Creating Assemblies

Within Ediphi, you have the ability to create Traditional Assemblies in either the Line Item or the Detailed Summary views. Here's how to create Assemblies in the platform:

First, determine what line item the Assembly will be created in, and add the line item from your UPC into your estimate. For this example, we'll use a line item called "Example Line Item for Assembly".

Right-click on the line item and select the Edit/Make An Assembly option.

A pop-up will appear, where you'll need to determine what other line items you would like to add into the Assembly. Click on Add Line Items located on the top right of the screen.

Add the desired line items from the UPC, and then determine an Assembly Quantity Line Item; this can be done by right-clicking the specific line item, and selecting Set as assembly quantity.

Pro Tip: You can always add any formulas to the line items in your assembly by typing = within the Qty. column, and then pressing Enter in your keyboard.

You can also access and use an internal geometry sheet within your Assembly. You access it by clicking on the Geometry Worksheet tab next to the Line Items tab:

Once you've set everything in your Assembly as you'd like, click Save.

NOTE: The Assembly must have an Assembly Quantity (Step 4) in order to save.

If you would like to save this Assembly for future use in other estimates, right-click on the line item and select Add Selected Line Item To My UPC (if not linked already). The Assembly will then be available within the MyUPC or the main UPC.

Pro Tip: Assemblies will have a gear icon under the TA column within the UPC.

If you have any questions, feel free to contact our support team, and we'll be happy to help!