Creating Components from Whiteboard Cards

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Item cards on the Whiteboard can be added as components to items already in your Project Specifications.  You can also create a new project item with a component attached from two Whiteboard cards.

 

 

Watch a video on Creating Item Components from your Whiteboard Cards here:

https://www.youtube.com/watch?v=bzY79sL0IKM&feature=youtu.be

 

 

Creating an Item with Component(s) from two or more Whiteboard Cards

 

Tag both of the Item Cards that you wish to use for your Project Specification using the checkbox in the top left corner of the card.

 

WBItemExamples

 

Item Cards that are going to be created in Project Specifications require a project to be selected. Be sure to include the project on each Item Card before continuing.

 

Select the More button WBMoreLightBlue on the card that will be the main item. In the example below, our Wood Plank Flooring is the main item, we will select the More icon on this card.

 

WBShareCreateItemandCompsOptions

 

Select Create Item with Components.

 

A message will appear to let you know the item will now be created in the project.

 

Select OK to continue.

 

Another message will appear asking if you wish to review the item specification you just created.  Choosing YES will open the item window so that you can see the details of the item you just created.

 

You will see that the Wood flooring became our main item and the details for the Underlayment will show as a Purchase Order Component.

 

WBItem_ComponentExample_ItemWindow

 

 

 

 

Add an Item Card from the Whiteboard to be a Component of an Existing Project Specification

 

Any Item Card can be added as a component to any of your existing Project Specification Items already in your project.

 

On the Item Card, select the More button WBMoreLightBlue to see your Share and Create Options.

 

WBShareCreateItemOptions

 

Choose the Create as Component option.

 

A window will appear to let you know that you will need to select the item to add the component to. Select OK.

 

Highlight the item from the Item Search window within your project to add this component to and click Choose.

 

A message will appear asking if you wish to review the item specification you just created.  Choosing YES will open the item window so that you can see the details of the item you just created. You will see the Whiteboard Item Card details as a Purchase Order Component of the Item Specification you selected.