Component Categories are predefined classification labels used to organize different types of Components - such as Materials, Labor, Machines, and Assemblies - within your system. They act as grouping mechanisms that help structure your component database, making it easier to sort, filter, and select items during Estimate and Order creation, and Assembly-building workflows.
By assigning a category to each Component, you enhance consistency, improve searchability, and add flexibility when creating Assemblies. Your system comes pre-populated with a basic set of Component Categories that you can add to at any time.
For more information, please see Managing Component Categories.
Component Categories Menu
The Component Categories menu is accessed from the Settings area and lives within the Components section of CoreBridge.
Navigate to Settings / Components / Component Categories.
a. Tabs are available at the top of the page to switch between category types.
b. The Search box allows you to find a specific Component Category.
c. The Add New button allows you to add a new Component Category.
d. The Edit icon opens a dialog box allowing you to make changes to the Name or Description of this Component Category. See example below.
Note: Changes must be manually saved.
e. The Delete icon removes this Component Category.
Example:
