In Bolster, categorizing assemblies and line items is crucial for keeping your project data tidy and reporting accurate.
Step-by-Step Guide
1. Open the Item
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Start by opening the item you want to edit. For example, you could use a demolition item.
2. Access Advanced Item Options
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Option 1: Click on the Item Box
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Click directly on the item box to open the Advanced Item Options.
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Scroll down to the Production section at the bottom of the options.
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3. Change the Category
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In the Production section, you will see a field for Category.
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Here, you can either:
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Select an Existing Category: Choose a category from the list if one is already available.
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Create a New Category: If needed, create a new category to help organize your items. This will make it easier to locate them for future estimates or proposals.
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4. Alternative Method to Access Item Options
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Option 2: Use the Six Dots Button
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Click on the six dots (located beside the item) to open a menu.
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From the menu, select Advanced Item Options. This will take you to the same location as in Step 2: the Production section at the bottom.
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5. Save Your Changes
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After selecting or creating a category, ensure that you save your changes.
6. Understand the Importance of Categories
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Creating and assigning categories helps keep your items organized in your catalog. This organization makes it easier to find and reuse items for future estimates or proposals.