In SimpliPlan, the Parts list or Bill of Materials (BoM) lists all of the materials used in the plan, for example tiles and manufacturer's objects such as baths, washbasins etc. For more information, see What materials are summarised in the Parts list?
To open the Parts list:
- Click the Parts list icon, located at the bottom left of the screen:
Users can alter information in a cell by left-clicking and entering new information.
Users can add new lines. For more information, see How to add a line to the parts list.
In the Parts list, located in the menu on the right side of the screen, users have access to the View and Export options.
To close the parts list, click the X Close parts list button at the top right of the screen.
View
Under View, users can:
- Change how the quantity/totals are presented by clicking the Material field and selecting Sum up, Show per object or Hide.
Note: The default is Sum up. - Change how prices are presented by clicking the Prices field and selecting Show all, Hide empty rows or Without prices.
Note: The default is Without prices. - Change how installation times are presented by clicking on the Installation field and selecting Show all, Show per entry or Show none.
Note: The default is Show all. - Change how article and order numbers are presented by clicking on the Show article field and selecting Just article number, Just order number, Article and order number or None.
Note: The default setting is Just article number.
Note: The default appearance of the Parts list can be adjusted in Parts list settings.
Export
Under Export, users can Export parts list as PDF, Export parts list as table (CSV) and Export UGL inquiry by clicking one of the buttons, and following the on screen prompts.
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