Upchain should provide Admins with the ability to define which user roles are permitted to add or remove users from a Project Team. This enhancement would allow for more granular control over team composition and access rights, tailored to the unique needs of each project.   Rationale: Currently, any user with a Professional license—even if assigned a Viewer role within a project—can add other users to the Project Team. This behavior undermines permission integrity and poses a risk in environments requiring strict access controls, such as those subject to SOX Compliance or other external audits. By enabling Admins to configure role-based permissions for team management, Upchain can: Strengthen internal governance and security. Prevent unauthorized user additions. Align with compliance requirements and audit expectations. Support diverse project structures with varying access needs. Suggested Implementation: Introduce a setting under Admin controls to specify which roles (e.g., Project Manager, Lead Designer etc.) can manage team membership. Provide additional logs for user additions/removals to Project teams for traceability. Show More

It would be helpful to have a toggle to allow viewers to see unreleased product structure items.   We want to use product structure items as folders (as recommended by Upchain tech support), but in order for it to work, they have to stay in development. This means that our viewers can't see the projects, as they can only see the latest released.   Having a toggle means other companies that use product structure items differently can continue to do so without viewers seeing them. Show More

In several places across Upchain, the Duration field appears without a unit, which can be unclear. Update the label to: “Duration (Days)” This simple change improves clarity and ensures users understand the unit being used. Show More

When a new item is created through the Upchain web application, users can’t attach or add 3D models later — that option is only available in CAD integrations (Inventor, SolidWorks, etc.). To avoid confusion, show an additional message along with the success popup: “You can not add 3D models to this item.” This will clearly inform users about the limitation and reduce support issues. Show More

Use Case. adding the following to the Bulk Export function Grid. the columns “Spare part” and “PC/WP” to the Grid. the values must be extracted from the eBOM that is in the Project where the Bulk Export is started. This would simplify the export of data for customers who only need spare and wear parts and save a lot of time. this should be a simple enhancement that added great value to users. Show More

Hi, We currently manage multiple products within the same series, and to make it easier to visualise in the BOM window, we’ve set up a separate project for each model. This setup is primarily due to the different accessories, spare parts, packaging, and documentation that are specific to each model. However, many of our items are common across the series, and having them split across multiple projects is becoming increasingly difficult to manage. It creates unnecessary validation steps and makes updates more time-consuming and prone to error. If we had the ability to create a folder structure within the BOM tab, allowing us to group model-specific BOMs under a single parent project, it would significantly improve readability, simplify updates, and reduce administrative overhead.   Let me know if this is something that could be considered.   Thanks  Aaron Show More

An item can be used multiple times within single project and have different tree paths.    User do need to find items under specific tree path or end items depending on multiple use cases.    Where used tab shows bottom up tree path on where item was used. however when clicked on item it always opens the tree path which is shortest. (If same item X is nested 5 parents down and same item X is nested 2 parents down, when clicked on item in quick search or where used tab, it opens eBOM with 2 parents.)   Some items get used more than 50 times and its very difficult for users to find the tree path from top down approach always.  Show More

We use project documents, because of the issue with item documents incrementing as described in this post. However, when a document is linked to an item that document is not included in bulk export. For ECOs and programmatic BOM releases, it is very time consuming to individually download each document. There is also a large element of risk that the user will need to check every BOM item for a linked document. In a BOM that is over 3000 lines, this is unrealistic for us to brute force our way through.  Show More

We use item documents to support our solidworks drawings in the following cases.  Purchased assembly manufacturer owns the CAD & drawing of the assembly. Pneumatic/Cable Harnesses that are drawn in lucid chart and due to existing issue of PNGs being black after translation we cannot paste into solidworks drawing so we attach a PDF from lucid chart and refer to the document number in the solidworks drawing.  Our current workflow Put document in “general documents” section of item Write document number in SolidWorks drawing w/ the anticipated rev # change (ex: if currently at A → B) Publish document Release item   The problem w/ the current method is that the document # is not maintained throughout our process. Document number changes when the document is published ahead of the item’s release and then again when the item is released. Even if the document isn’t published ahead of the item’s release, the doc # still changes at item release.   I am requesting that the document number does not increment when an item is released.  Show More

Favorites in the BOM views so you don't have to repeatedly click thru the tree again and again to get to the same location in the tree that you're working on would reduce a HUGE pain point using both the plugin and the web client. A list of favourites would be great but even a single set of "remember this view" and "recall saved view" buttons (similar to MS and MR buttons on calculator) would save a tremendous amount of grief.  I often find myself ploughing thru the tree to the exact same location 5 or 10 times in as many minutes.   Show More

