Creating Assemblies

In Ediphi, Assemblies bundle related components into a single package, streamlining commonly used items. A major advantage is the ability to link Assemblies to the Geometry Worksheet, enabling more flexible and generic configurations. This connection allows automatic updates, such as adjusting footing sizes, without the need to create separate assemblies for each variation, ultimately saving time and effort.

Users have the ability to create Assemblies in either the Line Item or the Detailed Summary views. See below for steps on how to create Assemblies in the platform:

In this article

How to Create an Assembly

  1. First, determine which line item the Assembly will be created in. For this example, we'll use a line item called "Example Line Item for Assembly".

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

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

  1. 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: Add formulas to the line items in your assembly by typing = within the Qty column, and then pressing Enter.

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

  1. 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.

  1. 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: In Line Item Adder, Assemblies will have a tag next to them indicating that they are Assemblies.

LMSEO and Assemblies

LMSEO within Assemblies is unique in that they have their own logic which determines parent line items. Here’s how it works:

  • The Total of a parent line item equals the sum of all Assembly line item totals
    • (Parent line item Total = sum of it’s Assembly line item totals).
  • The Labor Rate of a parent line item equals the Labor UC divided by Hrs/UoM (back-calculated)
    • (Labor Rate = Labor UC / Hrs/UoM)
  • The Quantity of a parent line item equals the quantity of the selected Assembly Quantity line item
    • (Parent line item Quantity = selected Assembly Quantity line item’s Quantity).
  • The Unit Cost of a parent line item equals the Total divided by Quantity of the parent line item
    • (Unit Cost = Parent line item Total/Parent line item Quantity).
  • The Hrs/UoM of a parent line item is inherited from the selected child
    • (Hrs/UoM = selected Assembly Quantity line item’s Hrs/UoM)
  • The Labor UC, Material UC, Equip. UC, Sub UC, and Other UC of a parent line item are distributed proportionally based on children’s LMSEO ratios
    • (sum of Assembly line item Material UC/sum of Assembly line item Unit Costs = percentage carried into parent Material UC)

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

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