In project management and cost estimation, it’s essential to have detailed descriptions for assemblies and items.
Step by Step
Adding Descriptions to Assemblies
1. Open Estimate:
- Open the project estimate you want to add descriptions to.
2. Select an Assembly to add a description:
- Hover over an assembly you want to describe.
- Click on the ‘Description’ field and add a detailed description of the assembly. Include purpose, components and any specs.
5. Save:
- Click ‘Save’ to update the assembly.
Adding Descriptions to Items
1. Items:
- Hover over an ‘Items’.
3. Enter Description:
- Click on the ‘Description’ field and add a detailed description of the item. Include purpose, components and any specs.
4. Save Description:
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Save your changes to ensure the item description is recorded
Troubleshooting Tips
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Description not saving: Check you have permission to edit the estimate. If still having issues try refreshing the page or clear your browser cache.
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Descriptions not showing: Check if there are any filters applied that might be hiding certain assemblies or items.
FAQs
Can I edit after saving?
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Yes, descriptions can be edited at any time by following the same steps above.
Is there a character limit?
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Typically descriptions should not exceed 500 characters to keep it concise.
Adding descriptions to assemblies and items in an estimate is easy and helps everyone on the same page. Follow the steps above.