Best Practices: AutoCAD Mechanical and Vault (Items and BOMs)

Statement of Scope

This guide is intended to highlight best practice workflows. Only where necessary will configuration and administration settings be highlighted, such as critical settings that enable suggested workflows.

Startup workflows such as installation, Vault configuration, file and item configuration, and data loading are not highlighted.

Customer Experience

This guide assumes you have Administrator permissions and a basic knowledge of:

• AutoCAD Mechanical 2D Structure workflows
• Multiple AutoCAD Mechanical BOMs per DWG workflows
• Item-driven file security management
• AutoCAD Mechanical File and Item data loading workflows
• Engineering change order–related workflows
• Revision Block workflows
• Configuring AutoCAD title blocks attributes or properties
• AutoCAD Mechanical content library management
• Vault Item and BOM management workflows
• Vault numbering schemes, categories, and properties workflows.