Add, edit, and delete a part

Updated

Add a new part to your workspace

  1. Click Resources under Management.
  2. Click Parts.
  3. Click the yellow plus button.
  4. Fill in the available fields (only the image, the part number, and the description are mandatory).
  5. Click Add.

Add a new part category

It’s a good practice to group your parts into several categories. Consequently, it’ll be easier for you to parts in your workspace.

  1. Click Resources under Management.
  2. Click Parts.
  3. Click the plus icon next to existing part categories (if there are existing part categories already) or next to All parts (if there are no existing part categories yet).
  4. Type in the name of the part category.
  5. Click Add.

To edit or delete a part category, click the ⋮ (three-dot) icon next to the part category’s name, as shown in the image below:

docs how to add a new part category

Open the part editor

  1. Click Resources under Management.
  2. Click Parts.
  3. Click the ⋮ (three-dot) icon next to the part that you wish to edit.
  4. Click Edit part.

Here’s what you can edit on the part editor:

docs how to open the part editor

  1. The General tab, where you can edit a part’s main attributes.
  2. The Properties tab, where you can manage a part’s properties.
  3. Click to change the part’s image.
  4. Edit the part’s number/name here.
  5. Edit the part’s description here.
  6. Edit the part’s category here.
  7. Edit the parts’s tags here.
  8. Add attachments here.
  9. If there was any revision to this part, edit it here.
  10. Edit the part’s vendor/manufacturer name here.
  11. Edit the part name that was given by the vendor/manufacturer here.
  12. Edit the part’s unit of measurement here. This field is useful for parts that are uncountable and can only be measured. For example, a liquid paint can be measured in liters.
  13. Edit the part’s weight here.
  14. When you’re done with your edits, click Save. However, if you would like to cancel your edits, click Cancel.

Delete a part from your workspace

  1. Click Resources under Management.
  2. Click Parts.
  3. Click the ⋮ (three-dot) icon next to the part that you wish to delete
  4. Click Delete part.
  5. Click Delete.
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