How to Save Work in Bolster
Save your estimate progress with Save estimate changes, and save items and assemblies to your catalog so you can reuse them.
Overview
There are a few ways to save your work in Bolster. While you build an estimate, save your changes regularly so you don't lose any work. You can also save items and assemblies to your catalog so you can reuse them on future estimates, and choose a catalog category as you save to keep your catalog organized.
Open Your Estimate
1. In the left-hand menu, click Jobs.
2. Click Job list and select the estimate. You can also click Pipeline and select it from there.
Save Your Estimate Changes
1. In the Estimate, add an item or make any change. A yellow Save estimate changes button appears in the top right corner.
2. Click Save estimate changes to save your progress.
Add an Item or Assembly to Your Catalog
1. Hover over the item or assembly and click the six dots next to it.
2. Click Add to catalog. The item or assembly is saved to your catalog without a category.
Save to a Specific Catalog Category
1. Click the item icon (cube) or assembly icon (three cubes) on the line. The item window opens.
2. Click Production to expand it.
3. Near the bottom, under Where do you want this to be saved in your catalog?, click the dropdown.
4. Select the category you want to save it in. To add a new category to your catalog, click Create new.
5. Click Add to catalog.
Tips & Best Practices
- Save Often: Click Save estimate changes every couple of items so you don't lose any of your work.
- Organize as You Go: Choosing a category when you save items and assemblies to your catalog saves a lot of time in the long run.
Why This Matters
- Saving regularly protects the work you put into an estimate.
- Items and assemblies saved to your catalog can be reused on future estimates.
- Saving into the right category keeps your catalog organized.
Summary
While building an estimate, click Save estimate changes in the top right corner every couple of items. To reuse an item or assembly, click the six dots next to it and select Add to catalog, or open the item, expand Production, choose a category under Where do you want this to be saved in your catalog?, and click Add to catalog.