How do you optimize BOM for different types of mechanical drawings, such as 2D, 3D, or CAD?

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If you work with mechanical drawings, you know how important it is to have a clear and accurate bill of materials (BOM) for your projects. A BOM is a list of all the parts, components, materials, and quantities needed to build or assemble a product or system. It helps you plan, manage, and optimize your inventory, costs, and quality. But how do you optimize BOM for different types of mechanical drawings, such as 2D, 3D, or CAD? In this article, we will share some tips and best practices to help you create and maintain effective BOMs for your mechanical drawings.

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1 2D drawings

2D drawings are the most common and traditional type of mechanical drawings, displaying the dimensions, shapes, and features of an object from different views such as top, front, side, and section. To optimize BOM for 2D drawings, it is essential to use consistent and standardized naming conventions, symbols, and units for your parts and components. Additionally, make sure to include all the relevant information such as part number, description, quantity, material, weight, and supplier. The BOM should also be organized in a logical and hierarchical order like by assembly, subassembly or function. Furthermore, you can choose either a table or a balloon format to display your BOM on your drawing or in a separate document. Finally, remember to update your BOM whenever you make any changes to your design or specifications.

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MOSES IFEANYICHUKWU

Mechanical CAD Designer
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One time, while working on a project, I found that consistent naming conventions in 2D drawings were crucial for optimizing the BOM. For example, using standardized symbols and including detailed information like part numbers and materials helped streamline the process. Organizing the BOM hierarchically by assembly and regularly updating it with design changes ensured that everyone on the team was on the same page, minimizing errors and delays. This approach has consistently led to smoother project execution.

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Raviteja Tithi

PROJECT MANAGEMENT || Automotive Design Engineer || Aerospace Design Engineer || Senior Design Engineer || Mechanical Engineer
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In 2D drawings, BOM can be optimized based on levels such as Assembly, Sub Assemblies, and individual components In 3D Drawings, Parametric Sketch & Modelling will help to optimize BOMs In CAD drawings, as I am having an exposure to NX Tool, I can say that, we can use the Layers Concept for optimizing BOMs

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Yuvraj Jaagu

Data Analyst | Driving Impactful Business Decisions with Advanced Analytics, Machine Learning, and Visualization | Experienced in Finance, Healthcare, and Technology | Tableau & Power BI Expert
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When working on 2D drawings, I always stick to consistent naming conventions and standard symbols (As a company standard we had to use balloons)to make the drawings easier to understand. On one project with frequent design changes, keeping the BOM updated was crucial. Organizing the BOM logically and using a clear format helped prevent errors and ensured smooth communication with the manufacturing team.

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Gustavo Perez Mejia

Ingeniero Mecatrónico
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Independientemente del tama?o de la operación de fabricación, una lista de materiales es vital para la producción. Empresas de todo el mundo las utilizan como guía y como lista de compras para su producto final y, como tales, están vinculadas a la fabricación, el mantenimiento, la programación, las compras y otras áreas de la organización. La lista de materiales para dibujo 2D se puede representar con las vistas frontal y superior con sus globos de referencia sobre cada pieza que conforma el ensamble. Para los modelos 3D con una vista isométrica y con los globos de referencia para indicar cada pieza del ensamble.

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2 3D drawings

3D drawings are becoming increasingly popular and advanced in mechanical engineering, as they provide a realistic representation of an object's shape, size, and appearance. It is also possible to rotate, zoom, and manipulate the object on the screen. To optimize BOM for 3D drawings, you should use a 3D modeling software that supports BOM creation and integration, such as SolidWorks, Inventor, or Fusion 360. Additionally, you should use parametric modeling techniques to link your BOM data to your 3D model. Furthermore, custom properties and attributes can be used to define and store BOM information in your 3D model. Additionally, a 3D annotation or callout format can be utilized to display the BOM on your drawing or in a separate document. Lastly, it is important to review and verify the BOM for accuracy, completeness, and consistency.

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3 CAD drawings

CAD drawings are computer-aided design drawings that use software tools to create and edit mechanical drawings. They can be 2D or 3D, depending on the software and the application, and they offer many advantages over manual drawings, such as speed, accuracy, flexibility, and collaboration. To optimize BOM for CAD drawings, consider using a CAD software with a built-in or compatible BOM feature or tool, like AutoCAD, Solid Edge, or SketchUp. Additionally, layers, blocks, groups, and components can help you organize and manage your CAD drawing and your BOM data. You may also want to use a database or a spreadsheet to store and update your BOM information like part number, description, quantity, material, and supplier. For displaying your BOM on your drawing or in a separate document, use a tag or a label format. Lastly, you can export or import your BOM data to other formats or platforms like PDF, Excel, or ERP.

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Yuvraj Jaagu

Data Analyst | Driving Impactful Business Decisions with Advanced Analytics, Machine Learning, and Visualization | Experienced in Finance, Healthcare, and Technology | Tableau & Power BI Expert
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When working with CAD drawings, I often use CATIA for modeling and PDM (Product Data Management) and SAP for managing BOM data. These tools help streamline the process significantly. For example, SAP's integration with PDM allows for seamless updates between the BOM and product data management, ensuring consistency. SAP helps manage and track BOM changes effectively, which is crucial for maintaining accuracy throughout the product lifecycle.

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4 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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How do you optimize BOM for different types of mechanical drawings, such as 2D, 3D, or CAD?

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1 2D drawings

2 3D drawings

3 CAD drawings

4 Here’s what else to consider

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