How to Print a Parts List for Job Assembly

💡 Purpose:

✔️ Procedure:

1. Open the Job:
   • If you don’t have a job open, go to the corner, select File, and click on Open to bring up the desired job.
   • If the job is already open, ensure it is active by checking for asterisks on the tabs (as noted by Renee).
   
2. Search for the Job:
   • Navigate to the Dashboard and type in the job name, such as "burgo". Click on the job once it appears in the search results.
   
3. Access the Documents Tab:
   • Once in the job, click on the Documents tab located at the top.
   • Next, click on the document icon (next to the eyeglasses) to prepare for printing the parts list.
   
4. Review the Contract:
   • Confirm the contents of the contract, which includes rooms like the pantry, mudroom 2, and others.
   • Decide which rooms to keep or remove from the parts list (e.g., you may want to remove mudroom 2).
   
5. Update the Parts List:
   • Click on the Parts List tab in the upper right corner.
   • Deselect the rooms you do not want in the list, ensuring only the necessary rooms remain.
   
6. Export the Parts List:
   • Click on Export Parts List and navigate to the Burgo Chatham folder to save it.
   • Name the parts list file appropriately (e.g., "test") and click Save.
   
7. Run the Macro:
   • Ensure the macro is installed on the laptop. Press Ctrl + Q to run the macro that formats the parts list.
   • At the top of the document, type "BURGO" in capital letters.
   
8. Add Job Notes:
   • Copy any necessary notes from the job tab and paste them into the parts list document.
   • Make sure to adjust the page layout to Portrait and set the margins to Narrow.
   
9. Adjust Formatting:
   • Move the columns as needed to ensure all descriptions are visible and clearly formatted.
   • Change the scaling settings to adjust the size of the parts list for printing.
   
10. Save the Parts List:
    • Save the parts list document as an Excel file to the same folder.
    
11. Print the Document:
    • Go to File, then Print, and select the appropriate printer on the network.
    • After printing, place the parts list in the designated folder.
    
12. Final Review:
    • Confirm that all pages are printed (typically three pages) and complete.
    

📎 Additional Resources:

• Refer to your internal documentation for specifics on using macros and formatting Excel spreadsheets.
• Check with the design team for any discrepancies in room configurations.