Visual Assembly Screen Field Reference

The available pages in the Visual Assembly screen will vary depending on the type of visual assembly you are defining. Pages include:

Information page

This page does not automatically appear when you open a visual assembly because the information is entered during creation. You need to click to open it, or click to select Information from the field in the upper right corner.

Field

Description

Number

Displays a code that identifies the visual assembly. In a catalog, the reference is required and must be unique. In an estimate, alternate, and change order, the reference does not need to be unique and can be blank. If needed, you can modify the reference number. The reference can contain alphanumeric and special characters, except for slashes (\ or /).

Description

Displays the description that was entered when the visual assembly was created. If needed, enter an updated description.

User

Displays the user who added the visual assembly.

Date

Displays the date the visual assembly was added.

Time

Displays the time the visual assembly was added.

Notes

Enter any comments or notes about the

visual assembly.

Detail pages

Use the detail pages to enter the dimensions, cost items, and specifications of the visual assembly. On some visual assemblies, you also enter the type of visual assembly, such as whether a column is round or rectangular. The detail pages will vary by the assembly type.

There are six basic ways to enter cost items and values for a visual assembly:

You don't need to select a cost item or value for every part of a visual assembly. You should only select cost items and values for the parts that are necessary for the visual assembly. For example, not all walls will need reinforcing or finishing. If you don't need to select a cost item or value for a part, select None for the cost item, or set the value to or another appropriate zero value.

However, if the requirements for the assembly don't specify a cost item or for a part, you may still need to select an appropriate cost item or value outside of the assembly to create an accurate estimate of the assembly. For example, the specifications may not include chairs as part of the plans for a concrete slab visual assembly, but you know that you will need them to support a mat reinforcement.

Note: You cannot enter all of the dimensions for a visual assembly in the catalog. You must copy it to the estimate to be able to enter the size of the visual assembly.

Openings page

Openings are visual assemblies such as doors and windows inside a wall visual assembly, such as block or brick walls. You enter all the cost items that make up the opening visual assembly such as doors, windows, and lintels. You can open and edit the opening visual assembly from within its master visual assembly. To edit the opening visual assembly, double-click the item from the Description column.

Note that by entering cost items that make up the opening visual assembly, the Openings page takes away from the surface area of the wall assembly where the cost items were entered.

Field

Description

Lookup

Click Lookup to add an opening visual assembly. Select the item you want to add, then click OK. If the cost item you want to select does not appear in the Lookup list, you can add it to the Lookup by clicking Modify List. See Managing Cost Items in the Lookup for more information.

Remove

Select an opening, then click Remove to delete the opening from the main visual assembly.

Takeoff

Click Takeoff for an opening assembly to perform takeoff to set the properties of the opening.

Equipment page

Use the Equipment page to enter equipment into the visual assembly. You should only add equipment items that have a unit of time on the Equipment page of a visual assembly. If you want to add an equipment item that has a unit that is not a unit of time, add it to the Miscellaneous page of the visual assembly.

By adding equipment cost items that have units of time, you can add production rates that are specific to this visual assembly. This enables you to take into account any special circumstances of the visual assembly.

Adding equipment costs to visual assemblies is similar to selecting cost items for other parts of the visual assembly. You select a cost item that has some measure of time for its unit from a Lookup, enter a production rate, then select the appropriate units for the production rate.

For example, you select a Concrete Mixer that costs $100 per hour, enter a production rate of 20, and enter CY for the unit of the production rate. This would give you an equipment item that can mix 20 CY an hour at a cost of $100 per hour.

Each visual assembly can have five equipment crews on the Equipment page. If you have additional equipment costs, you can add them to the Miscellaneous page. However, you won't be able to enter production rates for these items.

Crews page

Use the Crews page to enter labor costs into the visual assembly. You should only add labor costs that have a unit of time on the Crews page of a visual assembly. If you want to add a labor cost item that has a unit that is not a unit of time, add it to the Miscellaneous page of the visual assembly.

By adding labor cost items that have units of time, you can add production rates that are specific to this visual assembly. This enables you to account for any special circumstances of the visual assembly.

Adding labor costs to visual assemblies is similar to selecting cost items for other parts of the visual assembly. You select a cost item that has some measure of time for its unit from a Lookup, enter a production rate, then select the appropriate units for the production rate.

For example, you could select a Concrete Finishing Crew that costs $100 per hour, enter a production rate of 20, and enter SF for the unit of the production rate. This would give you a labor item that can finish concrete at a rate of 20 SF an hour at a cost of $100 per hour.

Each visual assembly can have five labor crews on the Labor page. If you have additional labor costs, you can add them to the Miscellaneous page. However, you won't be able to enter production rates for these items.

Miscellaneous page

Use the Miscellaneous page to enter cost items into the visual assemblies that don't fit on the other tabs of the visual assembly. The Miscellaneous page is where you enter equipment and labor cost items that don't have units that are units of time.

You can add an unlimited number of cost items to the Miscellaneous page. You can also add cost items to the Miscellaneous page and have the total quantity of the item calculated based on one of the dimensions of the visual assembly.

Once you have selected all the cost items and values required for a visual assembly, you can save the visual assembly in the catalog or estimate. You can then copy the visual assembly and build variations of the visual assembly.