Add, Edit, or Remove an Assembly on a Takeoff

En Español

You can quickly add assemblies to your takeoffs to provide more detailed material and cost information on your estimates and reports.

What to Know

• You can add an assembly, edit the assembly options, or remove an assembly from a takeoff at any time.
  (This will change the information on your estimates and reports.)
• You can add items AND assemblies to the same takeoff.*
• You can add multiple assemblies to a takeoff if needed.*
• You can add custom and/or pre-built assemblies from any or all of your available assembly libraries - Company Library/Custom Libraries, Quick Start, STACK, 1build, BNi, etc.

*Just remember to check your reports and estimates to make sure you aren’t duplicating materials or costs.

TIP: You can add multiple assemblies to one measurement (takeoff), then filter data on your estimate by assembly to create alternates, options, or other material or labor related configurations without creating multiple measurements.

See below for instructions to:
Add an Assembly to a Takeoff
Edit Assembly Options on a Takeoff
Remove an Assembly from a Takeoff

Add an Assembly to a Takeoff

1. Go to the PLANS & TAKEOFFS section of your project.
2. Click the Takeoffs tab.
3. Click on the takeoff to which you want to add an assembly.
4. Scroll down to the Items and Assemblies section on the left panel. (Any items and assemblies already added to the takeoff will be listed.)
5. Click the +  button to the right of Items and Assemblies. The Add Items & Assemblies window will open.
6. Click the Assemblies tab.
7. Click in the Library field to expand the dropdown menu and select the library that contains the assembly you want to add.
8. Perform a Library Search or click on the displayed folders for an expanded list view to locate the assembly you want to add.
9. Click the green + next to each assembly you want to add.
10. (Optional) Repeat steps 7-9 to add additional assemblies from other libraries.
    TIP: You can also add items if you'd like. Just click the Items tab and follow the same process.
11. Click the green Add button to add the selected assemblies (and items) to the takeoff.
    
12. If the Assembly Options panel appears, enter/select the necessary info in the Variables field(s) and/or Item Groups dropdown(s).
    TIP: Click the Test Inputs button to make sure you have entered acceptable information in the fields to avoid errors on your estimates.
13. Click Save.

The assembly items will now populate in Estimate Worksheets, Reports, and Material and Labor Estimates for this takeoff.

TIP: You can add your takeoff (with the added assemblies included) to the Takeoff Library for re-use on future projects. 

Edit Assembly Options on a Takeoff

1. Go to the PLANS & TAKEOFFS section of your project.
2. Click the Takeoffs tab.
3. Click on the takeoff where you want to edit the assembly options.
4. Scroll down to the Items and Assemblies section on the left panel and find the assembly you want to edit.
5. Click the three dots to the right of the assembly name and select Edit.
6. Make the desired changes to the Assembly Options in the Variables field(s) and/or Item Groups dropdown(s).
   TIP: Click the Test Inputs button to make sure you have entered information in all the necessary fields to avoid errors on your estimates.
7. Click the Save button.

The updated information will appear on Estimate Worksheets, Reports, and Material and Labor Estimates for this takeoff.

Remove an Assembly from a Takeoff

When you remove an assembly from a takeoff, the assembly items will no longer appear on existing or new estimates/reports for the takeoff.

1. Go to the PLANS & TAKEOFFS section of your project.
2. Click the Takeoffs tab.
3. Click on the takeoff from which you want to remove an assembly.
4. Scroll down to the Items and Assemblies section on the left panel and find the assembly you want to remove.
5. Click the three dots to the right of the assembly name and select Remove.
6. Click the red Remove button to confirm.

Next Steps

After you've added all the items and assemblies that you need to the takeoff, you can review data in estimates and reports, then export estimate data or a proposal.

Estimate Worksheet Overview
Export Estimate Worksheet Data
STACK Reports Overview
Unit Cost Estimate Material and Labor Estimate Overview
Customize and Download a Proposal

Related Articles

Create. Edit, or Delete Custom Assemblies
Working with Item Formulas in Assemblies
Mastering Custom Formulas
Excel Functions in Formula

If you need additional assistance, please Contact Us.