Data Blocks

Each data block is a set of columns grouped together based on categories of information that let you focus on claiming. Data blocks help you to organize and manage all the columns on a page.

The information in each data block is displayed in a grid-like format, maintaining a spreadsheet look and feel.

Component Details Data Block

The Component details data block on the left side of the page shows basic information about components so you can easily identify, sort, and filter them while claiming.

Component details shows a maximum of seven columns, which limits how much you have to scroll left and right. The Name column is required. You can choose the other six columns.

To choose which columns are shown, click Manage detail columns.

Step Data Blocks

The Step data blocks on the right side of the page show claiming information for each step. You can enter quantities and mark steps complete directly in the data blocks.

You can choose which steps and columns are shown in the Step data blocks. If you want to claim only for a certain step for all components, you can choose only that step to be visible.

To choose what steps and columns are shown, click Manage step columns.

You can use the Apply installed quantity to all button at the top of a step data block to apply an installed quantity to all components in your current view.

You can only apply installed quantity up to 50 components at a time, so you must filter your view first to show only the components you want to apply the installed quantity to.

When you click Apply installed quantity to all, you can choose to apply an amount or a percentage. After you enter a value, click Apply.

If you apply a certain amount that exceeds a component’s remaining quantity, all the remaining quantity is installed.

After you apply the installed quantity, the changes are flagged as pending in each row until you click Save claiming.