Configure Material Hierarchy

The Hierarchy panel is used to organize materials into categories to make them easy to find when adding material to a work order on the Material page and in ELM. A material can reside within more than one category.

1. From the General tab, click Material.

The existing categories display in the Hierarchy panel. The categories are arranged alphabetically within the hierarchy.

2. Click Add to add a new category. Type the name of the category and press Enter or click Add.
3. Double-click a category name to edit it.

4. Add materials to the categories. Click the reorder icon next to any material in the Material panel and drag it to the desired category in the Hierarchy panel.

TIP: You can use <Shift + click> or <Ctrl + click> to select multiple pieces of material in 15.6.7 and newer.

5. Once a category has materials within it, you can click the plus icon next to the category to expand it.

6. To remove a material from the category, select it and click Delete.

NOTE: This does not delete the material from the system, but removes it from the category.

7. To remove a category, select it and click Delete.

NOTE: If you delete a category, it also deletes all the materials in that category from the hierarchy.

NOTE: Designer automatically saves the changes you make. A notification that says Data Saved appears in the top-right corner when you make changes to the page.