Group files into assets

Turn related files into estimate-ready work packages.

An Asset is a bundle of related files and estimating work inside an RFQ.

Use Assets when a job has separate areas, systems, packages, buildings, stages, or work types.

Group files

  1. Select files that belong together.
  2. Choose Group into Asset.
  3. Name the Asset clearly.
  4. Confirm the group.

Good Asset names

Use names that will still make sense when preparing the quote, such as:

  • Block A structure
  • Fire protection
  • Level 3 fitout
  • External works
  • Mechanical package

Expected result

The Asset appears inside the RFQ and can hold its own estimate.

Next: Create and review an estimate.