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Learning Hub Workshops Altium 365: BOM Portal

Altium 365: BOM Portal

BOM Portal Image

Registration has recently closed. Check back soon for on-demand webinar.

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Altium 365: BOM Portal

Created: July 16, 2025
1 video
  • 00:37:26 • Jul 8, 2025
    00:37:26 • Jul 8, 2025
Product: BOM Portal Altium 365 Workshops ECAD Librarians Procurement Managers Component Management and Libraries Data Management and Version Control

Workshop Overview: Maximizing the Value of Your BOM with the BOM Portal


In this workshop, you will gain a comprehensive understanding of the BOM Portal; its key features, functionalities, and how to leverage it to get the most out of your Bill of Materials (BOM).  Learn how to streamline procurement workflows by accessing enriched, real-time part information that enables faster, more informed, and more efficient decision-making for parts procurement and board production. We will guide you through the process of uploading a basic BOM and progressing to the creation of a Managed BOM directly from a design in Altium 365. You will also discover how to bridge the gap between design and procurement teams, improve BOM quality, and help your design team select components that align better with your organization’s standards and supply chain goals.

Agenda:

  • Upload a pre-existing BOM to BOM Portal
  • Review key areas within BOM Portal as well as how this information is sourced
  • Manage these key areas to intelligently review data around manufacturability, supply chain and compliance
  • Review BOM settings options for managing the data provided
  • Use provided information to make procurement decisions
  • Create a new Managed BOM from an existing Altium 365 design
  • Find and select alternate parts to be used
  • Communicate necessary information across design teams for recommended changes and comparisons between BOM Portal and Altium Designer
  • Understand key functionalities such as Consolidated BOM and Parts in Use.

Best Practices:

  • Upload your BOM directly to BOM Portal
  • Create a Managed BOM from an existing design in Altium 365
  • Leverage real-time supply chain data to avoid part obsolescence and board re-spins
  • Use standardized parts that meet both design and procurement requirements.

Summary:


This workshop explores both fundamental and advanced BOM Portal capabilities, empowering you to utilize the tool to confidently manage your parts procurement.

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Read Documentation
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Read Documentation
Processes & Workflows in an Altium 365 Workspace Processes & Workflows in an Altium 365 Workspace

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Read Documentation
Creating & Managing Processes in an Altium 365 Workspace Creating & Managing Processes in an Altium 365 Workspace

This page looks at the Altium 365 Workspace's support for Workflows, used to implement design processes. Covers access, creation, editing and import/export, along with predefined processes available, and how a designer can access enabled process workflows

Read Documentation
Defining a Process Workflow in an Altium 365 Workspace Defining a Process Workflow in an Altium 365 Workspace

This document looks at the Altium 365 Workspace's Process Workflow Editor, working with it to craft the process workflow required. Covers building a workflow diagram, creating a user form, then saving and deploying as a usable process definition

Read Documentation
Working with Tasks in an Altium 365 Workspace Working with Tasks in an Altium 365 Workspace

This page looks at the Altium 365 Workspace's support for Tasks, used to interact with a process, or rather its defined workflow. A task relates to a user task within the workflow - a point at which user action is required for the workflow to progress

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Environment Configuration Management in an Altium 365 Workpace Environment Configuration Management in an Altium 365 Workpace

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