Share
 
 

Items

Learn about using items in Vault.

Autodesk Vault Professional tracks the lifecycle of items used to manufacture products. The vault manages the files necessary to produce those items, such as CAD designs and the supporting documentation. Because information from the vault needs to be consumed by departments outside of engineering, the files in the vault are linked to items. When a file is assigned an item, a unique item number based on your company's standard is assigned to the item and a Bill of Materials is generated that tracks the relationships between associated items using the file relationship information from the vault.

What is an item?

Items refer to what a company manages, assembles, sells, and manufactures. An item is identified by its item number or part number. Items typically represent:

  • Parts
  • Assemblies
  • Consumable goods such as fluids, lubricants, and artwork
  • Bills of Material  

Items can be created in two ways:

  • Assign an item to a file using the Assign Item command.
  • Drag and Drop files into the Item Master tab
  • Drag and Drop files into the Item Master node in the browser
  • Use the New item command within the Item Master to create an item from scratch.
    Note: New items tend to be user-defined items that are not included in the CAD design such as grease, adhesives, or mechanical components that are not modeled.

What is the item master?

The Item Master is the complete list of all items within the vault. You can switch to the Item Master view by clicking the Item Master group button.

Item Tasks

    Each item in the vault has an item record. Use the Item Record dialog box to perform the following item tasks:

  • View general item details
  • View and edit item properties
  • Change item numbers
  • Change item lifecycle state or revision
  • View item revision history
  • View and edit BOM data
  • View where used information
  • View Change Orders applied to the item
  • Add items to a new or existing Change Order
  • Attach files and edit attachments

Item rules

  • The following files can be assigned items:
    • Inventor .ipt and .iam files checked in using the Inventor add-in.
    • AutoCAD and AutoCAD Mechanical .dwg files checked in using the add-in for AutoCAD products.
    • AutoCAD Electrical project file (wdp).

      Note: If you assign an item to a .dwg file that belongs to an AutoCAD Electrical project, the project file is assigned to an item, and each .dwg that belongs to that project is assigned to an item.

    • Any non-CAD files such as Microsoft Office documents.
  • The files must be checked into the vault before assigning an item.
  • The files must be checked in with a native application to have the BOM information for assign and update item.
  • The permission assigned to a user determines the item tasks the user can perform.
  • The security of an item determines which operations may be applied to an item.

Who can work with items?

Vault Professional uses a secure database. A user must have an account to access data and must be assigned appropriate user permissions. User permissions are set using the following roles:

Role

Description

Administrator

Full privileges within Vault Professional and administrative privileges on the server. ERP tasks are included.

Item Editor Level 1

Basic file and item privileges within Autodesk Vault Professional, but cannot delete files, folders, or items. No administrative privileges on the server.

Item Editor Level 2

Full privileges within Vault Professional, but no administrative privileges on the server.

Item Reviewer

Read-only access to items and files.

Document Editor Level 1

Basic file adding and editing privileges within the vault, but cannot delete files and folders. No administrative privileges on the server.

Document Editor Level 2

Full privileges within the vault, but no administrative privileges on the server.

Document Consumer

Read-only access to vault data only.

ERP Manager

Performs ERP tasks:

  • Configure and manage the MSMQ DWF settings.
  • Import ERP: Import an item from an ERP system into Vault Professional.
  • Export ERP: Exports items for use with an ERP system.

Was this information helpful?