- Open a job in the Manage Estimates screen.
- Open the Catalog tab.
-
In the Catalog field, click
to select the catalog to which you want to add the enterprise level assembly.
- Select the folder where you want to create the enterprise level assembly.
-
Click Add
on the
speedbar.
- In the Type field, select the Enterprise Level Assembly option button.
- In the Reference field, enter a unique reference number for the enterprise level assembly.
- In the Description field, enter a detailed description for the enterprise level assembly.
- Select the Auto increment reference number by checkbox to have the Estimating module automatically increment the reference number for the next item added.
-
If you selected the checkbox in the previous step, enter the number by which to increment the reference number in the field to the right or click
to increase or decrease the number.
- Select the Edit item detail after add checkbox to edit the enterprise level assembly immediately after you create it.
- Click Add.
- In the New Enterprise Level Assembly popup window, select the assembly type you want to add and click OK.
- If you selected the Edit item detail after add checkbox, go to step 15. If you did not select the Edit item detail after add checkbox, go to step 16.
- Complete the fields as described on the Enterprise Level Assembly Screen Field Reference.
- Click OK.
- If needed, you can continue adding new items by repeating steps 6-16.
- Click Close.