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Create a visual 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 visual assembly.
  4. Select the folder to which you want to add the visual assembly.
  5. Click Add on the speedbar.
  6. In the Type field, select the Visual Assembly option button.
  7. In the Reference field, enter a reference number for the visual assembly. You can leave this blank or use an existing reference.
  8. In the Description field, enter a description for the visual 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 to edit the visual assembly immediately after you create it.
  12. Click Add.
  13. From the New Visual Assembly window, select the type of visual assembly you want to create.
  14. Click OK.
  15. Complete the fields as described on the Visual Assembly Screen Field Reference. The pages available depend on the item type.
  16. Click and to switch pages, or click to select the page from the field in the upper right corner of the Visual Assembly popup window.
  17. When you have entered all the parts, click Finished.
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