Details and Assignments help you trace where Products and Key Measurements appear—jobs, BOMs, spec sets, substitutions—so you can fully understand the impact before making a change. Using Details and Assignments gives you a clear picture of where each Product or Key Measure lives in your system, so you can make updates with confidence and keep everything working smoothly.
- In the navigation bar, expand Estimating and select either Products or Key Measures.
- Select your Product or Key Measure from the list.
- Depending on the item type, some ways it’s used may appear on the main Details page. To see more about how it’s used in your system, select the Assignments tab. The Assignments page displays the different ways the Product or Key Measure is used in the system.