- Open a job in the Manage Estimates screen.
- Open the Estimate tab.
-
Click Add
on the
speedbar.
- In the Type field, select the Enterprise Level Assembly option button.
- In the Reference field, enter a reference number for the enterprise level assembly. You can leave this blank or use an existing reference.
- In the Description field, enter a 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.
-
Select one of the following options to specify where the enterprise level assembly will appear in the estimate:
Append Items to Estimate – To add the enterprise level assembly to the end of the estimate.
Insert items after – To add the enterprise level assembly after the currently selected row.
- 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 14. If you did not select the Edit item detail after add checkbox, go to step 15.
- Complete the fields as described on the Enterprise Level Assembly Screen Field Reference.
- Click OK.
- If needed, repeat steps 4 - 15 to add more new items.
- Click Close.