File manager

To add and manage BOM files, use the File Manager.

The File Manager can be opened from the File Manager icon in the BOM right-side menu.

Uploading Files

1. Select the scope: Customer, Project, or Phase.

The scope determines whether the file is added under the customer, project, or phase.

• In Phase scope, only files added to that specific stage are displayed.
• In Project scope, all files added to that project and its stages are displayed.
• In Customer scope, all files added to the customer’s projects and stages are displayed.

The Phase column shows:

• empty — the file is added to the customer
• project number — the file is added to the project
• project and phase number — the file is added to the phase
• project, phase, and version number — the file is added to the phase version

1. Drag and drop file(s) into the File Manager and select the file type.

Adding a File to a Phase Row

To add a file to a phase row:

• Drag the file from the File Manager

or

• Double-click in the Filename column, or start typing and select the file from the dropdown list.

Downloading Files

Files uploaded to Eziil can be downloaded either:

• all at once based on the selected scope and active filters, or
• individually on a row-by-row basis.

Editing and Deleting Files

Files can be edited by opening them from the pencil icon.

Files that are not in use can be deleted using the trash icon.

Backups

The Backups section displays backups created from a phase.

To create a backup:

1. Select the phase rows.
2. Right-click and choose Actions → Create phase backup.

An Excel file will be created, which can later be downloaded and uploaded again either to the same phase or to another phase.