SOLIDWORKS Manage 2022 BOM Enhancements

Article by Rod Mackay updated November 24, 2021

Article

SOLIDWORKS® Manage is an advanced data management system that extends the global file management and application integrations enabled by SOLIDWORKS PDM Professional. SOLIDWORKS Manage is the key element in providing Distributed Data Management. With SOLIDWORKS Manage 2022 there are many new enhancements for the Bill of Materials (BOM) that allows users to share, filter, and easily obtain the latest version:

Sharing your BOM

SOLIDWORKS Manage 2022 now allows you to share BOM views, via a web page link or email message, with users that may not have direct access to the system

  • Enabled at the object and BOM view level and accessed via the BOM Tools menu
SOLIDWORKS Manage Share BOM

SOLIDWORKS Manage Share BOM

  • Provides external uses a way to view BOM contents and make comments in designated reference specific field columns.
SOLIDWORKS Manage 2022 External BOM

SOLIDWORKS Manage External BOM

  • List of shared BOM available in the Share right side fly out in main UI
  • Links are time based and can be set to expire as desired
SOLIDWORKS Manage BOM Link

SOLIDWORKS Manage BOM Link

  • Limits can be set on number of that can be shared per link and the number of links a user can create

Bill of Materials Filters

SOLIDWORKS Manage 2022 allows you to create and save filters to quickly show desired BOM contents:

  • Filters can be saved and edited as global to make them available to all users
  • Based on filters applied to columns via the Show / Hide filters icon or by using individual column filters
SOLIDWORKS BOM Filter

SOLIDWORKS BOM Filter showing parts with red paint required

Bill of Materials Latest Version Setting

Show latest version setting remembered after log out/log in for each user

Show latest version

Show latest version

SOLIDWORKS Integration BOM View

The Bill of Material view available via the right click menu, now displays the “Open BOM in new window” dialog to enable editing.
Eliminates the need to go back to the main UI to access the editing capabilities:

SOLIDWORKS Manage BOM

SOLIDWORKS Manage BOM

SOLIDWORKS Integration Drawing BOM Table

You can now add a SOLIDWORKS Drawing BOM from a linked record:

  • It is now possible to add a Bill of Material table from a file’s Linked Record
  • Uses BOM variants and templates defined in the Linked Record object
  • If multiple linked records are associated to a file, the user can choose which Linked Records is used
Insert BOM Table

Insert BOM Table

Open linked record from add-in:

  • Linked records for file can be accessed directly from the SOLIDWORKS Manage Add-in via the right click menu:
Open BOM Record

Open BOM Record

  • BOM “Item” numbers are now available to include in BOM tables and balloons. Previously only the Marker could be shown to display a sequenced number for each line item:
SOLIDWORKS Manage Drawing BOM

SOLIDWORKS Manage Drawing BOM

Learn more about SOLIDWORKS Manage

The Administering SOLIDWORKS Manage training course teaches system administrators the basics of how to get started in this expansive software. Topics include basic setup, routine maintenance, connecting to PDM, Document and Record objects, Users and Groups, various field types, and the Web Client.

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Rod Mackay

Rod has been using 3D CAD software for over 25 years and has trained thousands of designers to use their CAD systems more effectively. Rod is the Javelin Webmaster and is based in Ottawa, ON., Canada.