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      How to Upload Assemblies from Excel into Estimation

      With Takeoff & Estimation, you can upload your own library of assemblies directly into the Assemblies tab using a simple Excel template. This allows you to quickly add multiple assemblies at once, saving time compared to creating them manually.

      Feature release date: Thursday, August 20, 2025

      Step 1: Open the Assemblies Upload

      1. Go to Takeoff & Estimation.

      2. Select the Assemblies tab.

      3. Click the Add Assembly dropdown.

      4. Choose Upload XLS.

      A pop-up window will appear.

      Step 2: Download the Excel Template

      Inside the upload modal:

      • Under 1. Download Template File, click Download Template.

      • The template contains 3 tabs:

        • Template, where you will fill in your data

        • ReadMe, a detailed how-to to successfully import your data

        • Example, an set of example assemblies as a reference

      • The first sheet in your Excel file is the one that will be ingested during upload.

      Step 3: Fill Out the Template

      1. Open the downloaded file in Excel.

      2. Switch to the Template sheet to begin filling in your assemblies.

        • Required fields are marked in red with an asterisk (e.g., Name, Unit of Measure).

        • Example assemblies are provided so you can see how fields should be structured.

      3. Add your assemblies row by row.

        • Rows missing required fields will be uploaded as drafts, noted with a red "!"

        • Completely empty rows will be ignored.

        • Incorrect or unrecognized fields will still upload, but the row will be marked as draft.

      Step 4: Upload the File

      1. Return to the Upload XLS modal.

      2. Under Import Completed File, drag and drop your filled template or click Browse to select it.

        • Supported file types: .XLS, .XLSX, .CSV

        • Maximum file size: 300 MB

        • Only the first sheet will be uploaded.

      3. Once a file is selected, click Upload.

      After a successful upload, you’ll see a confirmation message:

      Assemblies have been added to your library.

      Your assemblies will then appear in the Assemblies table.

      Step 5: Resolve Draft Assemblies (if needed)

      If any assemblies are missing required fields or encounter other errors, they will appear in draft mode:

      • Draft rows have an icon next to the name.

      • Hover over the icon to see:

        “Missing fields must be completed before this assembly can be used in Takeoff or Project Estimates.”

      • To fix:

        1. Click "Edit" icon within the assembly row.

        2. Edit the missing fields (e.g., Unit of Measure).

        3. Save your changes.

      Once completed, the draft status will disappear, and the assembly will be ready to use in Takeoff and Estimation.

      Error Handling

      • If the upload fails entirely, an error message will appear:

        Error uploading file. Please try again. Learn More

      • Assemblies missing required fields upload successfully but are flagged as drafts.

      • Assemblies with child cost items but missing parent-level fields (e.g., Name) will still upload as drafts with a placeholder name like “Assembly Draft.”

      • Draft assemblies can be edited and made fully usable at any time.

      Key Notes & Limitations

      • Only assemblies can be uploaded (not estimates or cost items).

      • Bulk updates to existing assemblies via upload are not yet supported.

      • Column mapping from non-template Excel files is not yet available.

      • Previewing data before upload is a potential future enhancement.

      ✅ You’ve now uploaded your assemblies into Estimation. Complete and validated assemblies are immediately available for use in your estimates. Draft assemblies can be edited until they meet requirements.