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Part View

Understanding the Part View fields and how to use them

Overview

The Part View is the central record for a part in SavantPLM. It displays all attributes of a part and allows Editors to update those attributes. To open the Part View, search for a part number in the Portal and click on it.

The Part View is organized into tabs: General, Electrical, Cost / Pricing, Inventory, BOM (for assembly parts), Files, and 3D View. Each tab groups related fields together.

Only users with the Editor role can edit part fields. Viewer-role users can see all information but cannot make changes.

Scratchpad

The Scratchpad is a quick-access list of recently pinned parts, shown alongside the Part View. Once a part is loaded, click Add to Scratchpad to pin it. Clicking any part in the Scratchpad automatically loads that part in the Part View, making it easy to switch between frequently referenced parts without searching again.


General Fields

FieldDescription
Part Number The unique identifier for the part within your workspace. There are two ways to create a new part:
  • New PN — automatically assigns the next available part number based on the options described below. The part number cannot be edited after assignment.
  • Manual entry — type any part number directly into the Part # field and click Load. If the part number is not found, you can fill in the fields and save to create it. This allows numeric or alphanumeric part numbers such as 1000, 1000-1, A-1000, etc.

New PN — Options

The New PN button uses three optional inputs to control how the next part number is generated:

  • Prefix — a text string prepended to the numeric part of the PN (e.g. a prefix of A- produces A-1001, A-1002, etc.). Prefix is optional; leave blank to generate plain numeric PNs.
  • From PN — the number to start the search at. You get that number if it is free, otherwise the next available number above it. Useful for creating PNs in a particular range (e.g. enter 2000 to get 2000, or 2001 if 2000 is already used, instead of starting at the workspace default). Leave blank to use the next globally available number.
  • Pad Digits — zero-pads the numeric portion to a fixed width. For example, pad digits of 5 produces 00042 instead of 42. The workspace default for this field is set in Admin Settings → General → Default Padding for New PN. Set to 0 or leave blank to disable padding.

Part Number Rules

  • Part numbers must begin with a letter (A–Z) or a digit (0–9). Symbols such as -, _, or . are not valid as the first character.
  • Part numbers are automatically converted to uppercase before saving, but are otherwise stored exactly as entered — leading zeros and special characters are preserved. A-00001 and A-0001 are treated as two distinct part numbers.
  • Prefix is optional. If omitted, the generated PN is purely numeric.
Name A short descriptive title for the part. Maximum 50 characters. Required.
Revision The current revision of the part (e.g. A, B, AA). Revisions are uppercase letters only. New parts default to - (unreleased). The revision advances to A when first released via an ECO, and increments with each subsequent release.
Status The lifecycle status of the part. New parts default to DRAFT. Options: DRAFT (work in progress, not yet released), RELEASED (formally released via ECO), OBSOLETE (no longer in use).
Brand The brand or product line this part belongs to. Optional
Models The product model(s) this part is used in. Optional
Project An internal project identifier or name associated with this part. Optional
Last ECO The ECO number from which this part was most recently released. Click ECO History to view all ECOs that include this part.

Sourcing & Manufacturer

FieldDescription
Vendor The preferred supplier for this part. Select from vendors defined in your workspace's Vendor list.
Vendor PN The vendor's part number or catalog number for ordering this part. Optional
Manufacturer The manufacturer of the part (may differ from the vendor/distributor). Optional
Mfg PN The manufacturer's part number. Optional
Part Source MAKE — manufactured in-house. BUY — purchased from a vendor.

Classification

FieldDescription
Part Type PART — a standalone component or purchased item. ASSEMBLY — a part that has a Bill of Materials (BOM) defining its sub-components.
Part Class Classifies the part for costing and reporting purposes. Options include MECHANICAL, ELECTRICAL, HARDWARE, PCBA, RAW MATERIAL, DOCUMENTATION, and others defined in your workspace settings.
Mfg Type The manufacturing process type for this part (e.g. MACHINED, SHEET METAL, WELDMENT, INJECTION MOLDED). Used for routing and process planning. Optional
Document Type For documentation-type parts, the kind of document (e.g. DRAWING, SPECIFICATION, PROCEDURE). Optional
See Drawing PN Links this part to another part number whose drawing covers this part (common for families of parts). The referenced part number must exist in your workspace. Optional
Material Type The material this part is made from (e.g. ALUMINUM, STEEL, PLASTIC). Primarily used for raw material parts. Optional
Form Factor The physical stock shape this raw material comes in (e.g. SHEET / PLATE, ROUND BAR / ROD, TUBE / PIPE) — options depend on the Material Type selected. Only relevant when Part Class is RAW MATERIAL. Optional

FieldDescription
Product Page Link A URL to the vendor's product page or any relevant external web page for this part. Displayed as a clickable link. Optional
Fusion Link A link to the Autodesk Fusion 360 component or assembly for this part. Optional
Fusion Drawing Link A link to the Autodesk Fusion 360 drawing for this part. Optional
Datasheet Link A URL to the manufacturer's datasheet or technical document for this part. Optional
UL File Number The UL (Underwriters Laboratories) certification file number for this part. Optional
ETL File Number The ETL certification file number for this part. Optional

Electrical Properties

These fields apply to electrical components and are displayed on the Electrical tab.

