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Procore

Create Assemblies for a Cost Catalog

Objective

To create assemblies using existing materials in the Cost Catalog tool in Procore Estimating. 

Background

You can create assemblies using existing materials from a catalog in Procore Estimating. Creating an assembly lets you choose parts to assemble, specify the number of parts and assembly details, and configure the assembly cost configuration.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions on the Company level Cost Catalog tool.

Steps

  1. Navigate to your account in Procore Estimating.
  2. Click the Company Tools drop-down menu and select Cost Catalog.
  3. Click Add Item
  4. Click the Catalog Item Type drop-down menu and select Assembly.
    esticom-assembly-drop-down.png
  5. Select which catalog you want to include the assembly in. 
  6. In the 'Items Included section', begin selecting parts for the assembly:
    • Click into the search bar to search for parts, or click the browse icon to browse for parts. 
      esticom-search-browse-parts.png
    • Select the parts you want to include. 
    • Click Select to confirm. 
      Note: The parts are added to the assembly items. If you need to remove an item, click the X icon. 
  7. Complete the remaining fields as necessary.
  8. Optional: Click Add PDF to add a PDF attachment associated with the assembly.
  9. Click Save