Update assemblies and components in an estimate
Assemblies are groupings of labor, equipment, and work items that belong to a single system or scope of work. They share common dimensional information, which is defined through variables.
Similar to crews, when assemblies are added to an estimate, each one includes a dedicated details form that displays its variables, components, and a pricing summary.
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Assembly components, such as labor, equipment, and work items, appear in the Estimate Sheet. However, the assembly header description is not included.
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Quantity fields for both the assembly header and its components are not enabled, as quantities are calculated using variables.
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Assembly pricing is calculated as the total sum of its components.
- Go to Leads or Projects and select the lead or project in the Quick Select section.
- On the Lead or Project Home page, select Estimates in the Preconstruction section.
- Select the estimate number or title from the list.
- Select View Estimate.
- Within the estimate, select the Items tab.
- Optionally, select Assembly from the view dropdown to view the assembly or crew description.
- Select the component's description to view the assembly details.
- In the Assembly Variables tab, select Edit List.
- Update the Default Quantity for each variable as needed.
The assembly header and component quantities will be calculated automatically.
- Select Save.
- Select the Assembly Components tab and review the calculated assembly component quantities.
- Select the Assembly Cost / Sell Totals tab and review the calculated overall assembly cost and sell totals.