Advantage BOM User Guide

Advantage BOM is a product of PROCAD software. It is designed for use with

PROCAD SPOOLCAD’s products.

 Copyright 2019, PROCAD Software. All rights reserved.

The contents of this document are the property of PROCAD Software, and are
subject to change without notice. No part of this document may be reproduced,
transmitted, transcribed, stored in a retrieval system, or translated into any language,
without the written permission of PROCAD Software

PROCAD Software
12 Elbow River Road
Calgary, Alberta
Canada, T3Z 2V2
www.procad.com
Trademarks
This manual makes reference to the following products. These products are registered
trademarks of their manufacturers:

• ® AutoCAD is a registered trademark of Autodesk, Inc.

• ™ DWG is a trademark of Autodesk, Inc.
• ® Windows is a registered trademark of Microsoft Corporation
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• ®Pentium is a registered trademark of Intel Corporation
• ™ ISOGEN is a trademark of Alias Ltd.
• ® Weldolet,  Thredolet,  Sockolet, and  Elbolet, are registered trademarks of
Bonney Forge
• ® SPOOLCAD and PROCAD 3DSMART are registered trademarks of PROCAD
Software
 PROCAD Advantage BOM User Guide
Table of Contents

Table of Contents
Before You Begin ............................................................................................. 1
System Requirements .............................................................................................. 1
Media Contents ........................................................................................................ 1
Purchased Software and Evaluation Modules ...................................................... 1

Installing PROCAD Advantage BOM ........................................................... 2

Installation Components .......................................................................................... 2
Application Files ................................................................................................... 2
Installation Procedure .............................................................................................. 3
Dialog 1: Welcome ............................................................................................... 3
Dialog 2: License Agreement ............................................................................... 4
Dialog 3: Install Program...................................................................................... 4
Dialog 4: Copy Files ............................................................................................. 5
Dialog 5: Finished................................................................................................. 6

About Advantage BOM ................................................................................... 7

Software Updates and Technical Support............................................................. 7

Navigating Advantage BOM........................................................................... 8

Starting Advantage BOM ........................................................................................ 8
Definitions ............................................................................................................... 8

Procedures ...................................................................................................... 10
Fully Generate an Advantage BOM Project .......................................................... 10
Creating a New Project .......................................................................................... 10
Opening the Project ............................................................................................... 11
Entering the Settings .............................................................................................. 11
Editing the General Settings .................................................................................. 13

Using Advantage BOM Utilities ................................................................... 14

Copying a Project .................................................................................................. 14
Deleting a Project .................................................................................................. 14
Renaming a Project ................................................................................................ 14

Licensing ......................................................................................................... 15
Activate a License ................................................................................................. 15
Returning a License ............................................................................................... 16

Dialog Boxes ................................................................................................... 17

PROCAD Advantage BOM User Guide
Table of Contents

New Project Dialog Box ........................................................................................ 17

License Activation Dialog Box ............................................................................. 18
License Return Dialog Box ................................................................................... 18
 PROCAD Advantage BOM User Guide
Advantage BOM

Before You Begin

System Requirements
PROCAD Advantage BOM has the following minimum requirements:

System Requirements
The system requirements for 32-bit or 64-bit computers:
 For Microsoft Windows 8 and Windows 7
 Intel Pentium 4 process or AMD Athlon, 2.4 GHz or greater or Intel or
AMD Dual Core processor, 2 GHz or greater
 100 MB free disk space for installation

PROCAD Advantage BOM 64-bit cannot be installed on a 32-bit Windows Operating

System.

Additional Requirements for all systems

 MS Visual C++ Redistributable (installs with the software)

Media Contents
Purchased Software and Evaluation Modules
PROCAD Advantage BOM installation media contains a full version of the software you
purchase. You may install one or more of the evaluation modules as required.

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PROCAD Advantage BOM User Guide
Installing PROCAD Advantage BOM

Installing PROCAD
Advantage BOM
Installation Components
The installation will install the software and licensing in one installer. The installations are
all standalone. Advantage BOM will not come with a network version of the software.

Application Files
The installed applications files are the files that are required for the application to run. This
includes the *.ini files, that are used for configurations in the applications.
Any upgrades or patches to the software will require the user to apply these upgrade or
patches to each machine that is running Advantage BOM.

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 PROCAD Advantage BOM User Guide
Advantage BOM

Installation Procedure
Launch the Setup.exe application for Advantage BOM download.

Dialog 1: Welcome
The PROCAD Advantage BOM V2016 Installation dialog box appears.

Action
Click Next
Go to Dialog 2: License Agreement

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PROCAD Advantage BOM User Guide
Installing PROCAD Advantage BOM

Dialog 2: License Agreement

Action
Click Next
Go to Dialog 3: Install Program

Dialog 3: Install Program

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Advantage BOM

Action
Final installation check.
Click Install
Go to Dialog 4: Copy Files.

Dialog 4: Copy Files

The installer begins to copy files from the CD to your system.

