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Maintain Assemblies
An assembly is a standard collection of items required for building a particular room or fixture in a house. Assemblies speed up the process of setting up takeoffs in Maintain Takeoffs application; when the same room or fixture is built in another project, baseplan or lot, you can retrieve and reuse the same assembly of items. For details, see Maintain Takeoffs section of this training guide.
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Reviewing/updating existing assembly
Creating a new assembly
Reviewing/updating existing assembly
  1. Open Maintain Assemblies application.
  2. Select an assembly from the Select Assembly drop down list and click .
  3. Review/update Assembly Information, Assembly Items Information and Assembly P.O. Notes Information sections of the form.

    New items can be added to the assembly in New Items section of the form:

    Existing items can be modified in Existing Items section of the form:

    Purchase order notes can be added or modified in Assembly P.O. Notes Information section of the form:
  4. When you are done, to save and exit, click .


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Creating a new assembly
  1. Open Maintain Assemblies application.
  2. Enter a new name for the assembly in the Enter a New Assembly input field and click .
  3. Fill out Assembly Information, Assembly Items Information and Assembly P.O. Notes Information sections of the form.

    FORM FAQ
    Assembly Display A unique ID used to identify the assembly (e.g. roof).
    Assembly Short Description A more thorough description used to identify the assembly (e.g. roof material).
    Status Current status of the assembly (e.g. active, inactive).
    Assembly Long Description Any additional information pertaining to the assembly can be entered here.
  4. To add a new item to the assembly, fill out New Items section of the form.

    FORM FAQ
    Cost Type Enter a cost type ID or click on the link to find one. This field is required.
    Item Enter an item ID or click on the link to find one. This field is required.
    Room Takeoffs can be room non-specific or apply to a single room, whole house, etc. Make your selection accordingly.
    Quantity Enter an item quantity. NOTE: Negative quantities are permitted.
    Baseplan Statistic Type Select a statistic field to multiply the quantity by, if applicable.

    Once, you've entered the details of the first item, click and continue adding next item(s).

    To remove an item from assembly, select Delete check box and save:
  5. When you are done, click .


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Updated August 6, 2014