Create an enterprise level assembly setup in an estimate by copying an existing setup

  1. Open a job in the Manage Estimates screen.
  2. Open the Estimate tab.
  3. Click ASM on the speedbar.
  4. In the Assembly Setup field, enter a code of up to 20 alphanumeric characters to identify the enterprise level assembly setup.
  5. Click Copy Assembly Setup.
  6. In the Copy From field in the Copy From Option popup window, do one of the following:
    • Enter the code of the enterprise level assembly setup you want to copy.
    • Click to select the enterprise level assembly setup you want to copy from a Lookup List.
  7. Click OK.
  8. Complete the fields as described on the Assembly Setup Screen Field Reference.
  9. Click Save Setup.
After creating an enterprise level assembly setup, you may want to use it to Work with Enterprise Level Assemblies.