Setup Project Parts Library and Kits

Derek Torres
Derek Torres
  • Updated

When creating Worksheets on a Project Proposal, you can select Parts and Part Kits from your Parts Library's different Datasets and Parts Categories.

This article will walk you through setting up these Datasets, Parts Categories, Parts, and Parts Kits in your Parts Library.

Setting Up Your Parts Library

  1. To navigate to your Parts Library, click the Setting Wheel Icon.
    Screenshot 2023-08-01 at 4.05.42 PM.png
  2. Click Project Mgmt.
  3. Click Setup Project Parts Library.

Screenshot 2023-08-01 at 4.10.11 PM.png

 

Adding a Part to your Parts Library

  1. On the Setup Project Parts Library Menu, click the +New button. This will open the Add Parts Library menu.
    NB_AddParts.png
  2. Select a Dataset and Part Category.
  3. Enter all additional required (*) fields. Fields are defined in the table below:
    Part Field Definition
    Item Number The item's number identifier.
    Description

    required (*) A description of the item.

    Mfg/Vend The item's manufacturer and/or vendor.
    Cost Type required (*) The cost type the item should belong to. Typically is Material or Equipment.
    Qty The quantity of the item. Typically this is '1', and you change the quantity in Worksheets on a per project basis, but you can define a preset quantity other than one here.
    Unit Cost required (*) The per unit cost of the item.
    Labor A-F The hours of labor typically used on a project of a certain type (A-F) for this item.
  4. Click Save when done.
    • If you want to add more parts, click Save & New.

Editing and Deleting Parts from Your Library

  1. On the Setup Project Parts Library Menu, search for the relevant part.
  2. Click the drop-down arrow to the far right.
  3. Click Edit or Delete.
    NB_EditDelete.png
    • Edit will open the same menu when adding a part, make changes and click Save when done.
    • Delete will open a menu that asks to verify if you want to delete the part. Click Okay to delete.

Adding and Editing a Dataset

A Part Dataset contains Categories and Parts. Some companies use Datasets if you have multiple vendors who carry different parts at different prices.

All accounts have a Main dataset that cannot be deleted.

Adding a Dataset

  1. On the Setup Project Parts Library Menu, click the Dataset Editor button.
    NB_DatasetEditor.png
  2. Enter a Part Dataset Name.
  3. Click Save when done.

Editing a Dataset

  1. On the Setup Project Parts Library Menu, select the relevant Dataset from the Dataset drop-down.
  2. Now you can add, edit, and delete parts in that dataset.

Editing a Dataset Name

  1. On the Setup Project Parts Library Menu, click the Dataset Editor button.
  2. Click on the relevant Dataset Name.
  3. Make changes to the name field.
  4. Click Save when done.

Deleting a Dataset

  1. On the Setup Project Parts Library Menu, click the Dataset Editor button.
  2. Click on the relevant Dataset Name.
  3. Click Delete.
    • Delete will open a menu that asks to verify if you want to delete the part. This will delete all categories and parts, so be sure you want to delete. Click Okay to delete.

Adding and Editing a Category

category exists in your Parts Datasets and can be used to organize your Parts into certain categories.

Adding a Category

  1. On the Setup Project Parts Library Menu, select the relevant Dataset from the Dataset drop-down.
  2. Click the Category Editor button.
    NB_CategoryEditor.png
  3. Enter a Part Category Name.
  4. Click Save when done.

Editing a Category

  1. On the Setup Project Parts Library Menu, click the Category Editor button.
  2. Click on the relevant Category Name.
  3. Make changes to the name field.
  4. Click Save when done.

Deleting a Category

  1. On the Setup Project Parts Library Menu, click the Category Editor button.
  2. Click on the relevant Category Name.
  3. Click Delete.
    • Delete will open a menu that asks to verify if you want to delete the part. This will delete the category and associated parts so be sure you want to delete. Click Okay to delete.

 

Setting Up Your Parts Kits

Parts Kits allow you to group different parts and quantities into sets that you can easily add to Project Worksheets. This is useful when you often add the same parts to proposals.

This article will walk you through setting up Parts Kits in your Parts Library.

  1. To navigate to your Parts Library, click the Setting Wheel Icon.
    Screenshot 2023-08-01 at 4.05.42 PM.png
  2. Click Project Mgmt.
  3. Click Setup Project Parts Kits.

NB_PartKitsPage.png

Parts Kits Video Walkthrough

Creating and Editing a Parts Kit

Creating a Parts Kit

  1. On the Setup Project Parts Kit Menu, click the New button.
  2. Enter a Title and Description.
  3. Click Save.
  4. Under the Add Parts to Kit Menu, search for and check to select which parts you want to add to the kit.
  5. Click the Add Parts button. Repeat steps 4-5 as many times as necessary.
  6. Adjust the parts Qty (quantity) as needed.
  7. Click Save when done.

Editing a Parts Kit

  1. On the Setup Project Parts Kit Menu, select the relevant Parts Kit from the Parts Kit drop-down.
  2. Change the Qty (quantity)of any parts.
  3. Click the trashcan icon of any parts to remove them from the kit.
    NB_EditPartsKit.png
  4. Under the Add Parts to Kit Menu, search for and check to select which parts you want to add to the kit.
  5. Click the Add Parts button. Repeat steps 4-5 as many times as necessary.
  6. Adjust the parts Qty (quantity) as needed.
  7. Click Save when done.

Deleting a Parts Kit

  1. On the Setup Project Parts Kit Menu, select the relevant Parts Kit from the Parts Kit drop-down.
  2. Click the Delete button on the top right.
  3. Click Okay.

Managing Project Parts Library Imports and Exports in NorthBoundary

 

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