How can I add an Assembly to my Estimate?

Assemblies are added at the Subcategory level of OnCost Estimates. To add an Assembly to your Estimate: 

1. Navigate to the desired Project via the Left Sidebar.
2. Click the Financials tab to automatically open the Estimating category. 
3. Find the green "(+) Add New..." Subcategory row or cell in the location you wish to add a new Assembly.
   1. Assemblies, which are added as Subcategories, can be inserted from both the Project Totals sheet and individual Category sheets. 
   2. By default, all ConstructionOnline OnCost Estimates have the Show Add Links setting engaged within Estimate Settings. If the green (+) Add Links do not appear within your current Estimate, you can engage these options within Estimate Settings. 
4. Click the green "(+) Add New..." Subcategory row or cell and choose the "Insert Assembly from Costbook" option. 
   
   1. If this option does not appear, you are not adding an Estimate Subcategory, but rather a Category or Item (which are not compatible with Assemblies). 
5. This will open the "Insert Costbook Assembly from Database" window where you can choose existing Assemblies to add to your Estimate. 
   1. Find your desired Costbook by using the dropdown menu or Search bar located under "Selected Costbook". 
      1. New Costbooks can be added from this window. 
   2. Select the Assembly you wish to add to the Estimate by clicking its row. Only one Assembly can be added to an Estimate at a time
      1. New Folders and Assemblies can be added from this window. 
   3. Once you have made your selection, click the blue "Insert Into Estimate" button. 
   4. Before the Assembly is inserted, you must assign the Assembly's Quantity (if applicable). 
      1. By default, the Assembly Quantity is set to "1". You can set the Quantity for all Assembly Items by inserting the number into the field under "Assembly Quantity" OR you can adjust the Quantity of individual Items within the Quantity column of the table. 
   5. Once you have confirmed the Assembly's Quantity, click the blue "Save" button. 
6. Upon completion, the Assembly will populate as a Subcategory within your Estimate! 
   1. Assemblies are signified by a blue "A" icon next to the Subcategory name. 

Click here for more frequently asked questions (FAQs) regarding ConstructionOnline's Items Database & Costbooks.