Add an assembly

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Add an assembly

Assemblies are commonly used bid items that can contain multiple pieces with different shapes, labor codes, finishes, and other properties, as well as accessories and parametric assemblies. By adding the assembly to your estimating job, you can add all these pieces at once. We recommend that you add assemblies at the end of the page in an estimating job.

Note that assemblies often begin with a comment line that describes and labels the assembly. This makes it easier to recognize assemblies.

  1. Scroll to the end of the page in the Estimating dialog box.
  2. Click the Estimating ribbon tab.
  3. On the menu, select Add Assembly.
  4. In the Add Assembly dialog box, type the number of assemblies you want to add in the Quantity field.
  5. If you want to be able to select from assemblies that are available for all jobs, ensure that the Show Global Assemblies check box is selected.

    If the Show Global Assemblies check box is not selected, you can only select assemblies that have been added in the current estimating job.

  6. Do one of the following:
    • In the Assembly list, select the assembly that you want to add.

      If you have selected the Show Global Assemblies check box, the Assembly list contains all assemblies that are available in Assembly Maintenance.

    • If you want to create a new assembly, click New, type a name for the assembly, and click OK. For further instructions, see Create assemblies.

      The new assembly will initially only be available in the current estimating job, but you can later add it to the assembly library. For instructions, see View, rename, copy, and delete assemblies.

    • If you want to modify an existing assembly, select the assembly in the Assembly list, and click Edit.
  7. If you want to assign a sub-category to the assembly, select the Set Sub-Category check box, and select an option in the Sub-Category list.

    Assigning a sub-category to the assembly allows you to easily identify and filter assemblies.

  8. Click Add Assembly.

The Add Assembly dialog box closes, and the assembly is added at the end of the item list in the current estimating job.

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