Copy, move, and remove items

Use the copy, move, and remove functions to manipulate the eBOM in the BOM section of a project.

Important: Any manipulation of the eBOM in the web application does not change the cBOM. The cBOM can only be change in the corresponding CAD software system and updated in Upchain using the CAD plugin.

Tip: View the Where used tab of the item to see all eBOMs and projects in which the item is being used.

Copy an item

When you copy an item and paste it in a different location, several things happen:

The copied item is retained at the source location.
The copied item now belongs to more than one eBOM.

In other words, a new item is not created. Rather, the item is now being referenced by more than one eBOM. If the item is modified at one location, the changes is seen at all locations because it is the same item.

An item may be copied from the BOM section of a project or from a Quick search or Advanced search.

Copy and paste an item as a child of another item

Locate the item you want to copy.
Click the more actions icon .
Select Copy.

The item is saved to your clipboard.
Locate the parent item.
Click the more actions icon .
Select Paste.

The item is pasted under the parent item.

Note: You can only paste items under parent items that have a Development status and are not locked (by a Change request or the checkout process).

Copy and paste an item as end item

Locate the item you want to copy.
Click the more actions icon .
Select Copy.

The item is saved to your clipboard.
Navigate to the destination project and open the BOM section.
Click the more actions icon at the top of the navigation pane.
Select Paste.

The item is pasted as an end item.

Note: You can copy and paste a released item as an end item.

Copy an item from search

You can also copy an item from search results.

Search for an item using a Quick or Advanced search.
Locate the item in the search results table and click the Copy icon located in the item's left-most column.
Navigate to your desired BOM and paste the item as an end item of the project or as a child of another item.

Move an item

The Move function does several things:

Removes the item from the source location.
Places the item in the destination location.

It behaves like the "cut" function in a Windows file explorer.

You can move an item to be a child under a parent item or as an end item of a project.

Note: You cannot move an end item, but you can copy it to a new location and then remove it from its original location.

Move an item and paste it as a child

Locate the item you want to move.
Click the more actions icon to the left of the item name.
Select Move.

The item is cut and saved to your clipboard.
Click the more actions icon of the new parent item.
Select Paste.

The item is moved under the selected parent item and no longer exists in its original location.

Note: You can only paste items under parent items that have a status of Development and are not locked (by a Change request or the checkout process).

Move an item and paste it as an end-item

Locate the item you want to move.
Click the more actions icon to the left of the item name.
Select Move.

The item is cut and saved to your clipboard.
Navigate to the destination project and open the BOM section.
Click the more actions icon at the top of the navigation pane.
Select Paste.

The item is pasted as an end item and removed from the original location.

Note: You can move and paste a released item as an end item.

Remove an item

The Remove function removes the instance of the item from the selected location.

Important: The item is not deleted from the system. It simply no longer belongs to the eBOM from which you've removed it.

Locate the item you want to remove.
Click the more actions icon to the left of the item name.
Click Remove.

The Remove Item confirmation window opens.
Click Remove.

The item is removed from the BOM from which the item is loaded into the center view.

Note: You cannot remove an item if its parent is released or checked out.