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Before releasing a board to production, we always ensure all components making up the BOM are in the “Approved” state, meaning they have been reviewed by senior engineers. Once a board has come in from fabrication, and has made it all the way through bring-up, we can now mark all the involved components as “Production”, meaning they have been physically verified and are guaranteed to work.

It would be annoying to right click every line item and then progress to the Production state, so fortunately there is a better way to do all components in a project at once!

The Process

Before doing this, ensure a official release was created first! Official releases (via the Project Releaser) are best practice, and also make this process easier.

  1. Open the state change panel for any one component in the BOM

    1. image-20240201-154313.png

    2. image-20240201-154346.png

  2. From the “Batch state change” panel that opens we can now fetch the project as an entity by finding linked parents

    1. image-20240201-154503.png

    2. Your list will now include a bunch of releases relating to that component

      image-20240201-154639.png

  3. Right click the most recent release of the “PCB Project Design”, in this case it is A.5, and “Load Children”

    1. image-20240201-155905.png
    2. This will now load all project children, mostly Components, but also some other crap

      image-20240201-155837.png

  4. Go through and delete all the irrelevant garbage (you can shift or control select multiple items)

    image-20240201-160015.png

    1. image-20240201-160057.png

  5. You also should remove or bypass anything that isn’t being updated to production

    1. ALL PARTS ALREADY IN PROD WILL TRY TO GO OBSOLETE (or rollback)

    2. image-20240201-160232.png

  6. You can now hit “Process”!

    image-20240201-160525.png

  7. As needed, refresh the BOM and update anything that was missed

    image-20240201-160653.png
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