In Bolster software, there are two primary methods to save your work effectively: saving estimate changes and saving items or assemblies to your library. This guide will walk you through both processes to ensure your work is preserved.
Saving Estimate Changes
- Locate the Save Button: In the top right-hand corner of the interface, find the "Save Estimate Changes" button.
- Frequent Saving: Click this button regularly to save your progress within the template or proposal. This is crucial to prevent data loss in case of unexpected interruptions, such as closing the tab or shutting down your computer.
Saving Items or Assemblies to the Library
- Select the Item or Assembly: Next to each item or assembly, locate the six-dot icon.
- Add to Library: Click the six dots and select "Add to Library" to save the item or assembly.
- Choose a Specific Location:
- Click the icon next to the item or assembly and select "Production."
- Use the drop-down menu to choose an existing category in your catalog.
- To create a new category, click the plus icon and enter the desired category name.
- Finalize the Save: Once the category is selected, return to the six-dot icon and click "Add to Library" to organize your library efficiently.
By following these steps, you can ensure that your estimates, items, and assemblies are saved and organized within Bolster software.