Action
The installer begins to copy files from the CD to your
system
Go to Dialog 5: Finished

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PROCAD Advantage BOM User Guide
Installing PROCAD Advantage BOM

Dialog 5: Finished

Action
Click Finish

Requesting Licenses
The Advantage BOM does not come with a license. You will need to
contact support@procad.com to purchase a license for the software.
You can visit PROCAD’s website to view a demo on the Advantage
BOM application.

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 PROCAD Advantage BOM User Guide
Advantage BOM

About Advantage BOM

The Advantage BOM application allows you to create and edit BOM from a PCF or IDF file.
Using the Advantage BOM you can open two types of files to gather the information from
them. These are:
 PCF files
 IDF files

Use the PCF file to import the data so the Advantage BOM can create a material takeoff
sheet. You can use multiple PCF files simultaneously.
 Note: PROCAD’s 3DSMART and 3DSMART+ software will create
PDF files.

Use the IDF file to import the data so the Advantage BOM can create a material takeoff
sheet. You can use multiple IDF files simultaneously.

The PCF and IDF files include the size, description/type, material, weight/schedule, rating,
manufacturer, destination, valve tag, and catalog number for each component you want to
use in your material list.
 Note: IDF files will have the above category added in each component
description.

Software Updates and Technical Support

You can visit PROCAD’s website to receive any updates to your software. You can only
access this feature through the Web.

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PROCAD Advantage BOM User Guide
Index

Navigating Advantage BOM

Starting Advantage BOM
To start Advantage BOM, double-click on the Advantage BOM shortcut in the Advantage
BOM folder on your desktop.
Advantage BOM

Definitions
To effectively use the Advantage BOM, it is important to understand the concept of a
Project.
Project – One project consists of one or more PCF or IDF. Each project may have the same
general settings applied to all of its files through the application. Project appear as
in the tree diagram to the left side of the application.
File Path – This location defines the location of your PCF and IDF files.
This configuration can be seen in the example below.

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Advantage BOM

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PROCAD Advantage BOM User Guide
Index

Procedures
Fully Generate an Advantage BOM Project
To fully create a new spec, perform six steps. These are:
 Creating a New Project
 Opening the Project
 Entering the General Settings
 PCF Locations
 IDF Locations
 Generate BOM

To accept any changes made to a new or existing project, click the Apply button in the
dialog box that you are currently working in.

Creating a New Project

To create a new project...
In the “tree view”, right click on a blank space and click New from the popup menu or click
the Create New Project button. The new project wizard will appear.

In the Project Name field, enter a name for your new project. You can enter the information
in the Created By, Date, and Revision fields or edit it later in the General Settings. In the
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 PROCAD Advantage BOM User Guide
Advantage BOM

File Path field, browse for the folder where your PCF and IDF are located. This field is
mandatory to complete the new project wizard.

Opening the Project

To open the Project...
1. Complete the steps for Creating a New Spec.
2. Double click on the project name on the “tree view”
The following view will appear:

Entering the Settings

The first section is the project general settings. You can use this section to make any changes
that was not made during the New Project Wizard.
Note: Changes to the project may be accepted at any time by clicking the Apply button.

In this field... Enter/Do this...

Project Name This is the project name
Created By You can enter the name of the person that created this project
Date Enter the date for this project
Revision Enter the revision number for this project
File Path This section is for you to enter the file path to the location of
the PCF and IDF. This will populate the list in the PCF
locations and IDF Locations.

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PROCAD Advantage BOM User Guide
Index

When you complete all fields on General Settings and would like to convert PCF files click
the PCF Locations tab.
This section will list all PCF files that you have specified in the first section. You can
choose which PCF file to use and it will list the materials that are available on each PCF
files.

In this field... Do this...

PCF Files Displays all the PCF files that are available from the
specified File Path location in the General Settings. You will
be able to select the PCF files you would like to use to
convert to a BOM
Material This will list the materials found inside the selected PCF files
from the PCF files selection.
Select All Clicking the select all button will select all PCF files from the
list.
Generate BOM Clicking on Generate BOM will take the selected PCF files
and the materials and generate a BOM. The software will
prompt you to save the BOM file after it is generated. The
default format is CSV which can be opened in any
spreadsheet program.

When you complete all fields on General Settings and would like to convert IDF files click
the IDF Locations tab.
This section will list all IDF files that you have specified in the first section. You can choose
which IDF file to use and it will list the material and description that are available in each
IDF files.

In this field... Do this...

IDF File Displays all the IDF files that are available from the
specified File Path location in the General Settings. You will
be able to select the IDF files you would like to use to
convert to a BOM
Component This will list the materials found inside the selected IDF files
Description from the IDF files selection.
Select All Clicking the select all button will select all IDF files from the
list.
Generate BOM Clicking on Generate BOM will take the selected IDF files
and the materials and generate a BOM. The software will
prompt you to save the BOM file after it is generated. The
default format is CSV which can be opened in any
spreadsheet program.

