- Open a job in the Manage Estimates screen.
- Select the Takeoff tab.
-
Click Sheets
on the speedbar and select Sheet
Properties.
- In the Sheet Name field, enter the new sheet name, if needed.
-
In the Tags
field, enter one or more keywords that can be used to identify and filter the sheet.
Separate multiple keywords with a comma.
Note: Keywords can contain alphanumeric characters and can consist of multiple words, but cannot begin or end with a space.
Alphanumeric characters include the letters A through Z, the numerals 0 through 9, and all special characters except comma, dash, period, percent, tilde, and single quote.
- In the Notes field, enter any notes pertaining to the sheet, if needed.
-
Select one of the options below for Unit System:
- Imperial
- Metric
-
Select the Scale property:
-
- Architectural: Select the scale from the drop-down. This option is only available when the unit system is imperial.
- Engineering: Select the scale from the drop-down. This option is only available when the unit system is imperial.
- Metric: Select the scale from the drop-down. This option is only available when the unit system is metric.
- Compensated: Select this option to manually set the scale of the drawing when the scale is known, but not listed in the other options. Enter the linear footage per inch (for metric, meter per horizontal meter) for both the horizontal and vertical values.
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- Click OK.