You can quickly add assemblies to your takeoffs to provide more detailed material and cost information on your reports and estimates.

What to Know

  • You can add an assembly, edit the assembly options, or remove an assembly from a takeoff at any time. (This will change the information on your reports and estimates.)

  • You can add items and assemblies to the same takeoff.*

  • You can add multiple assemblies to a takeoff if needed.*

  • You can add custom and/or pre-built assemblies from any or all the assembly catalogs (My Assemblies, Quick Start, STACK and any other available assemblies).

*Just remember to check your reports and estimates to make sure you aren’t duplicating materials or costs.

TIP: You can add multiple assemblies to one measurement (takeoff), then filter data on your estimate by assembly to create alternates, options, or other material or labor related configurations without creating multiple measurements.

See below for instructions to:
Add an Assembly to a Takeoff

Edit Assembly Options on a Takeoff
Remove an Assembly from a Takeoff


Add an Assembly to a Takeoff

  1. Click on the takeoff where you want to add an assembly.

  2. Scroll down to find Items and Assemblies on the left panel. (Any items and assemblies already added to the takeoff will be listed above the + Add items and assemblies button.)

  3. Click the + Add items and assemblies button.

  4. Perform a search or click on folders for expanded list view to locate the assemblies you want.

  5. Click the green + next to each assembly you want to add.

  6. Click the green Add assemblies button.

  7. Enter/select any necessary Assembly Options info in the Variables field(s) or Item Groups dropdown(s). NOTE: Click the Test Inputs button to make sure you have entered information in all the necessary fields to avoid errors on your Material and Labor Estimates.

  8. Click Save.

The assembly items will now populate in Item Reports and Material and Labor Estimate.

TIP: You can add your takeoff (with the added assemblies included) to the library as a template for re-use on future projects. See How to Create a Takeoff Template Library.


Edit Assembly Options on a Takeoff

gif showing how to edit assembly options on a takeoff
  1. Click on the takeoff.

  2. Scroll down to find Items and Assemblies on the left panel.

  3. Find the assembly you want to edit on the list of added items and assemblies shown above the + Add items and assemblies button.

  4. Click the Edit (pencil) icon to the right of the assembly name.

  5. Enter any necessary changes to the Assembly Options in the Variables field(s) or Item Groups dropdown(s). NOTE: Click the Test Inputs button to make sure you have entered information in all the necessary fields to avoid errors on your Material and Labor Estimates.

  6. Click the Save button.

The updated information will appear on Item Reports and the Material and Labor Estimate for this takeoff.


Remove an Assembly from a Takeoff

gif showing how to remove an assembly from a takeoff
  1. Click on the takeoff where you want to remove an assembly.

  2. Scroll down to find Items and Assemblies on the left panel.

  3. Find the assembly you want to remove from the list of added items and assemblies shown above the + Add items and assemblies button.

  4. Click the red trash can icon to the right of the assembly name.

  5. Click the Delete button.

The assembly items will no longer appear on Item Reports or the Material and Labor Estimate for this takeoff.


Next Steps

After you have added all the items and assemblies that you need to the takeoff, the next steps are to review data in reports, create an estimate, and download the proposal.

How to Use STACK Reports

How to Use STACK Estimating Tools

How to Customize a PDF Proposal


Related Articles

STACK Quick Start Assemblies

Create a Custom Assembly

Working with Assembly Formulas

Mastering Custom Formulas

Excel Functions in Formulas


If you need additional assistance, please contact us.

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