Production Tab For Items
The Production Tab lets you manage production details for individual items and access an estimate's project management tools like scheduling, tasks, budget, and payments.
More in Estimating
Estimating
Estimate basics
- How to Create a New Estimate
- How to Add an Item to an Estimate
- Sending an Estimate in Bolster
- How to Duplicate an Estimate
- Client Notifications & Activity Tracking
- Manually Accepting Proposals
- How to Change the Salesperson on an Individual Job
Working in the estimate
- How to Enable Estimate Sidebar Settings
- How to Toggle Column Visibility
- How to Resize Columns in the Estimate View
Pricing & markup
- How To Price An Item (Labor, Material, or Subcontractor)
- How to Adjust Profit Markup
- Change Profit Margin Per Line Item
- How to Add a Fee-Based Item
- How Discounts Work in Bolster
- Adding tax to estimate pricing
- Custom Labor Rates & Time Tracking
- Adding Detail to Labor Costing of Items
- Creating a Custom Calculation for Items in an Estimate
Minimums & base costs
- Add Labour Minimum or Base Costs
- How to Add a Labour Minimum or Base Cost
- How to Add a Base or Minimum Materials Cost
- How to Add Base and Minimum Materials Cost
Materials & production
- How to Configure Material Options and Pricing
- Material Tab Overview and Process
- Production Tab For Items
- How to Split Labor and Material Items
- How to Add Production Notes and SKU to Line Items
Takeoff tool
- Takeoff Tool Introduction
- Takeoff Tool Introduction
- Adding a Floorplan and Setting Scale
- How to Measure Inside Lengths
- How to Draw Deck Area and Total Joist Length
- Using the Takeoff Tab for Dimension Input
AI estimating
Overview
At the estimate level, the Production section of the left-hand sidebar houses your project management tools, including scheduling, tasks, budget, vendor orders, bills and expenses, and payments.
Before You Begin
- Have the estimate you want to work in open and ready.
- Within a project, look at the left-hand sidebar, below the Pre-production section.
- Under the Production section header, you'll see direct links for Change orders, Schedule, Tasks, Budget, Vendor orders, Bills and expenses, and Payments.
- Click any of these directly to open that tool -- there is no separate Production page to click into first.
Each of these individual tools is covered in depth in its own article.
Why This Matters
- Centralizes your project management tools -- scheduling, tasks, budget, vendor orders, bills and expenses, and payments -- in one place within the estimate.
Summary
The Production section of the left-hand sidebar is home to an estimate's broader project management tools, including scheduling, tasks, budget, vendor orders, bills and expenses, and payments -- click any of them directly to open that tool
Next best guides
- Using Tasks for Project ManagementVideoProject Management · Scheduling & tasks
- How to Track Bills & Expenses for a Booked ProjectVideoProject Management · Budget & costs
- How to Create Purchase Orders or Work Orders from the Vendor Orders TabVideoVendors & Purchasing · Purchase orders
- How to Use the Budget TabVideoProject Management · Budget & costs
- Review and pay a vendor billVendors & Purchasing · Vendor management
