What Is An Assembly?
Overview of an assembly
Ryan Bender avatar
Written by Ryan Bender
Updated over a week ago

Assemblies are a great way to combine commonly-used items together into one package, ensuring you have everything you need to represent the takeoff. Just like items, assemblies are added to takeoffs, as needed, to automatically convert takeoff data into your material, labor, equipment, subcontracting, and other various items. Assemblies also allow you to modify the coverage rate of an item to reflect a custom formula, like adding multiple layers or adding a default waste percentage.

More on Items and Assemblies


Assembly Layout

An assembly is organized into three sections:

  • Basic Information

  • Required Items

  • Items Groups

Use the guide below to learn more about the layout of an assembly.



1. Assembly Name

Required, Text.

Name of the assembly

2. Assembly ID

Optional, Text.

Unique ID of the assembly

3. Unit of Measure

Required, Drop-down.

The related measurement type the assembly is intended for

4. Description

Optional, Text.

Provide a description of the assembly, how it functions, or any requirements

5. Delete

Deletes the entire assembly, including listed items and formulas

NOTE: Cannot be undone.

6. Cancel

Cancels current interaction with assembly

NOTE: Changes made to the assembly are automatically saved. This does not cancel the latest changes made to the assembly.

7. Save As

Make a copy of the current assembly, including structure, items, and current formulas

8. Save

Save latest changes made to an assembly

9. Required Items

Lists current required items within an assembly

10. Add Required Items

Add more items to the required item section

11. Formula Editor

Edit the existing formula

12. Delete Item

Deletes the listed item and its formula

NOTE: Cannot be undone.

13. Item Groups

List of current item groups within an assembly

14. Add Group

Add a new item group to the assembly

15. Edit Item Group Name

Required, Text.

Rename the item group

16. Delete Item Group

Deletes the entire item group, including listed items and formulas

NOTE: Cannot be undone.

17. Arrow Down

Moves item down one in the list

18. Arrow Up

Moves item up one in the list

Item Categories

Assemblies organize your items into two categories:

  1. Required items

  2. Items Groups

Depending on which category you add an item to, the item will either be added automatically or you will need to select an option from a drop-down list.

Required Items

Required Items are always included when you add the assembly in a project. They represent an item that does not change from project to project. For example, when I paint a room, I will always use tape to mark the boundaries. Since I always use the same type of tape for every project, I will add the tape item to Required Items.

Item Groups

Item groups are used to make a drop-down list of items to choose from, such as items that differ in size, shape, or finish. Select one of the listed items when you add the assembly to a takeoff in a project. For example, I may list different tile sizes under an item group called "Choose Tile". When I add the assembly to the takeoff in a project, I can choose the appropriate tile size for the project.

Within the Assembly

Within the Takeoff

You can reorder your item list by using the Arrow Up or Arrow Down next to each item. The item will move up or down one line, respectively.

Other Functions


Formulas are the calculation performed to quantify the item by converting a takeoff variable into the purchase unit of the item. By default, the item’s assigned Coverage Rate will be used, but more complex formulas can be generated to allow for real-world variations (multiple layers, thickness, etc).

STACK assemblies are restricted to the listed formula. If you need to amend a formula, see our article on How to Customize a STACK Assembly and Working with Assembly Formulas.

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