- Open a job in the Manage Estimates screen.
-
From the Takeoff
tab, click Visual
on the speedbar. The
New Visual Assembly window appears and displays the visual assemblies.
Note: If you have used this feature before, the last visual assembly you opened is automatically selected. - Select the type of visual assembly you want to create.
- Click OK.
- In the Reference field, enter a reference number for the item.
- In the Description field, enter a description for the item.
- Click OK.
- Complete the fields as described on the Visual Assembly Screen Reference. The pages available depend on the item type.
-
Click
and
to switch pages, or select the page from the drop-down field in the upper right corner of the Visual Assembly window.
- When you have entered all the parts, click Finished.