How to Create and Manage a Bill of Materials for Deltek Vantagepoint

FMIS enables Deltek Vantagepoint and Vision users to manage bills of materials alongside their project processes. This guide explains how components and subassemblies connect to stock allocation, purchasing and production, and what to consider when your projects involve assembling or manufacturing physical items.

Simple Workflow diagram showing the creation of a Bill of Materials within FMIS Solutions for Deltek

Written by: Hannah Bowman • Published: July 8, 2019 • Updated: September 24, 2026

To manage a multi-level bill of materials for Deltek Vantagepoint or Vision, create and maintain the assembly structure in FMIS as part of an integrated materials management workflow. FMIS handles component requirements, stock allocation, replenishment and production work orders, extending Deltek’s project-focused purchasing and inventory capabilities.

Managing a Bill of Materials for Deltek at a glance

Supported Deltek systems: FMIS provides materials management functionality for Deltek Vantagepoint and Vision.
Bill of materials: FMIS manages component relationships, including assemblies containing manufactured subassemblies.
Stock allocation: Available components can be allocated before shortages are replenished.
Purchasing and production: Replenishment can generate purchase orders for bought items and work orders for manufactured items, subject to configuration and authorisation.
Assembly completion: Completing a manufacturing work order consumes allocated components and creates the finished stock item.

What is a bill of materials?

A bill of materials, or BOM, defines the components and quantities required to make or assemble an item. A multi-level BOM also describes the components within its subassemblies.

For example, an equipment package might contain an enclosure, cables and a sensor assembly. The sensor assembly can have its own BOM containing sensors, brackets and connectors.

The BOM defines what is needed. Connected stock, purchasing and production processes establish what is available, what needs to be bought or made, and how the finished item will be produced.

Can you create a bill of materials in Deltek Vantagepoint?

Deltek Vantagepoint and Vision do not provide a dedicated native workflow for creating multi-level manufacturing bills of materials and turning their components into finished items. Their purchasing and inventory functions support the needs of project-based professional services organisations.

These functions can include item records, purchase requisitions, requests for quotation, purchase orders, receiving, inventory quantities and locations, and purchasing approvals. The distinction is the ability to manage component relationships and the production activity needed to build an assembly.

FMIS adds this materials management capability for organisations whose projects involve physical products, equipment packages, fabrication or assembly.

How do you create and manage a BOM with FMIS?

The workflow starts with the assembly structure in FMIS, then connects material requirements to stock, replenishment and production. The precise setup depends on the BOM type and the organisation’s configured processes.

Define the assembly and its components.
Set up the item structure and required quantities in FMIS. Where an assembly includes manufactured subassemblies, define their component requirements too. Choose the appropriate treatment for items that are bought complete, supplied as kits or manufactured.
Establish the project and production requirement.
Identify the quantity needed and the relevant project context. Depending on the configured process, work orders can be created through replenishment, generated for eligible kit requirements or entered manually.
Check availability and allocate stock.
Review the components and subassemblies required by the work order. Allocate available stock using the configured process, which can include first-in, first-out allocation or manual selection of serialised items.
Replenish the shortages.
Assess outstanding requirements against stock, expected receipts and replenishment settings. Bought items can generate purchase orders, while manufactured items can generate work orders. Manufactured subassemblies can have separate work orders.
Manage the build.
Use the work order to track component requirements and production progress. Where production routing is configured, teams can record completion of the required stages. A partially completed batch can leave an outstanding work order for the remaining quantity.
Complete the finished assembly.
Completion consumes the allocated components and creates the finished stock item. Stock movements record the transaction, and the finished item can then be issued through the relevant stock or project process.

FMIS production work order showing project details and components required for a manufactured item

The FMIS Production Work Order connects a manufactured item and its project details to the components required for production.

Does every component need to be purchased?

No. FMIS can allocate available stock before replenishing shortages. Depending on configuration, stock held at another location may also be considered, with a transfer where required. This connects purchasing decisions to the materials already available.

FMIS stock replenishment batch showing components due for purchasing or production

A replenishment batch identifies outstanding component demand and supports separate replenishment processes for bought and manufactured items.

Does every BOM require a manufacturing work order?

No. The workflow depends on the BOM type. An item bought as a complete assembly does not require FMIS to manufacture its components. Kits and manufactured items have different processing rules, so the appropriate type should be established during setup.

Example: assembling an equipment package for a project

An equipment package illustrates how a multi-level BOM connects stock and production requirements. In this example, the package contains an enclosure, cables and a sensor assembly. The sensor assembly contains sensors, brackets and connectors.

The team has the enclosure and cables in stock, but needs to manufacture the sensor assembly and purchase some connectors.

Allocate existing materials. Reserve the available enclosure, cables and sensor assembly components for the work.
Identify shortages. Include the missing connectors in the replenishment requirement.
Create the required orders. Generate the purchase requirement for the connectors and the manufacturing work order for the sensor assembly through the configured process.
Complete the subassembly. Once its components are available and the work is complete, record the finished sensor assembly.
Complete the equipment package. Use the subassembly with the remaining components to produce the finished package.

