BOM CoDesign
The BOM CoDesign functionality facilitates collaborative BOM design between the ECAD and Procurement domains. This functionality enables the designer and procurement expert to interact using the notion of Related BOM snapshots created with the BOM Portal functionality.
The BOM CoDesign functionality is accessed from the Related BOMs tab of the Properties panel for an Altium 365 Workspace project's ActiveBOM document. The Related BOMs region at the top of the panel lists the Managed BOMs related to the project. Expand an entry of a related BOM to see its releases.
- Each related BOM entry is listed with respect to its name, details (Managed BOM's description), and last modified date.
- Each related BOM release entry is listed with respect to its lifecycle state (indicated by the color icon), revision ID, details (release notes for the release), and last modified date.
Select an entry of a related BOM or one of its releases in the Related BOMs list to see its details in the lower part of the panel.
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When a related BOM entry is selected, its name will be presented at the top of the region. Click it to open the corresponding Managed BOM in the Altium 365 Workspace browser interface. Also, the Details region will be presented to show the Managed BOM's description (
).
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When a related BOM release entry is selected, the name of its parent BOM, the revision ID of the release, and the lifecycle state indicated by its icon and name will be presented at the top of the region. Click the revision ID to open this release in the Altium 365 Workspace browser interface. Also, the Details region will be presented to show the release note (
).
Click the 
button at the bottom of the list to refresh the list and the details with the changes applied to the currently selected Managed BOM and/or the design's live BOM.
Analyzing BOM Health
When an entry of a related BOM or one of its releases is selected in the Related BOMs list, the BOM Health region in the lower part of the panel shows a summary of BOM issues found. The number next to each issue type shows the number of BOM entries in that issue. Click an entry in the BOM Health region to open the BOM in the Altium 365 Workspace browser interface.
Note that these issues are synchronized with BOM check report modes configured for the corresponding Managed BOM – learn more about configuring BOM Checks in the BOM Portal.
The icon at the top of the details region reflects the overall state of BOM health. If there are issues of the Error or Fatal Error report level, the 
icon will show. If there are issues of the Warning report level only, the 
icon will show. Hover the cursor over the icon to show the BOM health summary in the tooltip ( 
).
Analyzing Differences
Select an entry of a related BOM entry or one of its releases in the Related BOMs list to analyze differences between that BOM/release and the design’s live WIP BOM (ActiveBOM). The summary of differences is presented in the Differences region and includes lists of Added, Modified, and Removed BOM entries. Expand an entry to see details on a particular difference and access applicable actions.
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Click the
button to resolve the difference by applying a change from the Managed BOM to the current ActiveBOM document data.
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Click the
button to access additional actions available such as opening the BOM Portal with the part of interest selected or exploring the part in the Manufacturer Part Search panel.
The Price Changes region shows the Price per Board and Order Price values according to the selected related BOM and differences in price between the design’s live WIP BOM and the selected related BOM.