Create a Component from Scratch

  1. From an open project, go to the Quantity Tracking module.

  2. To create a component, select the Add icon on the left toolbar.

  3. Select Activity.

    • This opens the new activity component slide out-panel. By default, the summary accordion menu should be expanded

  4. In the Summary menu, enter your component details.

    Depending on what project setting you have set up, when you assign your WBS, the Unit of Measure, Discipline, and Discipline/Claiming Scheme fields might be automatically populated and locked for editing.
    You can associate material components and assembly components to activity components by adding materials or assemblies to the Parent record field. To associate materials, check that you have the setting Associate Claiming to Material Components turned on in your Project Settings > Plan Quantity Tracking.

  5. Open the Location menu by clicking on the Location title header.

  6. In the Location menu, enter the location and commodity information.

  7. Open the Discipline specific menu and enter your grade and coating information.

  8. After you have completed filling out your information, click Save.