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Advantage BOM

Editing the General Settings

You can edit the General Settings by opening the Advantage BOM and follow the steps
below:
1) Open the Project you would like to edit.
2) In the General Settings Tab, you will see the list of datafields that you can edit.
3) You can make changes to the Created by, Date, Revision and File Path fields.
4) Click the Apply button to save the changes.

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PROCAD Advantage BOM User Guide
Index

Using Advantage BOM

Utilities
Copying a Project
The Copy function copies the information from one project and saves them as a new project

To copy a project...
1. In the tree view, highlight the project that you wish to copy.
2. Right click and select Copy.
3. A copy of the project will be created. You will need to rename that project (see
renaming a project section).

Deleting a Project
Use the Delete utility to delete a project from the tree view.
Note: The Delete feature will not remove the PCF or IDF files from your computer.
It will only remove the project from the Advantage BOM application.

To delete a project...
1. In the tree view, highlight the project that you wish to delete.
2. Right click and select Delete.
3. A confirmation of deletion message will appear. You will need to click Yes to
delete the project. You can click No to cancel the deletion.

Renaming a Project
The Rename utility renames a project in the tree view.

To rename a project...
1. In the tree view, highlight the project that you wish to rename.
2. Right click and select Rename.
3. In the tree view, the selected project will prompt you to enter a new project name.
Enter a new name for the project.
4. Click Enter to rename the selected project.
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Advantage BOM

Licensing
Advantage BOM is a standalone application from PROCAD software. It will also be offered
as an addon to the SPOOLCAD and SPOOLCAD+ software but will be licensed
individually. This means that a trial license will not be provided with the Advantage BOM
software.

Activate a License
If the computer you are installing from does have access to the internet, please follow the
directions below:
Note: To activate the license for your software, you will need an Entitlement Certificate
that is send to you when you purchase the software.
1. Open the Advantage BOM application.
2. Click the License Activation tab and go to Activate License.
3. An activation dialog box will appear. Copy and paste the ActivationID that is sent
to you with the Entitlement Certificate into the input box.
4. Click the Activate button at the bottom window. If the ActivationID is valid, a
message will appear notifying the license was activated.
If the computer you are installing from does not have access to the Internet:
1. Open the Advantage BOM application.
2. Click the Activate License tab on the toolbar, select manual and choose Generate
Request. A dialog box will appear asking you for a location save an activation
request. Choose a location and save the activation request.
3. An activation dialog box will appear. Copy and paste the ActivationID that is sent
to you with the Entitlement Certificate into the input box. This will create an
XML file on your desktop.
4. Email the XML file to support@procad.com. PROCAD’s support staff will use that
XML file to activate the software.
5. An email will be sent back to you with further instructions.

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PROCAD Advantage BOM User Guide
Index

Returning a License
If the computer you are installing from does have access to the internet, please follow the
directions below:
1. Open the Advantage BOM application.
2. Click the License Return tab and go to License Return.
3. A list of entitlements will appear. You can check the entitlements that you would
like to return and click the Return command to return the license.
If the computer you are installing from does not have access to the internet:
1. Open the Advantage BOM application.
2. Click the License Return tab on the toolbar, select manual and choose Generate
Return. A dialog box will appear asking you for a location save a return request.
Choose a location and save the return request.
3. A list of entitlements will appear. You can check the entitlements that you would
like to return and click the Return command to return the license. This will create an
XML file on your desktop.
4. Email the XML file to support@procad.com. PROCAD’s support staff will use that
XML file to activate the software.
5. An email will be sent back to you with further instructions.

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 PROCAD Advantage BOM User Guide
Advantage BOM

Dialog Boxes
New Project Dialog Box
Use this dialog box to create a new Advantage BOM project.

In this field... Do this...

Project Name This section you can enter the Project Name for this
Advantage BOM project
Created By Enter the name of the person that created this project
Date Enter the date this project was created
Revision Enter the revision number for this project
File Path Use the folder icon to locate a folder location of
where your IDF or PCF files are found
Help This button brings up the Help document
Finish Click Finish to complete the new project
Cancel Click Cancel

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Index

License Activation Dialog Box

Use this dialog box to activate the software. You will need to have an activation ID in order
to complete the activation step.

In this field... Do this...

Activation ID field Use this field to enter the activation ID that is
provided for you for the Advantage BOM software
Activate Click the Activation button to activate the software
Cancel Click the Cancel to exit the License Activation
dialog box

License Return Dialog Box

Use this dialog box to return a license you have previously activated.

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Advantage BOM

In this field... Enter/Do this...

Entitlement List This list the entitlement that has been activated on
the current machine. You will be able to select
which one you would like to return with this menu.
Entitlement Information When you select an entitlement, it will show you the
Panel information for that entitlement.
Return You can click Return to return the selected
entitlement.
Cancel Click Cancel to exit the license return.
Help… Click Help to bring up the help document.

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