Manage Takeoffs screen

Use the Manage Takeoffs screen to work with estimating jobs. When you create a new job, you specify:

  • Job information

  • Job template settings

  • Digital plans or physical blueprint locations

You can organize the jobs in the Select Job window by including a category name when you create a job. For example, you could create categories for commercial jobs and residential jobs. Separate the category name from the job name with a backslash ([\]) in the New Name field.

The second tab of the Job Setup wizard enables you to select a job template for the new job. By selecting an existing job to use as a template, you create a copy of the existing job without the digital plans or blueprints and save it under the new job name.

You can add digital plans in the following formats: BMP, JPG, CAL, DWF, DWG, DXF, PDF, or TIF.

Once you have created an estimating job, use the Manage Takeoffs screen to estimate quantities and costs for all types of construction jobs. You can digitize quantities from drawings. Only the Sheets, Takeoff, Shape Recognition, and NotePad tabs are available in the Manage Takeoffs screen. Some functions may be disabled. See Tabs in Estimating for more information.

The application saves the job each time you switch tasks or digitize a takeoff item in the Manage Takeoffs screen.

Note: To open the Manage Takeoffs screen, click Estimating > Estimating > Manage Takeoffs in the All Tasks pane.