Addings

Addings panel

The addings panel can be opened from the “+” icon on the right side of the BOM view. It allows you to add, edit, or delete customers, projects, and phases.

Editing

To edit an existing customer, project, or phase, select the desired BOM row either before or after opening the additions panel. This will open the corresponding customer, project, or phase page, where you can make the necessary changes and click “Save.”

Adding

To add a new customer, project, or phase, open the addings panel, choose the appropriate tab (Customer/Project/Phase), and click “New.” Fill in the required details and click “Save.”

You can also create a new entry by copying an existing one. To do this, open the appropriate tab in the addings panel and click “Copy.”

• If you leave the project number field empty when adding a project, the number will be generated automatically.

Deleting

To delete a customer, project, or phase, select the corresponding row, open the additions panel, and click “Delete.”

Only rows without history can be deleted. To delete a project, you must first delete all phases associated with it.