9 capabilities
Give each part, material, and product the fields it needs. Connect suppliers, specifications, and assemblies so a record leads to the context behind it.
- Polymorphic base types
- Over twenty strongly typed fields
- Field groups
- Field defaults
- Part numbering
- Catalogs and categories
- Typed relationships
- Effectivity dating
- Project templates
Data model in detail →11 capabilities
Find the right part, keep recurring work in saved views, and update records in bulk. Governed edits go through the same review process as individual changes.
- 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 →7 capabilities
Import assembly snapshots from Onshape, Inventor, Fusion and SOLIDWORKS. Review parts and quantities, keep source provenance, and route governed BOM changes through approval.
- CAD assembly import
- Review before applying
- Send exports directly for review
- CAD changes through approval
- Source mappings and import receipts
- Initialize CAD properties
- Keep native design files alongside records
CAD integrations in detail →11 capabilities
See what goes into a product and which assemblies use a part. Compare BOMs, preserve baselines, and review the scope of a substitution before applying it.
- 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 →11 capabilities
Review proposed edits before they reach approved product records, with named approvers and a traceable revision history.
- Change requests
- Immutable revisions
- Named approver rosters
- Minor and major classes
- Change packages
- Comments and request changes
- Workspace review inbox
- Propose a reversion
- Change lock
- Obsolescence and supersession
- Audit trail
Change control in detail →11 capabilities
Check the evidence for a product revision, certify it through human review, and release an exact assembly configuration. Carry that history into rollout and service.
- Product revision certification
- Release evidence brief
- Immutable configuration releases
- Release readiness
- Configuration delta
- Effectivity decisions
- Rollout campaigns
- Prerequisite chains
- Readiness gates and waivers
- Configuration drift
- Authoritative rollout evidence
Release control in detail →10 capabilities
Understand how a component change affects product cost. Compare supplier quotes at the requested quantity and preserve cost snapshots for later decisions.
- Cost sheets
- Supplier quote total-cost comparison
- Supplier qualification reviews
- Supplier change control
- Cost rollup
- Wastage
- Markup
- FOB to landed
- Mixed currencies
- Cost snapshots
Costing in detail →7 capabilities
Give the factory a clear specification for every size. Record sample measurements against points of measure, tolerances, and grade increments.
- Size specs
- Tolerances
- Spec templates
- Grading
- Measured actuals
- Measurement trends
- Order size curves
Measurements in detail →20 capabilities
Keep inspection results, corrective actions, risk controls, and calibration evidence connected to the affected products and revisions.
- Recall response cases
- Controlled concessions
- First-article approval packages
- Calibration equipment register
- Immutable calibration evidence
- Quality audit-pack export
- Calibration failure impact and recovery
- Nonconformance and material review
- Rework execution and reinspection
- Scrap execution and disposal evidence
- Corrective and preventive action
- Design and process FMEA
- Production control plans
- Check records
- Disposition
- Stale approvals
- Certificates and expiry
- Samples
- Lot genealogy and recall impact
- Life limits
Quality in detail →9 capabilities
Turn product structures and orders into material requirements. Follow supply, supplier deliveries, and milestones with owners and dates attached.
- Material requirements
- Order-free explosion
- Time and Action calendars
- Dependencies and status
- Milestone workbench
- Supplier delivery tracking
- Supplier returns and replacements
- Supplier performance scorecards
- Manufacturer profiles
Planning in detail →9 capabilities
Keep drawings, specifications, and test reports beside the product. Control document revisions and preserve the exact required evidence behind a release.
- Documents on the product record
- Controlled document revisions
- Required document evidence
- Image library
- File library
- Image callouts
- Record dossiers
- Family packs
- Frozen on revision
Documents and files in detail →13 capabilities
Bring reviewers, product teams, and connected agents into the same workflow. Follow pending decisions across projects and share product records with suppliers.
- Agent activity and review handoffs
- Hosted MCP connections
- Workspaces and projects
- Per-project roles
- Secure external record shares
- Shared-link register
- Comments
- Watch, bookmarks and home
- Portfolio home
- Outbound webhooks
- Data API
- Email digests
- Export the whole project
Collaboration and admin in detail →