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.
Files that are not grouped yet stay in a review queue until you place them into an Asset.
Group files
- Select files that belong together.
- Choose Group into Asset.
- Name the Asset clearly.
- Confirm the group.
You can also rename an Asset, add more review files into an existing Asset, remove a file from an Asset, or ungroup an Asset when you need to send its files back to the review queue.
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
Avoid temporary names such as Misc files, RFQ docs, or New group.
Common grouping patterns
- one Asset per trade package
- one Asset per building or zone
- one Asset per drawing set when the customer expects split pricing
- one Asset per fabrication package or deliverable
When to regroup
Regroup when:
- one Asset covers unrelated scope
- you need different estimate logic for different parts of the RFQ
- one file belongs to the wrong package
- the customer wants separated pricing by building, area, or option
Expected result
Each Asset should represent one estimate-ready work package with a clear purpose.
If another estimator opened the RFQ, they should understand why each file belongs where it does.