How to create a catalog item
You can quickly create items for re-use on any project.
- To begin, click “Items” in the top right of the main navigation.
- On the next screen, you will see a folder/list view of your current items on the left.
- To create a new item, click the ellipse (3 dots) next to the folder you wish to have the item in and select "Create item here" (alternatively, you can also create a new a folder to add items to)
- Fill in the item description fields and click “Add” to save or "Create and Add Another" to quickly create similar items.
*You can edit these fields at any time by selecting the item from the list view.
**Any changes made to an item will affect all projects that contain that item. To avoid the changes affecting past projects make sure to use “Save Snapshot” in reports.
Field descriptions for item creation
- Item Name - The name of the material
- Purchase Unit - How you purchase the material, such as gallon, case, box, case, sq ft, 5-foot section, etc. (This field will appear on reports and your estimate).
- Unit of Measure - The takeoff measurement type (This field determines which drawing tools can be used with this item).
You can use this to convert your takeoff quantities into a purchase unit. This is calculated by inputting numerical values for the items Unit of Measure and Purchase Unit from above.
- 375 Sq Ft. = 1 gallon
- 5 Lin Ft = 1 5-foot section
- 1 lin ft = 1 lin ft
- 500 lin ft = 1 coil
- Cost Type: Choose from one of the standard options (material, labor, equipment, or subcontractor) or create your own in company settings.
- Unit Cost: This is typically your purchase price, but you could include markup in the amount.
- Accounting Code: This optional field could be part #, SKU#, or any code you would like associated with the item.
How to create a catalog assembly
Very similar to the process involving items, you can quickly group together items that are commonly used together to form an assembly for reuse on future projects.
- To begin, click “Assemblies” in the top right of the main navigation.
- On the next screen, you will see a folder/list view of your current assemblies on the left.
- To create a new assembly, click the ellipse (3 dots) next to the folder you wish to have the assembly in and select "Create assembly here" (alternatively, you can also create a new a folder to add assemblies to)
- Fill in the assembly description fields and click “Add”
- Add existing STACK items or your own custom items to the required, depending on your needs (the items unit of measure must match the assembly).
- Click “Save” once you’re finished
*Assemblies will be listed in the order they are created
**You can edit the description fields and the associated items at any time by selecting the assembly from the list view
Field descriptions for assembly creation
- Assembly Name - The name of the assembly (we recommend including the measurement type in the name).
- Assembly ID - Used to classify the assembly (optional)
- Unit of Measure - The takeoff measurement types (This field determines which drawing tools can be used with this assembly).
- Description - A quick description of the assembly and it’s intended use
- Required Items - Items that are always included in the assembly.
- Item Groups - Used to create a drop-down list of item variations (e.g. a group called ‘Drywall’ with a list drywall options in several thicknesses and sizes).
- Item Fields - Information pulled from the item and is not adjustable from the assembly view.
Overview of the assembly formula editor
In an Excel-like fashion, you can edit your formulas and create custom variables for an assembly. By default, the formula column represents the respective item’s Coverage Rate but you can customize this field by clicking it.
- Operators - Standard mathematical operations, such as addition, multiplication, bracket notation, etc. (You can also use your keyboard to insert the desired operator).
- Variables - These represent conditions you want to be expressed in the formula (e.g. the height of the wall in feet can be expressed as WallHtinFt). Variables are specific to the assembly and their values are inputted when the assembly is attached to a takeoff.
- Test - This option will help you verify the accuracy of your formula and ensure your ‘expected’ results match the calculated results.
*Variable names do not allow special characters or spaces
**Formulas follow mathematical restrictions. (e.g. you cannot divide by ‘0’)
If you need additional assistance, please contact us.