FieldDescription
Voltage (V) Rated voltage of the component in volts. Optional
AC/DC Whether the component operates on AC or DC power. Optional
Current (A) Rated current in amps. Optional
Phase Single-phase or three-phase designation. Optional
Delta/Wye For three-phase components, the winding configuration (Delta or Wye). Optional
Power (W) Rated power in watts. Optional

Cost & Pricing

FieldDescription
Cost (DM) Direct material cost per unit. Used in BOM cost rollups. Optional
UOM Unit of Measure (e.g. Each, Foot, Kilogram). For non-raw-material parts this is automatically set to Each.
List Price The vendor list price per unit. Optional
For Sale Indicates whether this part is sold as a finished good to customers.
Part Hours Estimated labor hours to produce one unit of this part. Used in manufacturing cost calculations when no routing is defined — the Default labor class rate is applied to this value. Optional
Weight (Kg) Net weight of the part in kilograms, to 0.0001 Kg (0.1 g). For a part with no BOM this is the weight used everywhere. For an assembly it is the measured weight, for example from weighing the finished assembly. Optional
Calculated from BOM (Kg) Assemblies only (read-only): the sum of quantity × weight over the BOM lines, all the way down. A part with no weight is never counted as zero: if any part below the assembly has no weight the figure is marked incomplete and the missing part numbers are listed. If both a measured and a complete calculated weight exist, the difference is shown.
Weight used in roll-ups Assemblies only. Which weight a parent assembly uses for this assembly when it totals its BOM, so an assembly is counted once and never twice. Any Editor can change it. Auto (default): the calculated weight if every part below has a weight; otherwise the measured weight if there is one (labelled “BOM incomplete”); otherwise a partial total marked incomplete. Entered (measured): always the weight typed on the part, for example when only the finished assembly was weighed. Calculated from BOM: always the BOM total, even if a measured weight is typed.
Shipping Weight (Kg) Packaged shipping weight in kilograms. Optional
Standard Lot Size The standard production quantity per manufacturing run. Defaults to 1. Optional

Effect on costing: When a routing is defined, setup costs (setup hours × labor/machine rates) are amortized across the standard lot size before being added to unit cost. For example, if setup labor costs $100 and the standard lot size is 10, only $10 of setup cost is added per unit. Run hour costs are always per-unit and are not affected by lot size.
Routing: For more detailed labor costing, click the Routing button in the Part View to add routing operations (work centers, setup time, run time) to this part. When routing operations are defined, they are used for labor cost calculations instead of the Part Hours + Default labor class fallback.

Inventory

The Inventory section shows the current stock quantities for this part across all locations.

FieldDescription
Total Physical Qty The total quantity physically on hand across all inventory locations.
Total Available Qty The quantity available for use (Physical minus Scrap).
Total Scrap Qty The quantity designated as scrap or non-conforming stock.
Safety Stock Qty The minimum quantity to keep on hand at all times as a buffer against demand spikes or supply delays. Parts below this level are flagged Below Safety Stock in the Inventory Health view. Optional
Reorder Point The quantity at which a new order should be placed. Set this high enough that stock won't fall below safety stock before the order arrives. Parts at or below this level are flagged Needs Reorder in the Inventory Health view. Optional
Lead Time The number of days required to procure or manufacture this part. Optional
MOQ Minimum Order Quantity — the smallest quantity that can be ordered from the vendor. Optional
Updating inventory quantities: Click the Inventory Balance button in the Part View to add or adjust inventory balances for this part across your storage locations.

Bill of Materials (BOM)

The BOM tab is available for parts with Part Type = ASSEMBLY. It lists all child components that make up this assembly at the current revision.

ColumnDescription
Part Number The child component's part number. Click to navigate to that part's Part View.
Title The name of the child component.
Qty The quantity of this child component required per unit of the parent assembly.
UOM Unit of Measure for the child component quantity.
Cost The extended cost for this BOM line (child Cost DM × Qty).
The BOM displayed in the Part View reflects the released production BOM at the part's current revision. If BOM Changes Require ECO is enabled in Admin Settings, BOM changes must be made through an Engineering Change Order (ECO). If that setting is disabled, BOMs can be edited directly without an ECO.

ECO History

The ECO History button near the Last ECO field opens a list of all Engineering Change Orders (ECOs) that include this part number. This lets you trace the full revision history of a part and see when and why changes were made.

The ECO History can be filtered to show all ECOs, released ECOs only, or unreleased ECOs only.


Files

The Files button in the Part View opens the Files panel for the currently loaded part. It displays file launch buttons for every supported file type (PDF, DXF, STEP, STP, SolidWorks, Solid Edge, Inventor, AutoCAD, images, and more). Clicking a button opens that file directly from your local network drive using the SavantVA Viewer Agent.

Each button shows a green dot if the file exists at the expected vault path, or appears dimmed if no file is found. An Open Folder button is also available to open the part's repository folder in your file explorer.

For full details on how the Files tab works, how to configure the file repository path, and how to install SavantVA, see the SavantVA Viewer Agent help page.

3D View

The 3D View tab (to the right of Files) lets you attach a 3D model to a part and view it right in your browser. Anyone in your workspace can open the model, including Viewer-role users, and no CAD software is needed. Drag to rotate, scroll to zoom, and click a face, edge or corner of the orientation cube in the corner to snap to that view. You can switch between Turntable and Free Orbit, Perspective and Orthographic, and Shaded and Shaded + Edges. A Download button gets you the original file.

Uploading a model

One model per part number

Each part number has one 3D file. The model belongs to the part number, not to a revision, so it stays attached when you revise the part. Uploading a new file replaces the existing one (you are asked to confirm), and the old file is deleted. Use Delete to remove the model without replacing it.

Storage

Each plan includes an amount of 3D file storage shared by the whole workspace. Trial subscriptions have a smaller allowance. The 3D View tab and Settings → App Info show how much you have used. If an upload would go over your allowance it is refused with a message; delete or replace files to free up space, or upgrade your plan.

STEP files are converted to a viewable model in your browser, so large or complex STEP files can take a few seconds to appear. The original file is never changed.

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