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Quick Bid - 07.11 Inserting a Master Assembly into a Condition - QB

Views: 627 Last Updated: 10/29/2024 07:59 am 0 Rating/ Voters
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A Condition Assembly is a saved template of Items you can insert into a Condition. Assemblies are similar to Chained Items, but the Condition Assembly can be saved so that it adapts to the Condition into which it is inserted. Assemblies also save changes to Labor production. On Center partners with several Manufacturers to provide custom-built packages of Assemblies and even entire databases, see Related articles for details.


A Condition Assembly's Material and Labor pricing always reference the Bid records first. If you've already used an Item in a Bid, the Material and Labor pricing is pulled from that Bid-level Item. If an Item has not been used in a Bid, the Item's Material and Labor pricing is pulled from the database (Master) records. This ensures a Bid always references the most current prices.

Rules about Condition Assemblies

  • Condition Assemblies save Production values rather than costs. If a Labor Item is saved with a production rate based on 1,000SF, the same production rate (x/1000) is used when the Assembly is inserted into a new Condition.
  • If a Payroll Class has been used in a Bid previously, Assemblies use that Wage information, if not, they pull from the Masters (there is only one Payroll Class setup (per Payroll Class) per bid).
  • If a Material has already been used in a Bid previously, Assemblies use that Material Pricing, if not, they pull from the Masters (remember, there is only one Material Pricing for any Material Item in a Bid).
  • When a Condition is saved as an Assembly with a height value for Material Items, when you use that Assembly in a Condition that has a different height, the height for the Items is updated to match the Condition's height, automatically. In other words, if a wall Condition with a height of 10’ is saved as an Assembly, when that Assembly is used to build a 14’ wall, Items that have a height are automatically set to 14'. Labor still defaults to the same production rates saved in the Assembly and should be adjusted as needed.
  • Assemblies store proportional values for Material Items set up as a Direct Entry. For example, a Condition may be set up with a quantity of 1000 SF. A Direct Entry Item such as metal trim is entered and assigned an Item quantity of 100 LF. The Assembly stores that relationship of 10 to 1 and applies that same ratio to future Conditions.

Quick Bid Condition Details highlighting the control buttons

To insert an Assembly into a Condition,

Click the Assembly button on the Condition Detail - the Condition Assembly List (Master) dialog opens .

Click on the expand button The list expand button is a small box with a plus sign in it, it changes to a minus sign when a list is expanded next to an Assembly Description to expand the list under that description.

Double-click an Assembly or select it and click Select to insert the Assembly into the Condition.

When adding an Assembly to a Condition that already has one or more Items in the Item Detail Grid, a dialog opens called Assembly Select - this dialog is requesting direction as to where it should insert the selected Assembly into the current Condition Detail...

  • Click Append, the selected assembly is added to the Condition Item Detail Grid after the last existing Item
  • Click Replace, Quick Bid removes the existing Item(s) from the Item Detail Grid and then inserts the selected Assembly
  • Click Cancel, the Assembly List closes and no changes are made to the Condition Detail
Note
After inserting an Assembly into a Condition, verify all Labor Costs and Production, Material costs, Layers, etc. are accurate for this Condition/Bid. If the Wage Type is not the same as what is indicated in the Condition Assembly, click Tool > Options and verify that "Use Wage Type from assemblies" is checked.
click here to view the previous article Saving a Condition AssemblyCopying Details (Items) from one Condition to Another click here to view the next article



Product documentation (user guides) describes functionality in the latest version of each major release and may not match the functionality in the version you are using. Please check the Product Information and Downloads pages by clicking one of the product buttons above.

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