This is an illustrative workflow. The order of allocation, purchasing and production activities depends on the organisation’s configuration and operating requirements.

Why does integrated BOM management matter for project teams?

Integrated BOM management helps teams connect an assembly’s component requirements to the stock and production activity needed to fulfil a project. This becomes particularly useful when several projects require the same materials or when assemblies contain multiple levels of subassemblies.

Understand material availability. Check which components are available and which still need to be sourced or manufactured.
Base replenishment on outstanding demand. Consider existing stock and expected receipts when planning purchases and production.
Track work in progress. Use work orders to follow manufactured items and subassemblies through their configured production stages.
Record component consumption. Capture the stock movements associated with completing a finished assembly.

What should organisations consider before implementation?

Start with a representative bill of materials and the process used to fulfil it. This helps establish the item structures, stock controls, production steps and integration requirements that need to be configured.

Assembly types. Identify which items are bought complete, supplied as kits or manufactured, including any manufactured subassemblies.
Stock controls. Establish locations, allocation rules, serial tracking requirements and any transfers between locations.
Production requirements. Decide whether work orders need routing stages, partial completion or separate subassembly production.
Project integration. Agree which project references and transactions need to pass between FMIS and Deltek, including the required timing.
Changes after production. Establish how eligible assembly changes and disassembly should be handled, taking account of the BOM type and transaction status.

For eligible manufactured items, FMIS supports changes that reverse the original stock postings, allow component allocations to be adjusted and repost the stock movements on completion. The available process depends on the item and BOM type; it should not be assumed that every assembly can be changed in the same way.

FMIS work order edit screen for changing an existing manufactured bill of materials

Eligible manufactured assemblies can be reopened so that component allocations and associated stock postings can be adjusted.

How FMIS supports Deltek materials management

FMIS extends Deltek Vantagepoint and Vision with the materials processes needed for stock-intensive and assembly-based project work. Deltek remains the project management and accounting platform, while FMIS supports the associated component, stock, purchasing and production workflows.

Learn more about FMIS materials management for Deltek Vantagepoint and Vision.

Frequently asked questions

Is the bill of materials maintained in FMIS or Deltek Vantagepoint?

The bill of materials is maintained in FMIS. FMIS manages the component structure and associated stock, replenishment and production processes, while Deltek Vantagepoint provides the project management and accounting environment. The project references and transactions exchanged between the systems should be agreed as part of the integration setup.

Can FMIS manage multi-level bills of materials?

Yes. FMIS supports assemblies that contain manufactured subassemblies with their own component requirements. Separate work orders can be used to produce those subassemblies before they are incorporated into the finished item. This supports projects where a single-level component list does not adequately describe the production requirement.

What is the difference between a kit and a manufactured item?

A kit groups components for supply together, while a manufactured item uses a production process to consume components and create a finished stock item. FMIS applies different processing rules to kits, kits with work orders and manufactured items. The appropriate type depends on how the organisation supplies or builds the product.

Can FMIS use existing stock before ordering more components?

Yes. Available components can be allocated to the requirement before shortages are replenished. The configured process can include first-in, first-out allocation or manual selection of serialised stock. Replenishment considers outstanding requirements alongside relevant stock and receipt information, helping the team determine what still needs to be bought or made.

Can a completed manufactured assembly be changed?

Eligible manufactured assemblies can be changed through a process that reverses the original stock postings, allows component allocations to be adjusted and reposts the movements on completion. Restrictions depend on the BOM type and item status. Work order edits do not use the purchasing approval workflow, so change controls should be considered separately.

Does FMIS also support bills of materials for Deltek Vision?

Yes. FMIS provides materials management functionality for Deltek Vision as well as Deltek Vantagepoint. This includes component structures and the associated stock, replenishment and production processes. The implementation should establish the organisation’s required workflows and confirm the integration scope for its Deltek environment.

Find out more about FMIS bills of materials for Deltek

A representative bill of materials is a useful starting point for assessing your requirements. To discuss how your components, stock and production processes could work with Deltek Vantagepoint or Vision, request an FMIS demonstration.

How to Create and Manage a Bill of Materials for Deltek Vantagepoint

Managing a Bill of Materials for Deltek at a glance

What is a bill of materials?

Can you create a bill of materials in Deltek Vantagepoint?

How do you create and manage a BOM with FMIS?

Does every component need to be purchased?

Does every BOM require a manufacturing work order?

Example: assembling an equipment package for a project

Why does integrated BOM management matter for project teams?

What should organisations consider before implementation?

How FMIS supports Deltek materials management

Frequently asked questions

Find out more about FMIS bills of materials for Deltek

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How to Create and Manage a Bill of Materials for Deltek Vantagepoint

Managing a Bill of Materials for Deltek at a glance

What is a bill of materials?

Can you create a bill of materials in Deltek Vantagepoint?

How do you create and manage a BOM with FMIS?

Does every component need to be purchased?

Does every BOM require a manufacturing work order?

Example: assembling an equipment package for a project

Why does integrated BOM management matter for project teams?

What should organisations consider before implementation?

How FMIS supports Deltek materials management

Frequently asked questions

Find out more about FMIS bills of materials for Deltek

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Market Sectors

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