Working with Libraries

The LIBRARIES tab within a project displays the Libraries assigned to that project. From here, Takeoffs, Items, and Assemblies can be browsed and managed.

Browse a Library

1. Open the project.

2. Select PLANS & TAKEOFFS.

3. Select the LIBRARIES tab.

4. Select the appropriate library by using the Library dropdown:

   1. Takeoffs

   2. Items

   3. Assemblies

5. Expand folders as needed to locate the required item, assembly, or takeoff.

6. Click Expand All to expand all folders and subfolders
   OR
   Click Collapse All to collapse all folders and subfolders.
   Libraries may contain multiple levels of folders and subfolders depending on how they are structured.

The action applies only to the selected section.

NOTE
The Expand/Collapse controls do not appear if there are no folders or groupings in that section.

Library Permissions

Library permissions determine:

• Who can create libraries

• Who can delete libraries

• Who can view, edit, or delete data within a library

• Which libraries are available within a project

Permissions are controlled at three levels: Account, Library, and Project.

Account-Level Permissions

Account-level permissions control who can create or delete Libraries.

To create a library, the user must have:

• Can create libraries permission in Account Settings

To delete a library, the user must also have:

• Can delete libraries permission in Account Settings

(See Assign and Manage Account Users for instructions on assigning permissions.)

NOTE
Users assigned the Account Owner role have all permissions and cannot be restricted.

Library-Level Permissions

Each Library includes configurable permissions for individual Users and Offices.

Available permissions:

• View: Allows viewing items, assemblies, and takeoffs within the library and assigning the library to projects.

• Create: Allows creating and editing folders, items, assemblies, and takeoffs within the library, and moving items or assemblies between folders.

• Delete: Allows deleting items, assemblies, or takeoffs within the library.

Office Permissions

Permissions can be assigned to entire offices. Users within that office automatically inherit those permissions.

Additional permissions can be granted to individual users, but permissions assigned at the office level cannot be removed from an individual user within that office.

User Permissions

The user who creates the library automatically receives View, Create, and Delete permissions within that library. These permissions cannot be removed.

NOTE
Library-level permissions apply only to that specific library.

NOTE
Users assigned Viewer roles in Account Settings (Viewer, Project Creator, IT Admin) cannot view Libraries regardless of Library-level permissions.

Project-Level Permissions

Libraries must be assigned to a project to be available within that project.

To assign libraries to a project:

1. Open the project.

2. Go to Project Settings.

3. Select Project Libraries.

4. Assign the desired libraries.

Only assigned libraries will appear in the project’s Libraries tab and be available when adding items or assemblies to takeoffs.

Manage Libraries

Create a Library

NOTE
Only users with the Can create libraries permission can create a Library.
Libraries cannot be created if Published Catalogs are enabled..

1. Click LIBRARIES in the main navigation.

2. Open the Library dropdown.

3. Select + New Library.

4. Click the default name and enter the new name.

5. Optional configuration:

   1. Library Details: Enter a description to clarify the library’s purpose.

   2. Evaluate formulas that use the Each unit of measure using: Confirm the correct measurement system (Imperial or Metric).

   3. Library Permissions: Assign User and Office permissions.

   4. Purchase Units: Add, remove, or reorder available purchase units.

NOTE
The Hours purchase unit cannot be deleted.

Edit a Library

Users with the Can create libraries permission can edit a Library.

1. Click LIBRARIES.

2. Select the Library from the dropdown.

3. Click the settings gear icon.

4. Update:

   1. Library Name

   2. Library Description

   3. Permissions

   4. Purchase Units

Move Folders Between Libraries

Folders can be moved within a library or between Libraries.

NOTE
Create permission is required in both libraries to move a folder.

1. Click LIBRARIES.

2. Select the appropriate tab (Items or Assemblies).

3. Choose the source library.

4. Click the three dots next to the folder.

5. Select Move Folder To.

6. Choose the destination library and location.

7. Click Save.

The folder and all subfolders move to the new location.

Delete a Library

Deleting a Library permanently removes all items, assemblies, and takeoffs saved within it.

TIP
Move any data that should be retained to another library before deleting.

NOTE
Only users with the Can delete libraries permission can delete a Library.

1. Click the LIBRARIES tab.

2. Select the library from the dropdown.

3. Click the Settings (gear) icon.

4. Click the three dots next to the library name.

5. Select Delete Library.

6. Click Delete to confirm.