Editing Inventory from the Project Inventory Tab

Code Insight 2021 R1

Use the following steps to edit an inventory item from the Project Inventory tab for a project as needed.

To edit an inventory item from the Project Inventory tab, do the following:

1. Open the Project Inventory tab for the desired project (see Displaying Project Inventory).
2. In the Inventory Items list, select the inventory item that you want to edit. Information about the inventory item is displayed in the right pane.
3. In the header on the right pane, click the Edit Item button next to the component name.

The Edit Inventory dialog opens.

4. Make changes to the fields as needed. Refer to Project Inventory Details Pane for field descriptions and additional steps required when updating the inventory type. Note the following:
For a Component inventory item, you can use the Component Lookup feature to select a different registered instance (or create a new one) or to create a custom component and instance to associate with the inventory item. The Name, Component, and License fields are updated accordingly.
You can convert a Work In Progress or License Only inventory item to a different inventory type, using the Type field and performing the additional steps required for the type. The Name and other appropriate fields are updated accordingly.
If you need to update the component version or associated license only, simply click the Edit () icon next to the Component or License value, and select a different license or version or both. (This avoids performing the longer Component Lookup process to edit these elements.)
No additional files can be associated with an inventory item from Project Inventory tab.
5. Click Save to change the changes to the inventory item.