Item View Tab
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The Item View Tab is dominated by the Items Grid which lists all the Items that have been created for the Project to date. By default, the Items Grid lists the Items in Reference Number order. Like most grids in Design Manager, however, the Items can be sorted by any of the columns simply by clicking the heading of the desired column.
Items Grid: The Items Grid has the following columns:
Following the Items Grid are the Specifications Management buttons each of which will be described briefly here as all will be fully explained later in this chapter.
Add and Edit: The Add and Edit buttons will display the Item Window to create a new Item or change the selected Item on the Items Grid, respectively. For a full description of the Item Window, see Entering Items below.
Delete: Upon selecting an Item and clicking the Delete button, one of two actions will occur:
Note: Designating Items as Complete is a good practice. Many windows and reports are designed to selectively ignore Complete Items and will, therefore, be more efficient if you maintain a smaller list of active Items.
Inventory: The Inventory button displays the Add Item from Inventory Window which allows a user to select an Inventory Item from the Inventory Stock Item Glossary and commit it to the Project as an Item. Committing an Inventory Item to a Project will be described in full under Adding Items from Inventory below.
Catalog and Store: The Catalog button displays the Add Item from the Catalog Window which allows a user to select a Catalog Item from the Catalog Glossary and import it into the Project. Conversely, the Store button allows the user to create a new Catalog Item from the selected Item using the Store Item in Catalog Window. Retrieving a Catalog Item and storing an Item in the Catalog will be described in full under Using the Catalog.
Group: The Group button displays the Add a Group of Items Window which allows a user to retrieve an Item Group and import it to the Project as an Item or series of Items. Creating and importing Groups to a Project will be described in full under Using Groups later in this chapter.
Quick Add: Quick Add launches the Quick Add Line Items Window which is a very useful interface for rapidly creating Specifications by entering minimal information such as the Description, Location, Vendor, Quantity, etc.. A full explanation is provided under Quick Add Line Items Window.
Transfer: The Transfer button provides a method of moving cost of some or all of an Item's Components to Inventory or to another existing Project through the Transfer Project Item Window. The Transfer process will be described in full under Transferring Specifications to Other Projects or Inventory below.
Add Task: Clicking the Add Task button displays a new To Do List Task from the To Do List Tasks and Appointments system with the Link Project/Item set to the Project and Item currently selected on the Items Grid. Again, creating a Task / Reminder for an Item will be discussed later in this chapter and a full explanation is available in To Do List Tasks and Appointments under Additional Features.
Specification Search (Spec. Search): The Specification Search button launches the Specification Search Window which allows the user to enter a variety of criteria in order to locate particular Items and Components throughout Design Manager. For more information, see the Specification Search Window later in this chapter.