🧭 Phases Explorer

The Phases Explorer is one of the most important modules inside any project.
It allows you to:

Manage phase revisions

Upload and organize items, drawings, and files

Generate and download Bill of Materials (BOM) reports

Track the progress of each revision from creation to approval

This workspace brings all production data for a phase into one structured workflow to ensure accuracy, traceability, and smooth coordination between engineering, production, and quality teams.

📍 Where to Find Phases Explorer

Navigate to:

Projects → Select Project → Phases Explorer

At the top, you will see:

Project Selector

Phase Selector

Make sure the correct project and phase are selected before adding or editing revisions.

📂 Tabs Inside Phases Explorer

Phases Explorer is divided into three main tabs:

1️⃣ Revisions

View all revisions created for this phase.

2️⃣ Final Items

Displays all final approved items for the phase.

3️⃣ Sub Items

Displays detailed breakdowns when items contain parts/components.

📝 Revisions Tab

The Revisions tab is the starting point for creating and managing revisions.

You will see:

Phase Name

Revision Number

Status (Add Items, Completed, Under Review, Approved)

Created By / Checked By / Approved By

Approved Date

Actions include:

✏️ Edit Revision

🗑️ Delete Revision

👁️ View Revision Details

You also have export options:

Excel Export

PDF Export

BOM Report

➕ Creating a New Revision

Click Add Revision.

A window will appear asking you to:

Step 1: Select Phase

Choose the phase you want to add a revision to.

Click Next to begin building your revision.

🔧 Revision Workflow

Each revision consists of four steps:

1️⃣ Add Items

This is where you upload or manually add production items.

You can:

📤 Import Items From Excel / CSV

Select a schema that matches the structure of your Excel file.

Upload your file.

Review the items before saving.

🏗️ Create Custom Schema

If your file format is different:

Click Add New Scheme

Define column mappings (Item Mark, Quantity, Profile, Material, etc.)

Save the scheme for future use

📋 After Importing

You will see items categorized as:

New

Updated

Deleted

You can also export items in Excel or PDF.

2️⃣ Add Drawings

Once items are loaded, link each item to its drawing.

You will see:

Item Mark	Linked File	Status	Actions

Possible statuses:

🟠 No Matching Found → Drawing not yet uploaded

🟢 Matched → Drawing successfully linked

Actions include:

Link / Unlink drawing

Delete drawing reference

When done, click Upload Drawings.

3️⃣ Add Files

This step organizes supporting documents inside a structured revision folder.

The system automatically creates:

REV00/
└── Drawings/

You can:

Upload PDFs

Upload DWG/DXF files

Add additional folders

Manage files like a document system

4️⃣ Review & Confirm Revision

Before finalizing, preview all:

Items

Drawings

Files

Total Quantities

Total Weight

If everything is correct, click Confirm Revision.

✔️ Revision Approval Workflow

Once a revision is created, its status becomes Under Review.

A reviewer (Engineering / Planning Manager) can:

Accept → Revision becomes final

Reject → Sent back for correction

Once accepted:

Items become available in Final Items tab

Revision is locked from further editing

Data becomes visible to Routing, Production, and QC modules

📘 Revision Details Page

Click any revision to open its detailed page.

Sections include:

🔹 Revision Info

Revision number

Created by

Reviewed by

Dates

Description

🔹 Final Items Info

Total number of items

Total weight

🔹 Items

Complete list of final approved items.

🔹 Documents

All files generated or uploaded for this revision.

📊 Bill of Materials (BOM) Report

Available directly from Phases Explorer.

The BOM Report contains:

Project Information

Phase Information

Items List (marks, profiles, material, paint, length, weight)

Totals (weight, quantity)

This report is automatically generated in a clean printable PDF format.

⭐ Best Practices

Always finalize Build Model → Buildings → Phases before starting revisions

Use Excel Import for large item entries

Create a custom schema only once, then reuse it

Upload drawings before linking to save time

Always verify revision items before confirming

Keep revision descriptions meaningful for future reference

Use BOM Report for coordination with procurement, planning, and production

Phases – Setup phase details before revisions

Routing Setup – Define operations sequence for items

Production – View and track manufactured items

Quality Control – Inspect approved revision items

Documents – Manage project-level documents

Phases Explorer

🧭 Phases Explorer#

#

📂 Tabs Inside Phases Explorer#

1️⃣ Revisions#

2️⃣ Final Items#

3️⃣ Sub Items#

📝 Revisions Tab#

#

➕ Creating a New Revision#

Step 1: Select Phase#

🔧 Revision Workflow#

1️⃣ Add Items#

📤 Import Items From Excel / CSV#

🏗️ Create Custom Schema#

📋 After Importing#

2️⃣ Add Drawings#

3️⃣ Add Files#

4️⃣ Review & Confirm Revision#

#

✔️ Revision Approval Workflow#

📘 Revision Details Page#

🔹 Revision Info#

🔹 Final Items Info#

🔹 Items#

🔹 Documents#

📊 Bill of Materials (BOM) Report#

⭐ Best Practices#

🔗 Related Pages#