Enterprise Level Assembly Setup

An enterprise level assembly is composed of a collection of cost items that has calculations built in to calculate the actual quantity and costs of the cost items that make it up. It is similar to a visual assembly, except that you define the cost items, components, and calculations contained in the enterprise level assembly.

Use the Assembly Setup screen to define an enterprise level assembly setup, which defines the structure and content of the assembly. You can create an enterprise level assembly setup for use in a catalog or an estimate. You can copy enterprise level assembly setups between catalogs and estimates using the Copy Enterprise Level Assembly Setups Using the Estimating Explorer.

You can create an enterprise level assembly setup in a catalog, which allows you to use the assembly in any estimate that uses that catalog; or you can create an enterprise level in an estimate, which means you can only use the assembly in that estimate (unless you copy the assembly setup to another estimate or a catalog). Once the assembly is added to a catalog or estimate, you can specify the exact dimensions, quantities, and so on for the assembly and add additional cost items.

Several enterprise level assemblies are included. You can only modify the default unit and the item lists for these assemblies. However, you can copy the setup of these assemblies and modify the copy as needed.

To open a job in the Manage Estimates screen, go to Estimating > Estimating > Manage Estimates. Select the job you want to open, and select OK.

  • Multiple users can work on the same job in the Estimating tab at the same time. The last person to perform an edit function to an estimate item will have the data retained.
  • Any sorts a user performs are temporary unless the job is set to Exclusive mode, which allows you to save sorts. Moving items also requires the job to be set to exclusive, or the move will be temporary.
  • To turn Exclusive mode on, get all other users to close the job, then select Set Job Exclusive. Make the changes to the estimate, then turn Exclusive mode off by selecting Set Job Exclusive again.
  • You can also lock a job, which not only turns on Exclusive mode, it prevents other users from editing the job. Note that all users can view a locked job. To lock a job, get all other users to close the job, then select Lock Job. To unlock a job, select Lock Job again.
  • Any filters performed in the Estimate tab are only seen by the user performing the filter.
  • You will see changes occur in real-time by changing tabs in the Manage Estimates screen or by refreshing the Estimate tab.