Using Cost and Assembly Libraries

• Click “Libraries” (1) to open the Libraries panel on the right side of the screen;;
• Add items or assemblies to the estimate by clicking the arrow icon (2). Items added from a library can then be adjusted manually;
• Items added to an estimate from a library remain linked to that library. If a cost rate changes in the library, you can update it in the estimate by clicking “Update rates” in the Estimate Editor tab;
• Switch between multiple libraries using the selector at the top (3);
• Use search to quickly find items (4);
• Search checks both item names and notes. Notes can be used as tags or product codes for future searches. For example, add the word “walls” to the notes for wall-related work and materials so you can quickly find those items later (5);
• To edit a library, click “Edit library” (6);
• Use the Assembly Library (7) to add reusable Assemblies with linked material quantities to the estimate (see Creating and Editing Assemblies);

Updating Estimate Cost Rates from Libraries

When you create an estimate using your company’s Cost Libraries, estimate items remain linked to the corresponding cost rates and receive a badge. You can update the rates in your estimate using the latest library data by clicking “Update rates”.

• To view the linked cost rate for a specific estimate item, click “View linked cost rate item” (1);
• To update the entire estimate, click “Update rates” (п.2). The Smetter will offer to create a copy with the previous rates.
• To update only selected items, select them and click “Update prices” in the bulk actions panel at the bottom of the screen (3);
• After the rates are updated, all items from the company’s Cost Libraries will display updated badges (4);
• Successfully updated items receive a green badge, indicating that the item data fully matches the library.
• If an item’s name, type, or Unit of Measure differs from the cost library, it receives a yellow badge. You can accept or reject the changes.
• If a cost rate has been deleted from the library, the linked item receives a red badge. The Smetter will offer to unlink it from the library.
• Items without badges are not linked to the company’s Cost or Assembly Libraries.

Result: create estimates faster using your own cost rates and reusable Assemblies, and update estimate rates using the latest data from your libraries.