Digitize Multiple Change Order Cost Items with One Annotation

  1. Open a job in the Manage Estimates screen.
  2. From the Takeoff tab, open the Change Order panel tab.
  3. Select the takeoff items you want to use in order of most complex to least. You can select cost items from different change orders.
  4. Click the button on the speedbar for the takeoff tool to use to digitize the items, if it is not already selected.
  5. Digitize the items.
  6. When you are done digitizing the item, click Finish on the speedbar or double-click on the final point.
  7. The grid area displays the basic information for the cost items, including the current quantities in the change order(s).
  8. The Takeoff area displays the quantity calculated for the cost item.
  9. To assign the annotation to a specific layer from this tab, click Use Layers. Choose the appropriate layers and click OK.
  10. If you selected to take off a volume or if you want to calculate an area using height and length, enter the height of the item in the units specified in the Height field.
  11. In the Show As area, select one of the following options for how to show the annotation:
    • Count
    • Length
    • Area
    • Volume
  12. Select one of the following options in the Show this form on Takeoff finish area to set when the Finish Takeoff popup window (current window) appears:

    • Always – Finish Takeoff popup window displays after every annotation is finished or an existing annotation is opened.

    • New item – Finish Takeoff popup window displays only when a new annotation is placed on the takeoff.

    • When selected – Finish Takeoff popup window displays only when an existing annotation is opened.

  13. Select the appropriate Send Data To checkboxes to specify where to send the quantities of this takeoff item:
  14. Click one of the following options in the Send Data To group to specify how the quantities of this takeoff item are calculated:

    • Add – Adds the quantity to the change order, notepad, and/or working total.

    • Subtract – Subtracts the quantity from the change order, notepad, and/or working total.

    • Replace – Replaces the quantity in the change order, notepad, and/or working total.

      Note: If you are adding or subtracting values, the units of the takeoff and the working total have to be the same.