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Create a list assembly in a catalog

Modified: 7 Sep 2026 Viewpoint Estimating Estimating Help
  1. Open a job in the Manage Estimates screen.
  2. Open the Catalog tab.
  3. In the Catalog field, click to select the catalog to which you want to add the list assembly.
  4. Select the folder where you want to create the list assembly.
  5. Click Add on the speedbar.
  6. In the Type field, select the List Assembly option button.
  7. In the Reference field, enter a unique reference number for the list assembly.
  8. In the Description field, enter a detailed description for the list assembly.
  9. Select the Auto increment reference number by checkbox, to have the Estimating module automatically increment the reference number for the next item added.
  10. 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.
  11. Select the Edit item detail after add checkbox, so you can edit the list assembly immediately after you create it.
  12. Click Add.
  13. 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.
  14. Complete the fields as described on the Cost Item Screen Field Reference.
  15. Click OK.
  16. If needed, you can continue adding new items by repeating steps 6-15.
  17. Click Close.
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