As user creates an item with an item type Manufactured Item. The user fills all values, including the dropdown Picklist Manufacturer. During development the user decided that the item must be a manufacutred item. The values that the user has added includeing Manufacturer, Manufacturer item number must be removed by him. The user must have the possibility to remove this attributes from the item. This is currently possible for attributes that the user added manually but not for dropdown lists(picklist). The user must have the possibility to clear a picklist. This is also important in case the user has made a mistake and he wants to correct it themselves. Or if requirement change during development, etc. A proper system must allow the user to make such modification. The modification must be captured by the DB history functionality. Show More

The Cost attribute should be hidden for the 'Restricted Role' in Upchain. This role is designated for Contractors and Customers, who should not have visibility to the Cost field. If necessary, this can be controlled via a Feature flag or Tenant Property Show More

Allow items that have picked up redistributed orphans on a CN to be edited. Once an orphan has been assigned to a CN item it become uneditable -- you can't deselect the item or change the quantities. This means that one =often= has to discard a CN (usually after investing significant time selecting individual items) because the orphan attachment and/or the R qty balance isn't desired. If editing is particularly difficult then just de-selection would at least let  you keep the rest of the items on the CN to complete them rather than throwing everything away. Show More

Use Case. When clicking on a part in SolidWorks, the part is highlighted and displayed in the feature tree. In the cBom plug-in, the selected part is not selected and must be searched for by scrolling. Since the part numbers are not identical in SolidWorks and Upchain PlugIn, searching for a part is very tedious Job. having large Assemblies with big cBOM trees this is a time consuming Job and  prone to errors. currently only the Item view is changed and highlighted but not the position in the cBOM. this is needed to find in what cBOM/eBOM position the item is located and to better work on the Assembly. the same goes for. selecting in cBOM.  If a part is clicked in the cBom plug-in, it is not displayed and selected in the SolidWorks feature tree. this is needed to easier work on the Cad File and edit it in context. this feature would also help when editing multiple items in the cBOM. the user can click on the checked out item and it must be highlighted and selected in the feature tree. Show More

Create a Tenant property that allows users to Check in CAD if item is in a CR and in Development State when properties drawing.create.pdf is also on.    Currently it is not possible to check in CAD when drawing.create.pdf is on and the item is in CR, even though the item is in development state.   It makes no sense to me that updating a drawing is allowed but a translation of that drawing is not allowed. My only solution at the moment is to cancel CR or give all CAD users administration privileges.   Having a tenant property or a toggle in the drawing.create.pdf setting will fix this issue.   Related to limitation: https://help.autodesk.com/view/UPCHN/ENU/?caas=caas/sfdcarticles/sfdcarticles/Operation-Blocked-These-files-cannot-be-checked-in-because-they-are-currently-part-of-a-Change-Request-message-blocks-check-in-of-item-in-Upchain.html   Show More

As saved filter in SolidWorks plugin does not always download as saved CAD.   CASE: Child item (B) have development versions 1,2,3,4 & released version 5. Assembly item (A) is in development and have versions 1,2,3,4,5 created.    Assembly A1 was saved with Child B1, A2 was saved with B2 and so on.  As long as Child B is not released the as saved filter downloads correct as saved version of child. Once Child B is released as saved filter downloads only the Child B5 released version when user tries to download Assembly A1 as saved CAD.   This is wrong and need to be fixed. As saved means as saved and it should not behave differently when child items status is changed.   Note that this should be same across Upchain application (SolidWorks plugin, Webapp & Generic plugin)  Show More

We would like to request the addition of an API endpoint that allows for updating the "Required By" dates on Change Notices (CNs). Currently, this functionality is available through the front-end interface, which suggests that a backend service exists to support it.   Use Case: Our goal is to enable external systems to programmatically update or push back the "Required By" dates on CNs. This would streamline our workflow by reducing the need for manual input from Designers, thereby improving efficiency and minimizing the risk of human error. We believe exposing this functionality via a web service would provide significant value for teams looking to automate CN management processes. Show More

Depending on assembly size and no of files to update, cBOM refresh time varies from 30 sec to 30 min or more. During the process user have no detailed indication on the progress.    Status bar in the plugin only shows "[Downloading] Getting File's latest information" and green bar going across the status window. It does not show which file its downloading, how many more files are yet to be downloaded, what percentage of the process is complete and/or if the process froze for any other reason.    If user can see actual percentage of progress like 60% or 70%, or if name of the file being downloaded be shown it will be helpful for users.    Also if for any reason plugin lost connection to vault or process timed out, pop up message should be displayed for user to take action and plugin should unlock SolidWorks.   Show More

In CN date required calendar users should not be able to select weekends as most businesses are closed.    Please grey out all weekends in the date required calendar so they cannot be selected by users when issuing requisitions.  Show More