This course focuses on Bill of Materials (BOM) Management within Altium Designer, guiding participants through the processes of creating, maintaining, and optimizing BOMs for PCB designs. Effective BOM management is essential for ensuring accurate component sourcing, cost estimation, and project tracking. Participants will learn how to leverage Altium’s tools to streamline BOM generation and management, enhancing collaboration between engineering and procurement teams.

Prerequisites of BOM Management with Altium Design 

• Basic Knowledge of PCB Design and Altium Designer
• Understanding of Components and Sourcing in Electronics
• Familiarity with Project Management Concepts

Table of Contents

1: Introduction to BOM Management

1.1 Understanding the Importance of BOM in PCB Design
1.2 Types of BOMs: Engineering BOM vs. Manufacturing BOM
1.3 Overview of Altium Designer’s BOM Management Features

2: Creating a BOM in Altium

2.1 Setting Up Components for BOM Generation
2.2 Utilizing the Component Library for BOM Entries
2.3 Configuring BOM Properties and Parameters
2.4 Generating a BOM from the Project

3: Customizing BOM Outputs

3.1 Formatting the BOM for Different Stakeholders
3.2 Using Templates to Standardize BOM Reports
3.3 Including Custom Fields and Attributes in the BOM
3.4 Exporting BOMs in Various Formats (CSV, Excel, etc.)

4: Managing Component Changes

4.1 Tracking Component Changes and Versions
4.2 Utilizing Altium’s Change Management Tools
4.3 Updating the BOM in Response to Design Changes
4.4 Communicating Changes with Supply Chain Partners

5: Sourcing and Procurement

5.1 Integrating BOM with Sourcing Tools
5.2 Identifying and Managing Approved Vendors
5.3 Cost Analysis and Component Sourcing Strategies
5.4 Using Altium for Supplier Collaboration(Ref: Altium: Multi-Layer PCB Design)

6: BOM Validation and Compliance

6.1 Ensuring BOM Accuracy and Completeness
6.2 Performing Compliance Checks Against Standards
6.3 Managing Environmental Compliance (RoHS, REACH)
6.4 Best Practices for BOM Validation

7: Advanced BOM Management Techniques

7.1 Using Altium’s BOM Comparison Tools
7.2 Implementing Multi-Level BOMs for Complex Projects
7.3 Leveraging Altium’s Version Control for BOMs
7.4 Collaborating Across Teams with Shared BOMs

8: Final Project and Review

8.1 Conducting a Comprehensive BOM Management Project in Altium
8.2 Presenting the BOM and Component Management Strategies
8.3 Review of Key BOM Management Concepts and Techniques
8.4 Q&A and Course Wrap-Up

Conclusion

This training equips participants with the skills to effectively manage Bill of Materials within Altium Designer. By mastering BOM creation, customization, and change management, participants will enhance their ability to ensure accurate component sourcing and improve collaboration with procurement and engineering teams.

Reference