Editing your Library
Libraries are the fastest and safest way to save and reuse parts, assemblies, or entire estimates.
Step-by-step:
Step | Action | Screenshot |
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| Adding a component | |
1. | Open the estimate that contains the component you wish to save. |
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2. | In the ribbon, click on the Libraries tab. |
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3. | Click My libraries and choose a library to open from the list. Or click on New Library, and create an additional library. |
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4. | Find the component you would like to add to the library. |
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5. | Drag the component to the location you want it in the library. Your component is now added to the library. |
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| Moving a component | |
1. | Open a library |
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2. | Find the component you want to move. |
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3. | Drag the component to the heading you want to move it to. Your component is now moved to a new location in the library. |
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| Deleting a component | |
1. | Open a library. |
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2. | Find the component you want to delete. |
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3. | Right-click on the component. |
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4. | Click Delete in the list that opens. You have now deleted a component from your library. |
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