Describe the things your business makes before you describe what happens to them.
- Base types and polymorphic types
- Over twenty field types
- Field groups
- Field defaults
- Part numbering
- Catalogs and categories
- Entity reference fields
- Effectivity dating
- Project templates
Data model in detail → A spreadsheet-speed surface over typed data, for the work that is genuinely bulk.
- The data grid
- Saved grid views
- Faceted search
- Aggregates
- Multi-field bulk edit
- Bulk apply template
- Project-wide search
- CSV import
- Export that does not truncate
- Draft, live, archived, trashed
- Advanced duplicate
Records and the grid in detail → Multi-level structures where the line between parent and child is a real record, not a text field.
- Multi-level structures
- Where-used
- Structure planes
- Approved alternates
- Scoped substitution
- Component-wide edits
- Formulas and multi-output BOMs
- Quantity and cost rollups
- Parts summary
- Structure baselines
- BOM compare
Bills of materials in detail → Governed types route every edit through a proposal, named approvers and an immutable revision.
- Change requests
- Immutable revisions
- Named approver rosters
- Minor and major classes
- Change packages
- Comments and request changes
- Awaiting me, and cycle time
- Propose a reversion
- Change lock
- Obsolescence and supersession
- Audit trail
Change control in detail → Cost the product from the structure that already exists, and freeze the answer when it matters.
- Cost sheets
- Cost rollup
- Wastage
- Markup
- FOB to landed
- Mixed currencies
- Cost snapshots
Costing in detail → Point-of-measure charts by size, with tolerances, templates and what the factory actually sent back.
- Size specs
- Tolerances
- Spec templates
- Grading
- Measured actuals
- Order size curves
Measurements in detail → Checks, dispositions, certificates and traceability, against any record in the project.
- Check records
- Disposition
- Stale approvals
- Certificates and expiry
- Samples
- Lot genealogy and recall impact
- Life limits
Quality in detail → What to buy, how much of it, and the dates everything has to hit.
- Material requirements
- Order-free explosion
- Time and Action calendars
- Dependencies and status
- Milestone workbench
- Manufacturer profiles
Planning in detail → One library per project, attached to the records that use it, printable when someone needs paper.
- Image library
- File library
- Image callouts
- Record dossiers
- Family packs
- Frozen on revision
Images and files in detail → Who can see what, who is watching it, and how the rest of your stack finds out.
- Workspaces and projects
- Per-project roles
- Comments
- Watch, bookmarks and home
- Portfolio home
- Outbound webhooks
- Data API
- Email digests
- Export the whole project
Collaboration and admin in detail → 