material Catalog entries by clicking on the + sign above the grid.

Materials can be associated to Drawings via a Material Catalog entry. When certain material are associated to an IWP, the associated Drawings will be pulled in as well.

Want to learn more about managing materials in O3? Click here.
Want to learn about something else in O3? Check out our Help Center.
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