- Open a job in the Manage Estimates screen.
- Open the Estimate tab.
-
Click Add
on the
speedbar.
- In the Type field, select the List Assembly option button.
- In the Reference field, enter a reference number for the list assembly. You can leave this blank or use an existing reference.
- In the Description field, enter a detailed description for the list 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 list assembly immediately after you create it.
-
Select one of the following options to specify where the list assembly will appear in the estimate:
Append Items to Estimate – To add the item to the end of the estimate.
Insert items after – To add the item after the currently selected row.
- Click Add.
- If you selected the Edit item detail after add checkbox, go to step 13. If you did not select the Edit item detail after add checkbox, go to step 14.
- Complete the fields as described on the Cost Item Screen Field Reference.
- Click OK.
- If needed, you can continue adding new items by repeating steps 4-14.
- Click Close.