1. Academy
  2. Line Items & Assemblies in Bolster
  3. Making Line Items & Assemblies Optional

Making Assemblies Optional in Bolster

An assembly in Bolster is a collection of related items or scopes of work bundled together. For example, if you have a set of materials and labor specific to flooring upgrades, you can create an assembly that combines these items.

Step-by-Step Guide to Making an Assembly Optional

 

1. Find the Assembly:
  • Go to the assembly you want to make optional. Assemblies in Bolster are denoted by an icon with three stacking boxes.

2. Open Assembly Options:

  • Click on the assembly icon to open its settings. This will open the details panel where you can adjust assembly settings.

3. Make Assembly Optional:

  • Scroll down in the assembly settings panel until you see the Make this Assembly Optional option. This will give the client the ability to choose if they want this group of items or work scopes in their project.

4. Save and Exit:

  • Once you’ve selected the optional setting, click the X in the top corner to exit the panel. You’ll see a little arrow in the top right corner of the assembly to indicate it’s been made optional.


By making this assembly optional, you provide the client with the choice to include or exclude it from their project, based on their preferences and budget.