Supplies List
- Last UpdatedJul 23, 2025
- 3 minute read
The Supplies List is the main window for adding/editing Supplies. All Supplies for the project are shown in the Supplies grid. The viewable columns, their captions, column size and order are user definable using the Grid Manager utility.
Access the Supplies List
To open the Supplies List, click Select in the Grids and Schedules section of the Home tab.
Select Supplies under the Lists heading from the list of grids that is then displayed. The Supplies grid is then displayed:

Refer to Working with the Data Grid for information on the grid controls including selecting a supply record, and sorting and filtering the grid data.
To edit data the user can either double-click on a supply record, or select it and click Edit on the Home tab. The user can also edit most column data directly in the grid itself by selecting the cell and entering a new value, selecting a value from a Pick list etc. Columns with a yellow coloured background cannot be edited directly in the grid.
Datasheet No Column
Cells in the Datasheet No of the grid display a button in the right side of the cell when the mouse cursor is hovered over them. This is used to assign the supply to a datasheet or to view and/or edit a datasheet if one is already assigned. See Assign, View and Edit Datasheets for more details.
Grid PickLists
Some Supplies list grid cells contain pick lists. The value lists in each pick list are generally loaded from both the PickList library, plus any value that has been entered into the pick list's field. Therefore manually adding a value into the pick list will add that new value to the picklist for future use.
Note:
A pick list may be set so that grid cells must be completed with the values in it,
that means. other values may not be manually entered.
Note:
Any value manually added directly into a grid pick list does not get added to the
picklist's value list until the Refresh toolbar command is used or the grid is re-loaded (for example, Electrical Engineer is re-started).
Refer to Using PickLists for further information on editing pick lists.
Supplies List - List Tools Options
The following options are located on the List Tools - Supplies tab:
|
Records Section |
|
|
Refresh |
These common options are also located on the Home tab. Refer to the Common Functionality User Guide for details. |
|
New |
|
|
Edit |
|
|
Delete |
|
|
Attached Documents Section |
|
|
Open All |
Opens a list of the documents attached to the selected supplies. Refer to Attachments (External Documents) for details. |
|
Attach Document |
Used to link a selected supply to an external document (e.g. Vendor Data PDF, Calibration Sheet Word Document etc.). Refer to Attachments (External Documents) for details. |
|
Change Folder |
Used to change the folder in which the attached documents of selected instruments are located. Refer to Attachments (External Documents) for details. |
|
Bulk Update Tag Format |
Used to change the tag format of multiple supplies. This facility is the same as the one provided for editing multiple loads. Refer to Edit Tag Formats of Multiple Loads for details. |
Adding New Tags to the Supplies List
For details of how to add a supply to the list, refer to Manually Add a Tag to the Supplies List.
Supplies can also added to the supplies list by copying an existing supply (refer to Copy Supplies) and by importing from Excel (refer to Import Supply Data from Excel).
Supplies can also be created from the Equipment List, and when creating/editing a Key Line Diagram (refer to Create Content of Key One Line Diagrams).
Related Links
- Manually Add a Tag to the Supplies List
- Supply Details - General Tab
- Supply Details - Loads Assigned / Windings Tab - Overview
- Supply Details - Detail Tab
- Supply Details - Properties Tab
- Supply Details - Compartments Tab - MCCs and Switchboards
- Edit a Tag in the Supplies List
- Edit Multiple Supplies
- Assign, View and Edit Datasheets
- Copy Supplies
- Import Supply Data from Excel
- Create Wiring for Supplies
- Single Line Check Reports for Supplies
- Attachments (External Documents)