1. Open Your Proposal: Start with a proposal that includes a global assembly template (example: Powder Room).
Expand the Assembly: Click the blue plus (+) button to expand the assembly. You’ll see the subassemblies inside the template.
2. Expand a Subassembly: Click the blue plus (+) button again to expand any subassembly. This will display the items within that subassembly.
3. Edit Items: Add pictures (drag & drop or upload), edit descriptions, adjust material costs per unit directly in the item, change pricing in multiple columns.
4. Edit Subassemblies with Upgrades: Some subassemblies contain multiple items and upgrade options. To edit these: Click the measurement icon.
5. Open Sales Manage to see upgrade options. Click "Manage 8 options" to update base item pricing or upgrade pricing
6. You can do this be hitting "next: create or edit 8 variants" to update your information accordingly.
7. Adjust additive pricing for upgrades.
Conclusion
By following these steps, you can effectively edit a global assembly/template in your proposal, ensuring all elements are tailored to your project's needs. For further assistance, please refer to additional resources or contact support.