Work with Visual Assemblies
Use this procedure to add a visual assembly to either the active catalog or the current estimate. For additional information on cost items, see Cost Items.
The available types of visual assemblies are limited to what you have purchased.
To open a job in the Manage Estimates screen, click in the All Tasks pane. Then select the job you want to open, and click OK.
Tip:
- Multiple users can work on the same job in the Estimating tab at the same time. The last person to perform an edit function to an estimate item will have the data retained.
- Any sorts a user performs are temporary unless the job is set to Exclusive mode, which allows you to save sorts. Moving items also requires the job to be set to exclusive, or the move will be temporary.
- To turn Exclusive mode on, get all other users to close the job, then click Set Job Exclusive. Make the changes to the estimate, then turn Exclusive mode off by clicking Set Job Exclusive again.
- You can also lock a job, which not only turns on Exclusive mode, it prevents other users from editing the job. Note that all users can view a locked job. To lock a job, get all other users to close the job, then click Lock Job. To unlock a job, click Lock Job again.
- Any filters performed in the Estimate tab are only seen by the user performing the filter.
- You will see changes occur in real-time by changing tabs in the Manage Estimates screen or by refreshing the Estimate tab.
