Your Assemblies Library is a core company asset that contains your standardized methods of building. Managing it properly ensures it remains accurate, relevant, and easy for your team to use. This is done from the main Library section of Togal.AI.
Organization is Key
Use Folders: Just like with regular classifications, you must organize your assemblies into a logical folder structure.
The best practice is to use CSI MasterFormat divisions:
03 - Concrete(for slab and footing assemblies)
04 - Masonry(for CMU wall assemblies)
09 - Finishes(for partition and ceiling assemblies)
Use a Consistent Naming Convention: This is critical for finding the right assembly. A good name includes the what, the type, and key dimensions.
Good Name: Partition - Interior - 4 7/8" - 9ft H - 1hr Rated
Bad Name: Wall Assembly
Maintaining the Library
Editing Assemblies: As your building methods or material standards change, you need to update your assemblies. You can open any assembly in the library to:
Edit Formulas: Adjust a formula to be more accurate
Add/Remove Child Items: Add a new material (like a vapor barrier) or remove one that is no longer used
Update Names/Properties: Change the name or default color
Duplicating Assemblies: This is the most efficient way to create new, similar assemblies. If you need a 10-foot high wall assembly, you can duplicate your 9-foot version and just change the “Wall.Height” variable and the name. This saves you from having to re-create all the child items and formulas from scratch.
Archiving vs. Deleting:
If an assembly is obsolete and you’re sure no one should use it again, you can delete it.
If an assembly is for a specific, rare condition, it might be better to move it to an “Archived” or “Z-Legacy” folder instead of deleting it. This keeps it out of the way but preserves it in case it’s needed.
Access Control
In many companies, only senior estimators or a dedicated library manager should have permission to edit the Assemblies Library.
This prevents unauthorized changes and ensures that the company’s standards are maintained.
Check your account’s user role and permission settings to control who can edit the library.
