Automated Estimating

Assemble provides users an option for automatically assigning costs to items in a model inventory, provided that assembly codes are assigned to the items. After importing an Assembly Code Tree file with associated quantities and cost values into Assemble, users are able to automatically assign cost information to the entire data set or only to the items that have not yet had values assigned.

For more detailed information on Working with Assembly Codes, click here.

Assembly Code Tree Setup

Before an automated estimation can be performed, the Assembly Code Tree file needs to be updated so that each assembly code has an associated quantity value and unit cost. Once a tree file has been conditioned with the desired values, a Project Administrator can access the Project Settings pane and import the revised document into the respective project(s) within Assemble.


Your custom assembly code file will need the following column headers:

    • Code - This is the actual assembly code value itself.
    • Description - This is the short description that is married to the assembly code.
    • Level - This is a numerical value that identifies which branch level (ie- “how far down”) the code can be found at within the code tree.
    • Category - This is a numerical value in the Revit file but can be a text value in the Excel document. It identifies the grouping that a specific item is related to. For example: “Walls” or “-2000011”.
    • Quantity - This is a user provided value that specifies which unit of measure should be associated with the specific code and unit cost value. For example: “Volume” or “Count”. The quantities must display exactly as they appear within Assemble.
    • Unit Cost - This is the per-unit cost value that is associated with the specific assembly code. 

Note: If the tree file contains Unit Cost information but no Quantity value is included next to each cost, the Automated Estimation feature will not assign the costs to the model information.

Assembly Code Tree Display 

Following a tree file import, Project Administrators can view a graphical representation of the assembly code tree in the Project Settings pane. If the imported file contains any category references, the category drop down control will be present and will contain options for the included categories. Otherwise, the control will not appear. If the imported file contains quantities and cost information, that information will appear in the tree interface next to the associated assembly codes.



Using the Automated Estimating Control

Once a complete assembly tree file has been imported into a project, any user (with access to the project) can make use of the information through the Automated Estimating feature.

To automatically apply unit costs to assigned assembly codes

1.  Open a suitable model so the grid of data is visible.

2.  To the right of the Add/Remove Columns button is the Create or Update Estimate control which displays a “$” symbol.

3.  Click the $ button will expose the controls for the automated estimation feature. There are two options available to the user:

      • Fill in the Gaps: Fill in unit costs where none exist
      • Redo All: Overwrite ALL existing unit costs

4.  After an option has been selected, click the Create Estimate button clicked and the grid will be updated with the information from the assembly code tree.


Review Your Estimate

To review your estimate within the Grid

1.  Click the Add/Remove Columns button and select the Total Cost field from the list of available columns. 

2.  Add the field to the Selected columns list and Apply your changes. 

3.  We recommend saving the View, with the Total Cost field, as an Cost Estimation view. For more information on saving views, click here

4.  Quickly export the current view to Microsoft Excel and add a formula in Excel to sum the contents of the Total Costs.

Note: The estimation feature requires the assignment of assembly codes for each item in the grid that a user wants to assign cost information to.

Note: In cases where a model has been published to Assemble using a different set of assembly codes, the edit pane may display “orphaned code” under the existing code reference. This indicates that the existing code needs to be changed using the active code tree for that project. Otherwise, the estimation feature will not be able to assign costing information for that item.

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