Left panel - Browser

Icons

In the upper left part of the dialog box, there are some icons to control the tree view display:

Some icons appear in the TreeView to indicate that the elements contains particular information:
Assembly Name in Bold Blue Font - it means it has AutoNaming
- it means it has Attachments
- it means it has Revisions
- it means it has PostIt Note
- it means it has Status Color
- it means it is a linked file and the path.

Actions

- Select in the Scene the selected TreeNodes
- Update the TreeViews, Refresh, Expand and Collapse All
- Select Element in BOM Grid (only active when there is a BOM grid)
- Hide Selected Elements, Hide Unselected and Show All
- Ghost Selected Elements, Ghost Unselected, UnGhost All
- Zoom on Selected Item
Each click rotates the view by 90 degrees, but if the item is selected in the scene, the first click shows it in the browser and in the BOM tab
- Set Trasparent All Other Parts
- Suppress All Other Parts
- Suppress/UnSuppress the Selection
- Exchange Selection
- Create new configuration (only active when use Suppress All Other Parts)

BOM Management

icons to manage the BOM:

- Create BOM
- BOM Settings
- Open Settings Dialog…
- Open BOM Configuration Manager…

Utils

and some utility icons:

- Search by Properties
The results will be shown in the Search tab (see bottom of this page)
- Set TreeView Sort Option
Sorts by PartName, Creation date, PartNumber or Category; the last option sets the new sorting to the SceneBrowser
- Search and Replace Text inside elements
- Rename Children Parts (active only when an assembly is selected)

Tabs

In the bottom edge there are four tabs:

Scene Browser

It is the same tree view as the scene

By Type

Is a treeview divided by type of elements grouped automatically into: assemblies, empty assemblies, parts, sheetmetals, 3D curves, external links, fasteners and steels; it is also possible - with the right click - to Suppress/Unsuppress all elements in the group.

Included in BOM

Shows the elements included in the BOM, or those not included or see them both (with the combobox below you can choose how to see them)

Search

This tab containing the results of the search function;

search for a multiple fields:

search for a Status filter:

or the result of Search by Properties.

Right panel - Properties

On the right side there are some tabs whose number changes according to what is selected in the browser on the left.

Scene

This tab shows the properties of the opened file (in the top grid), while in the bottom tab “Scene Properties” you can edit them or add new ones, if you want to always add the same properties in all scenes, see here.

BOM

In the BOM tab, you manage all the data that will be used to compile the Bill Of Materials, such as PartNumber, Description and User Name (you can also change it in the browser on the left, click on the name and click again to edit), also you can set Material Name, Color and Category, while in the bottom of the tab you manage the Custom Data.

- Search Next Part with the same PartNumber
- Serach Previous Part with the same PartNumber
- Set Status Colors on the selected elements see here

- Include or Exclude Element in BOM

(If the icon in BOM is disabled, also the fields PartNumber, Description and Quantity will be disabled.)

- Set User Quantity
If it’s active, in the grid below the quantity row is activated (the item “Computed by IronCAD” disappears) and the quantity can be entered manually

Available only for Assemblies

- - Assembly Expansion in BOM

Expand or Treat as Part, for All connected instances or Only for this Assembly

Utility and Custom Data

In the left column, you can enter the Name of the CustomData, or if you click on the dropdown menu, you can choose the name from a custom list (that you can create and modify by clicking on the <New...> field) see here for set default name

While, in the right column enter the Value of the CustomData, again if you click on the drop down menu, you can choose the value from a custom list (which you can create and modify by clicking on the <New...> field), in addition there are two other special fields:

• <Get From Parent> If you select this option, the value of the current CustomData is obtained from the one with the same name from the parent assembly and set in the CustomData value of the part.
• <Set To Children> When you select this option, the current CustomData value of the assembly will be set in all child items that have a CustomData with the same title as the assembly.
  These options only copy CustomData values. Copied values do not remain “linked” to the original selected value

the icon in the name cell - Deletes the CustomData field, both the name and the value
the icon in the value cell - Sets and links the current value from an Excel cell

By typing Alt+d in a CustomData or Property field, the current date will be inserted.

Utility Icons

- Set current UserName using PartNumber
- Set current UserName using Description
- Set current PartNumber using UserName
- Set current Description using UserName
These four tools also work with an active multiple selection in the browser.

- Set UserName using CustomValueSchema
- Set All UserNames using CustomValueSchema
- Set CustomValueSchema
Sets the field to choose to change the user name:

- Numbering Selected Elements, read more here…
- Import CustomData, import custom data from Excel file, CVS or Text file
- Export CustomData, export custom data to a CVS or Excel file (all CustomData or DefaultTitles)
- Update Excel -> Custom fields, update custom data fields linked to an Excel file, or vice versa.

