Component integration

Plan Component Integration

In the Component integration tab, you can enable the integration with InEight Plan components.

Setting the Enable component integration with Plan toggle to On enables the following:

• The Get Plan Components option in the project > Design > Quantity Items > Actions menu.

• The Component column in project > Settings > Design > Quantity Forecasting > Attributes and project values tab. You can configure criteria for how component data is assigned to a quantity item.

Sync components by clicking Refresh Components or Delta Refresh Components. The status and last refresh date are shown next to the refresh options so you can be informed of when the last refresh was completed.

When you enable component integration with Plan, at least one attribute must be turned to On in the project > Settings > Quantity Forecasting > Attributes and project values > Component column. For more information, see Attributes and project values.

When components with these attributes are synced from Plan, Design automatically associates the components to the quantity item when a quantity item exists with matching attributes.

The component attributes must match the unique configured attributes. Changes to Component integration settings cannot be saved until these are selected.

Considerations

• You must have Level 3 – Account Admin permissions in InEight Platform or a role with the applicable permissions in Quantity Forecasting.