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Assigning Items

Make the most of the Assign Item command with these best practices.

Use the drag-and-drop or copy-and-paste features to:

  • Assign files to items
  • Assign an item to another item
  • Assign a component to an item

Create Long Lead BOMs to Start Procurement Before a Design Is Complete

Some components take longer to procure due to complexity, quantity, or availability. Use Assign Item to create a partial BOM so you can start procurement before the design is complete.

It is essential to understand how Vault treats different link types so you can make the best decisions for your design process.

Link Type

Read/Write Properties

Old Link Prevents State Change to Release

Create the Link Automatically

Update Item

Primary

Yes/Yes

Flexible

Yes

Yes

Secondary

No/Yes

Flexible

Yes

Yes

Standard Component

No/Yes

Flexible

Yes

No

Automatic Tertiary

No/Yes

Flexible

Yes

Yes

Primary Sub-component

Yes/Yes

Flexible

Flexible

Yes

Secondary Sub-component

No/Yes

Flexible

Flexible

No

Attachment

No/No

No

No

Yes

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