IntelliBid User Tip: Collapse or Expand Assemblies in the Audit Trail

As you build your estimate and the Audit Trail becomes lengthy, you may prefer to just see the Assembly Title and hide the individual items within the Assembly. The Collapse / Expand Assemblies button* in the Takeoff Toolbar will alternately hide or show the assembly items. The collapsed Audit Trail shows Assembly Title rows with the assembly totals for Material and Labor Results.

Collapse / Expand Assemblies buttonCollapse / Expand Assemblies button

 

When you add an Assembly to the Audit Trail, the assembly is shown in an “expanded” format listing all the items that make up the Assembly. The first row is the Assembly Title; it is coded with a red block in the first column and the text is in blue. Following the Assembly Title are the individual items in the Assembly, coded with a yellow block.

Following the Assembly Title are the individual items in the Assembly, coded with a yellow block
To collapse the Assemblies, click the Collapse / Expand Assemblies button in the Takeoff Toolbar. The following example shows the same assemblies as above after collapsing.

The following example shows the same assemblies as above after collapsing
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The Assembly Title rows retain the original line numbers. When you see gaps in the line numbers, you know items are hidden from view. The Assembly Totals for Material Result (Mat-Result) and Labor Result (Lab-Result) are shown in the Title row columns. Click the Collapse / Expand Assemblies button again to display the Assembly Titles and their individual items.

This is a valuable function during the estimating process. When you use Comment lines during assembly Takeoff, it is easy to quickly verify that the Audit Trail Takeoff list totals match the manual counts with the Collapse/Expand feature. Additionally, showing the material and labor totals helps the estimator quickly assess if the installation time for the assembly(s) needs adjustment or if the correct assembly has been selected.

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