Custom Data fields that are linked to Excel are yellow and there are two icons in the cell, one to view the Excel file and the other to remove the link.

Other tabs

In the bottom area of the BOM tab, in addition to the Custom Data fields, there are also tabs for: Revision History, PostIt Note and Attachements. And here you can add or edit all these properties very quickly.

Element

In this tab you can see the geometric data of the element such as sizebox and position, and it is also possible to change the Material Name and then calculate the volume and weight and the center of gravity (if the selection is a 3D curve, it shows the length of the curve).

Configurations

The tab shows the present configurations of the file and here you can also manage them.
To manage the configurations you can also see Configurations Manager.

Search

Here you can search and manage searches for elements in the open file, you can search across multiple fields and with different conditions, you can search only for certain elements by selecting the icons in the top bar, and you can also save the search conditions to reuse them in other files.

- Start Search
- Clear Search TreeView
- Clear Search Grid
- Add Search Condition
- Remove Search Condition
- Save, Delete, Apply Search Condition
- Search by Status Colors
- Include/Exclude Elements in the Search
- Search Case Sensitive

Bottom panel - BOM Grid

In the Bottom Side of the dialog the Bill Of Materials is shown, normally it is hidden, to show it you have to create a BOM.

Icons

Above the BOM there are some icons to control the grid:

- Update BOM and Import from Excel

- Export Grid BOM in txt format or in other formats:
see here how to set Export BOM

- Print Preview Grid BOM (open dialog)

- Print Grid BOM (directly)
- Autoresize All Columns during resizin of the dialog
- Auto Fit all the columns of the BOM
- Save the Template file of Columns Layout
- Restore the Columns Layout usin Template file

- Show Parent CustomData to Children Elements
- Clear Parent CustomData to Children Elements
Show/Clear Assembly CustomData in Children Parts, only if you have enabled the “Inherited by Children” setting in a BOM configuration.

- Toggle Selection Mode
Allows you to select multiple grid cells, useful for copying and pasting them in other areas or in other applications such as Word, Excel…

- Set Custom Sort

Normally to sort the grid you can click on the column name, with Set Custom Sort you can sort the grid by more than one column.

- Set Row Filter

When the option is enabled, a new icon appears at the top of the rows, clicking on which brings up a menu for selecting a quick filter or a custom one.

- Open the BOM in a new dialog, (is up there on the right), effectively detaching the BOM grid in a separate window; this behavior can be set as the default choice in BOM Settings -> BOM Option Grig
- Close BOM, (is up there on the right) closes the active BOM grid.

At the bottom of the BOM there are one or more BOM tabs, with the name of the selected file or assembly, and in square brackets which [BOM configuration name] was used to create it.

In the example above there are two ones, the first of the entire file and the second of the Shaft assembly only, both with the configuration [Material_Weigth].

To view the BOM you want, you need to create a configuration and set it in BOM settings to choose what to include, and how to format the different columns, etc.

Management of Price

Possibility to manage the prices related to elements in the ProActveBOM. All the prices and the rules about the price calculation are store in the file IPROBOMPriceList.xlsx, stored in the ..\Prefs\ folder of IC-Mechanical.

The meaning of the fields is:

• PriceCode/PartNumber: This is the key search about the price; it could be a custom data named PriceCode or, if the custom doesn’t exist, the PartNumber of the element.
• Price: It’s the unitary price to be used for the elaboration.
• Unit of Measure: That is a integer value that define the way to calculate the final price; at the moment, the available values are:
  • 1 - Unit Price
  • 2 - by Linear Meter
  • 3 - by Square Meter
  • 4 - by Cube Meter
  • 5 - by Kg Weight
  • 20 - by Linear Millimeters
  • 30 - by Square Millimeters
  • 40 - by Cube Millimeters

In order to have the Price reported in the BOM, it’s necessary to define a field in the BOMConfig related to the Price:

• All the parts or assemblies (treated as part) are elaborated in order to get a price.

When the field related to Price is defined, the elements in the scene are elaborated in this way:

1. If the element has a custom data named PriceCode, this will be used to search a correspondence with the first column of the Excel file.

• If PriceCode is not defined, it will be used the value of PartNumber.
  • If in Option of GetValue in IPROBOMPriceList you use <MATERIAL> tag, will be used the value of Material.
  • If in Option of GetValue in IPROBOMPriceList you use <PARTNAME> tag, will be used the value of PartName.
  • If in Option of GetValue in IPROBOMPriceList you use <PARTNUMBER> tag, will be used the value of PartNumber.
  • If in Option of GetValue in IPROBOMPriceList you use <MyCustomTitle> tag, will be used the value of MyCustomData

2. After the calculation, the resulted price will be reported on the grid.
3. If the correspondence is found, the price is calculated using the properties (Unit=quantity, Linear=length, Square=area, Cube=volume, Kg=weight) of the element.

