Section 11 of Assemble’s Getting Started Tutorial reviews how to organize, code and color the model to help you sort out bid packages, provide a conceptual estimate or to help prioritize design alternates for your estimating and budgeting workflows. Let’s start by opening the view of the structural steel and modify the Inventory to be grouped by Assembly Code and to include the Unit Cost and Total Cost columns. Steps 1 through 5 can be completed while you have a particular system or assembly selected and the Properties Panel is open. Be sure to click Save after reviewing, modifying and adding information to your model.
Step 1: Review and modify the Assembly Code assigned to the objects
Select all the objects that are part of a given system or assembly. In the Properties Panel on the Type Tab review the Assembly Code property. If there isn’t one click on the open field to navigate to the Assembly Code tree and choose the code and description appropriate for the object.
Please note that you can customize the Assembly Codes and add your own unit costs, which then can automate the assigning of unit costs to the objects. To understand more about customizing Assembly Codes, click here.
Step 2: Review and modify the source quantities for the model objects
Assemble publishes model objects with a default unit of measure identified as the Quantity property in Assemble. Review the model objects and types to verify the quantity is set appropriately in the Properties Panel. In most cases, Assemble publishes quantities directly from Revit, however review the list of quantities that Assemble calculates here, to understand how we calculate materials such as steel.
Step 3: Assign unit cost to systems and assemblies
Select the items that share the same unit cost and enter the unit cost in the Properties Panel. You will notice the Total Cost updates based on the Quantity you selected in Step 1.
Step 4: Assign a color to the items in you will use for your budget, estimate or bid packages
At the time that you enter a cost, you can also assign a color to the objects. This will help you visually identify the objects in the viewer as well as identify them in the Inventory. The color override will export to Excel reports.
Step 5: Adding or modifying other data
There are a number of properties in the Properties Panel that are published from Revit and typically do not contain a value. You can use properties such as Comments (on the Instance Tab) or Type Comments (on the Type Tab) to add your own information to the model such as bid package codes, material types, assembly descriptions or to identify issues to team members. Add the Comments or Type Comments field to the Inventory to see your modifications.
Step 5: Export to Excel
To share the final result with others, make any last minute changes to the columns and groups and then click on the Import/Export button at the top of the Inventory and choose Export to Excel.
Note: All changes made to the database will save to the current version. If you would like to populate your model information such as unit costs, assembly codes, etc. to the new version of a model, review Section 9 Syncing your Data. Syncing your data to the new model before publishing it will help save time. After syncing, publish the new model to Assemble and then run Compare to see what has changed between model versions.