Edit target BOM properties in Microsoft Excel

You can export a target bill of materials (BOM), such as a manufacturing BOM (MBOM) or a selected area of that MBOM, as an Microsoft Excel (.xslm) spreadsheet file. You can then modify the properties of objects in Excel and import it back into Manufacturing-BOM Manager to update the original MBOM structure.

Procedure

1. Search for and open a work package with a linked source BOM and target BOM displayed on the BOM Alignment page.

2. (Optional) To filter the target BOM scope, select a manufacturing subassembly in the target BOM, and in the source BOM toolbar, click Focus .

3. On the BOM Alignment page, in the target BOM panel, select the assembly that contains the properties that you want to modify in Excel.

4. In the target BOM toolbar, select Excel Round-trip → Export to Excel .

5. In the Export To Excel dialog box, do the following.

In the SETTINGS group, select the Allow Structure Changes in Excel check box to make target BOM line properties editable in Excel.

Note The Include ID as Hyperlink and Include Outline Numbers check boxes are not functional.

In the PROPERTIES group, do one of the following.

From the Template list, select an Excel template.

Select Customize and select a specific property you want to review or modify from the list. (Optional) From the SELECTED PROPERTIES toolbar, do any of the following.

Move Up

Move the selected column up in the list for quicker access in the future.

Move Down

Move the selected column down in the list for quicker access in the future.

Add Properties

Add additional properties to be edited in Excel by clearing any check boxes that you do not want to include from a list of all available properties and then clicking Add.

Ignore the Run in Background check box, it is not functional.

Click Export.

In your browser download location, an .xlsm file is generated.

6. Navigate to the file location and open the file in Excel.

7. Edit and modify the object properties as needed.

Warning Although you can delete an object by deleting a row in Excel, restructure the order of objects by cutting and pasting lines in Excel, or add a new object by copying and pasting a line and defining a unique ID and name for the new line in the Tc_ObjectID and Revision Name columns, these actions may yield unexpected results and are not recommended.

8. Save and close the Excel file.

9. Return to the BOM Alignment page and in the target BOM toolbar, select Excel Round-trip → Import Changes .

10. In the Import Changes dialog box, click Choose File and navigate to the Excel file.

11. With the Overwrite Conflicts check box selected, click Import.

The target BOM structure is updated with your modifications. The assignment statuses are updated as well.