Status Color Filter

The Status Color Filter in the pop-up menu allows you to choose which parts to display in the BOM based on their assigned status.

You can choose to include/exclude all states or just some of them.

For how to activate the display of the Color States in the TreeView see here BOM Settings Dialog

For how to assign color status to elements, see here, for how to use the status in the BOM, see Config BOM, and for how to search for elements based on their status, see here.

BOM Type

The BOM Type of the flyout menu allows you to check which parts and how should be displayed in the BOM and how to create the BOM itself.

Top Level BOM

Displays only the elements in the top level of the Scene Browser or the elements below the selected assembly.

Only Parts BOM

Show parts only and excludes all assemblies that use the Expand option in BOM; however, assemblies that use Treat as Part are considered “parts” and appear in the BOM.

Flat BOM

It shows a flat structure as BOM Parts Only, but here you can also choose to include or not include the assembly using Treat as Part or Expand.

And whether to include in count the children parts of Assemblies not in BOM.

With the Options menu you can select how assemblies using the Treat as Part setting should be handled and whether they should be shown (or not shown) in the BOM.

Treatment

• Treat as Assembly - forces all assemblies set to Treat as Part to expand (so ignore treats as part).
• Treat as Part - then use Treat as Part just as they are set.

Add to BOM

• Add the item to the BOM - then show these assemblies as parts in the BOM.
• Don’t add the item to the BOM - so do not show these assemblies in the BOM.

Structured BOM (Stop on Assemblies Treated as Part)

It does not show parts that are included in assemblies set as Treat As Part. The generated BOM will manage the element numbers in different columns (Level 0, Level 1, etc.) thus re-applying the Scene Browser tree.

Multi Level BOM (Force Expand on All Assemblies)

Shows all elements below the selected layer, even if assemblies use the Treat as Part setting. This is a great way to create a complete list of projects with all components.

Multi Assemblies BOM

Automatically create multiple tabs with BOMs, where each tab is a BOM of each assembly in the 3D file.

The Level n° option allows you to set the depth of the search in the tree.

A super fast way to create multiple BOMs at once ;-)

Multi BOM by Category

Automatically create multiple tabs with BOMs, where each tab is a BOM divided by Category.

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BOM Options

The BOM Options of the flyout menu allow you to include additional BOM data and set other options.

Include All CustomData

Adds a column for each custom data value found in parts/assemblies. Items that do not have a certain custom value will have one blank box per row, which can also be manually filled in directly in the paragraph list, it’s also an easy way to fill in the BOM.

Include Unfolded SheetMetal Parts

It also shows the Unfolded SheetMetal Parts in the BOM. By default these are not displayed in IronCAD unless they are explicitly unfold.

Include Suppressed Elements

It also includes all the off (suppress) parts/assemblies, so you can get a complete list of everything in the 3D scene.

Counts Parts using Assembly Number

It means that the number of a parts is calculated from the number of the assembly in which it is included and not how many parts are actually contained in the assembly.

Include Element having Empty PartNumber

Items that have no item PartNumber are also counted and give them a “ND_xxx” temporary serial number. This number is not actually saved in the item but is only displayed in the BOM.

Include Element having Empty Description

Items that have no item Description are also counted in the BOM.

Elaborate Children of Not in BOM Assemblies

Also considers parts of assemblies not in the BOM, so they are processed and shown in the BOM.

Compact Layout for Structured BOM

Merges the Levels columns of the BOM Structured and Multi Level into one and creates the numbering based on the nesting of parts and assemblies ex. 1, 1.1, 1.2… 2, 2.1, 2.2, 2.2.1, 2.2.2…

Set Category Filters

Set up filters for categories, so you can create BOMs that include/exclude certain categories.

Categories can be created with the Category tool or in the BOM tab of the ProActive Manager.

Update Excel->Custom during the BOM

If there are CustomData linked to the Excel file, they are updated automatically.

BOM Settings Dialog

In the BOM Settings dialog you can set the default values for the BOM Type and BOM Options for the Grid,

and for the export options to Excel.

File and CustomData Properties

You can also always and automatically assign additional properties to all files you open in: Default File Properties and/or Default CustomData Properties.

In CustomData, you can choose to assign them to assemblies only, parts only, or both; and the field name will be set automatically to the assembly or part see here for more options.