From within the Templates tab, you can create new parts for use in estimating and takeoff before you need them; you can also export/import them into jobs.

• To create a new part, select the New Part button;
  • Click the lower half of the button to create: a Sub-Item or to choose Equipment, Labor, Material, Other, or Subcontract Item.

• The Form properties window allows you to name your part and set the cost and markup.
• When finished, click the OK button to continue; you have now created a new part for your use.

• The Advanced Parts option allows you to enter, set, and update more options.
• Select the Advanced button to open the Properties window.
  • Padlock - Allows you to lock and unlock the contents of that row. Clicking on the lock toggles the setting.
  • Light bulb - Indicates if the row is visible or not.
  • Yellow Bulb - Row visible.
  • Gray Bulb - Row not visible.
• When done, click the OK button to continue; you have now created a new part for your use.

Watch a video on how to create a basic Part:

New Assembly or Sub-Item Assembly

Columns Button

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