PMWeb Administrative Guide
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Assemblies

The Planning module has the ability to utilize assemblies, or predefined set of items, for estimating purposes.
 
Navigation Path:  Planning > Setup:  Assemblies
Assemblies
 
1

Header Information

Fill in the necessary information: * denotes a required field
  • Description    
  • Select the unit of measure associated with the assembly.  UOM fields are setup in Portfolio>Lists.
  • Select the formula associated with the assembly, if applicable.
  • Select the assembly group associated with this assembly.      
2

Save

Click 2. Save to save your assembly record.
3

Search

Click to locate an existing assembly.
4

Details

 
Line items can be added by clicking   and dragging/dropping the items into the assembly. 
 
         
5

Test

Click to test the assemblies items and formulas to ensure that expected items and quantities are accurately displayed.
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