Creating projects with components is a fantastic way to organize a large estimate. Most commonly, you’ll find this feature used when the estimate involves multiple rooms or different phases. For example, if we were estimating a kitchen remodel, bathroom and front entryway, we would create three components. You can also use components to break up the estimate by the scope of work. For example – demolition, plumbing, painting etc.
Adding Parts to Components
So, you have created a project with components, but how do you add parts to them? This is a common question, so don’t feel left out, and it’s actually pretty easy!
The first thing we need to do is make sure we are in the Projects tab. To start adding parts or templates to your component, simply search for a part in the search box, then select which one you want from the results.
IMPORTANT – before you click Add Part, be sure you select where you want the part to be added. You can choose from the “Main Project” or from any of the components or alternates you’ve created. Once the correct component has been selected, go ahead and click Add Part.
Continue that process until you have added the entire scope of work to your estimate.
Adding Templates to Components
What if you want to add a template to a component?
No problem! You can search for templates in the same place we searched for parts. Simply click on the “Templates” button just below the search box. From there, you can see the list of templates that were found based on your search.
Once you’ve selected the template you want, it will open similar to the process for adding parts. There you can enter the quantity of the template and use the “Add Template to” drop-down menu to select a component or alternate where you want this template to add.
You can also add templates by first heading back to the Projects tab and clicking Add Templates.
Choose the template you would like to add and enter the SF of the job. Click ‘Calculate Quantities’. Then, scroll to the bottom. Click where it says ‘In an Existing Alternate/Component’. Then, go ahead and add that template to your selected component.
As soon as you finish up with your components, you can see them at the bottom of your Projects page. There, you can move them up or down your list (the order they will display on proposals) by clicking and dragging on the horizontal lines.
That’s it! Continue this process until you have completed your estimate. Keep in mind too that you can create custom parts for things that we do not offer by hovering over the Add Part button > clicking Create Custom Part.
Hope this helps!