Create an assembly from the Assemblies tab or the Assembly Builder. Attach an image or symbol, name the assembly, choose a category, and save it. You can copy a parts list from an existing assembly or start blank, then add components in the Assembly Builder.

What you'll learn

Open the new assembly screen from the Assemblies tab or from the Assembly Builder
Attach an image by cropping from a sheet, reusing an assembly image, or uploading a symbol
Name the assembly and assign its category
Copy the parts list from a similar assembly
Save the new assembly
Add components to a blank or copied assembly

Before You Begin

If you plan to copy a parts list, find a similar assembly that already has the components you want. The video uses a duplex receptacle assembly.

Part 1 — Open the New Assembly Configurator

Use either path to open the new assembly configurator.

From the Assemblies tab

Click the Assemblies tab on the left-hand side.
Click Add New Assembly at the top.
Open the Assembly Builder, which shows your categories and the assemblies in each category.
Click Add New Assembly in the upper right corner.
Type the assembly name.
Choose a category for the assembly, such as in-wall or lighting.
If you want to copy a parts list, click an existing assembly with similar components. The video uses a duplex receptacle assembly. To start with a blank assembly, skip to step 5.
Choose the option to copy the parts list.
Click Save New Assembly.
Open the Assembly Builder.
Find the assembly you just created.
Review the components. The assembly contains the components you copied, or no components if you started blank.
Click Manage Components.
Add the components you want, such as support options.
Click Update Selected Parts.

From the Assembly Builder

Part 2 — Attach an Image

Choose one of three ways to attach an assembly image.

Method	When to use it
Crop an image from the sheet	Create the assembly image from your project sheet
Choose an image from an existing assembly	Reuse a project image already attached to another assembly
Upload an image	Add a symbol, for example when you use custom symbology

Part 3 — Name the Assembly and Copy a Parts List

Note: Copying the parts list adds every part assigned to the existing assembly to the new one, so you do not have to assign those parts individually.

Part 4 — Add Components to the New Assembly

Note: When you place the assembly, it reflects the components you selected.

Quick Reference

What you need	Where to find it
New assembly, path 1	Assemblies tab, then Add New Assembly at the top
New assembly, path 2	Assembly Builder, then Add New Assembly in the upper right corner
Upload a custom symbol	Image options on the new assembly screen
Copy a parts list	Select an existing assembly on the new assembly screen, then choose the option to copy the parts list
Save the assembly	Save New Assembly
Add components later	Assembly Builder > your assembly > Manage Components
Apply component selections	Update Selected Parts

Troubleshooting

Issue	Resolution
The new assembly has no components	If you created a blank assembly or did not copy a parts list, open it in the Assembly Builder and use Manage Components to add components.
You need to build many similar assemblies	Copy the parts list from a similar existing assembly instead of assigning components one by one.
You use custom symbology	Upload your symbol as the assembly image.

Next Steps

Next video in the set: Uploading Parts Lists.

Creating a New Assembly