Saving items as an assembly

Before you begin

  • If you have not already selected items to take off, click on the Takeoff group of the Takeoff tab, and and then select the items to take off from the Item list.

    In classic view, select Takeoff menu > Item Takeoff, or click on the toolbar.

  • Make sure you understand how Sage Estimating calculates the quantities for an assembly when you take it off. How?.

To save the items in the takeoff grid as an assembly:

  1. Open the Adding Assembly window in one of the following ways:

    • Select Takeoff tab > Updates group > Save As Assembly.
    • In classic view, select Takeoff menu > Save As Assembly.

  2. Complete the fields at the top of the window.

    • To save this assembly to the standard database, select Database.
    • To save this assembly for use within this estimate only, select One-time.
    • For more information, click image\windhlp.gif on the title bar of the window and then click a field or button.

  3. Review the items in the grid and make changes as needed.

    The calculation specified for each item determines how Sage Estimating calculates the item quantity.

    Check the calculation for each item to make sure it's appropriate for the use of the item in this assembly.

    Right-click any item row to use the editing options on the shortcut menu. How?

  4. When you finish setting up the assembly, click [OK] to save it, and then click [Close].