What is an Assembly
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    What is an Assembly

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    Article Summary

    En Español

    Assemblies are a great way to combine commonly-used items together into one package, ensuring you have everything you need to represent the takeoff. Just like items, assemblies are added to takeoffs, as needed, to automatically convert takeoff data into your material, labor, equipment, subcontracting, and other various items. Assemblies also allow you to modify the coverage rate of an item to reflect a custom formula, like adding multiple layers or adding a default waste percentage.

    Topics

    Assembly Layout
    Item Categories

    Other Functions


    Assembly Layout

    An assembly is organized into three sections:

    • Basic Information
    • Required Items
    • Items Groups


    Use the guide below to learn more about the layout of an assembly.

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    Field

    Description

    1. Assembly Name

    Required, Text.

    Name of the assembly

    2. Assembly ID

    Optional, Text.

    Unique ID of the assembly

    3. Unit of Measure

    Required, Drop-down.

    The related measurement type the assembly is intended for

    4. Description

    Optional, Text.

    Provide a description of the assembly, how it functions, or any requirements

    5. Delete

    Deletes the entire assembly, including listed items and formulas

    NOTE: Cannot be undone.

    6. Cancel

    Cancels current interaction with assembly

    NOTE: Changes made to the assembly are automatically saved. This does not cancel the latest changes made to the assembly.

    7. Save As

    Make a copy of the current assembly, including structure, items, and current formulas

    8. Save

    Save latest changes made to an assembly

    9. Required Items

    Lists current required items within an assembly

    10. Add Required Items

    Add more items to the required item section

    11. Formula Editor

    Edit the existing formula

    12. Delete Item

    Deletes the listed item and its formula

    NOTE: Cannot be undone.

    13. Item Groups

    List of current item groups within an assembly

    14. Add Group

    Add a new item group to the assembly

    15. Edit Item Group Name

    Required, Text.

    Rename the item group

    16. Delete Item Group

    Deletes the entire item group, including listed items and formulas

    NOTE: Cannot be undone.

    17. Arrow Down

    Moves item down one in the list

    18. Arrow Up

    Moves item up one in the list


    Item Categories

    Assemblies organize your items into two categories:

    1. Required items
    2. Items Groups

    Depending on which category you add an item to, the item will either be added automatically or you will need to select an option from a drop-down list.

    Required Items

    Required Items are always included when you add the assembly in a project. They represent an item that does not change from project to project. For example, when I paint a room, I will always use tape to mark the boundaries. Since I always use the same type of tape for every project, I will add the tape item to Required Items.

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    Item Groups

    Item groups are used to make a drop-down list of items to choose from, such as items that differ in size, shape, or finish. Select one of the listed items when you add the assembly to a takeoff in a project. For example, I may list different tile sizes under an item group called "Choose Tile". When I add the assembly to the takeoff in a project, I can choose the appropriate tile size for the project.

    Within the Assembly

    Within the Takeoff

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    You can reorder your item list by using the Arrow Up or Arrow Down next to each item. The item will move up or down one line, respectively.

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    Other Functions

    Formulas

    Formulas are the calculation performed to quantify the item by converting a takeoff variable into the purchase unit of the item. By default, the item’s assigned Coverage Rate will be used, but more complex formulas can be generated to allow for real-world variations (multiple layers, thickness, etc).

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    STACK assemblies are restricted to the listed formula. If you need to amend a formula, see Customize or Create an Assembly and Working with Assembly Formulas.


    What is an Item
    Bulk Import Custom Items to  STACK
    Customize or Create an Assembly
    Working with Assembly Formulas
    Mastering Custom Formulas
    Excel Functions in Formulas


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