How to Create an Assembly or Template

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Overview

An assembly is how Bolster categorizes or groups the items in your estimate. Think of it like a folder that you put your items into — you can have main folders and subfolders, all as a way to organize and group related line items in your proposal.

Before You Begin

• Have an estimate open and ready to work in.

1. In this example, we'll add an assembly to an existing estimate. Click the blue Plus Item button.
2. Choose Assembly from the menu.
3. Once added, the assembly displays a trifecta-of-cubes icon (representing a group of items), and it will already contain one item by default.
4. Add Line Items to the Assembly: Add line items into the assembly, or move existing items into it as you wish, to group related items together.
5. Sub-Assemblies: To further organize your proposal, you can create sub-assemblies.
6. Click the + to add a new line below an existing assembly.
7. Convert this new line into a sub-assembly and add more line items to it.
8. Once you're finished working on your assembly, be sure to click Save Estimate Changes to save your progress before closing your work.

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How to Delete an Item or Assembly

1. Navigate to the item or assembly you wish to delete within your Bolster interface.
2. Place your cursor over the item or assembly to reveal additional options.
3. Look for the 6 dots located to the left of the item or assembly, and click on them to open the options menu.
4. Select Delete from the menu to remove the item or assembly.

Additional Notes

• Ensure you have selected the correct item or assembly before proceeding with deletion, as this action cannot be undone.
• This method applies to both individual items and entire assemblies within Bolster.

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Why This Matters

• Assemblies let you group related items together in your proposals, similar to organizing items into folders and subfolders.
• Grouping items allows you to collapse sections as needed, making complex proposals easier to navigate and understand.
• You can efficiently manage and customize your items and assemblies, including deleting them when needed.

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Summary

Creating an assembly involves adding a new item to your estimate via the Plus Item button and choosing Assembly, then adding or moving line items into it, optionally nesting sub-assemblies for further organization, and saving your changes. Assemblies and their items can also be deleted at any time using the options menu