Layered Takeoffs Training Guide - Version 3 Home | Best Practices | Appendix | Full Training Guide    
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2.2 Create Takeoffs
Purpose of application is to create takeoffs (e.g. option takeoffs, lot takeoffs).
ON THIS PAGE
2.2.1 Creating division-baseplan takeoffs
2.2.2 Creating division-lot takeoffs
2.2.3 Creating base plan takeoffs
2.2.4 Creating option takeoffs
2.2.5 Creating lot takeoffs
2.2.6 Creating option relation takeoffs
2.2.1 Creating division-baseplan takeoffs
Step Action
1. Open Create Takeoffs application.
2. Enter an item ID in the Item input field or click on the link to find one.
3. Next, select Division-Baseplan entity type from the Takeoff Entity Type drop down list.
4. Takeoffs can be project specific or non-specific. In this example, we will be creating project non-specific, division-baseplan takeoffs for AP1FRG.

FORM FAQ
Takeoff Entity Type Select an entity type from the drop down list (e.g. option, lot).
Item Enter an item ID or click on the link to find one.
Show Takeoffs For Scope
Project You can create takeoffs that are project specific or non-specific. When creating a project specific takeoff, select Specific Project(s) radio button, enter the project ID or click on the link to find one. To create takeoffs for more than one project, enter the project IDs, separated by commas, in the Project List input field.
5. When you are ready, click .
6. To create a project non-specific takeoff for the Division-Baseplan, fill out the form below. At the very least, you must enter a cost type and quantity.

FORM FAQ
Cost Type Enter a cost type ID or click on the link to find one.
Quantity Enter a quantity and select a statistic field to multiply the quantity by, if applicable. NOTE: Negative amounts are permitted.
Room Takeoffs can be room non-specific or apply to a single room, whole house, etc. Make your selection accordingly.
PO Notes Any notes that you want to appear on a future purchase order, can be entered here.
7. When you are done, click .
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2.2.2 Creating division-lot takeoffs
Step Action
1. Open Create Takeoffs application.
2. Enter an item ID in the Item input field or click on the link to find one.
3. Next, select Division-Lot entity type from the Takeoff Entity Type drop down list.
4. Takeoffs can be project specific or non-specific. In this example, we will be creating project specific, division-lot takeoffs for CABCONTEW.

FORM FAQ
Takeoff Entity Type Select an entity type from the drop down list (e.g. option, lot).
Item Enter an item ID or click on the link to find one.
Show Takeoffs For Scope
Project You can create takeoffs that are project specific or non-specific. When creating a project specific takeoff, select Specific Project(s) radio button, enter the project ID or click on the link to find one. To create takeoffs for more than one project, enter the project IDs, separated by commas, in the Project List input field.
5. When you are ready, click .
6. A list of projects is displayed.


Creating/updating each takeoff record individually:
Simply scroll down/up to the individual takeoff record and update any of the following sections: cost type, quantity, etc. When you are done, click .

FORM FAQ
Cost Type Enter a cost type ID or click on the link to find one.
Quantity Enter a quantity and select a statistic field to multiply the quantity by, if applicable. NOTE: Negative amounts are permitted.
Room Takeoffs can be room non-specific or apply to a single room, whole house, etc. Make your selection accordingly.
PO Notes Any notes that you want to appear on a future purchase order, can be entered here.


To create/update takeoff records en masse:
This is useful in cases when, for example, all takeoff records will be of the same quantity and cost type.
  • You must first select all records, by clicking on the link located at the top right corner of the page.
  • Next, scroll down to the very bottom of the page and update any of the following fields: cost type, quantity, room, etc.
  • To preview changes, click . NOTE: To actually apply all changes, you must click .
7. When you are done, click .
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2.2.3 Creating base plan takeoffs
Step Action
1. Open Create Takeoffs application.
2. Enter an item ID in the Item input field or click on the link to find one.
3. Next, select Base Plan entity type from the Takeoff Entity Type drop down list.
4. In this example, we will be creating project non-specific takeoffs for baseplan A3002, elevations A and B, item PUMP.

FORM FAQ
Takeoff Entity Type Select an entity type from the drop down list (e.g. option, lot).
Item Enter an item ID or click on the link to find one.
Show Takeoffs For Scope
Project You can create takeoffs that are project specific or non-specific. When creating a project specific takeoff, select Specific Project(s) radio button, enter the project ID or click on the link to find one. To create takeoffs for more than one project, enter the project IDs, separated by commas, in the Project List input field.
Baseplan You can create takeoffs that are baseplan specific or non-specific. When creating a baseplan specific takeoff, select Specific Baseplan(s) radio button, enter the baseplan ID or click on the link to find one. To create takeoffs for more than one baseplan, enter the baseplan IDs, separated by commas, in the Baseplan List input field.
Elevation Takeoffs can be set up for all elevations

or each one individually.
5. When you are ready, click .
6. A list of elevations for baseplan A3002 is displayed.


Creating/updating each takeoff record individually:
Simply scroll down/up to the individual takeoff record and update any of the following sections: cost type, quantity, etc. When you are done, click .

FORM FAQ
Cost Type Enter a cost type ID or click on the link to find one.
Quantity Enter a quantity and select a statistic field to multiply the quantity by, if applicable. NOTE: Negative amounts are permitted.
Room Takeoffs can be room non-specific or apply to a single room, whole house, etc. Make your selection accordingly.
PO Notes Any notes that you want to appear on a future purchase order, can be entered here.


To create/update takeoff records en masse:
This is useful in cases when, for example, all takeoff records will be of the same quantity and cost type.
  • You must first select all records, by clicking on the link located at the top right corner of the page.
  • Next, scroll down to the very bottom of the page and update any of the following fields: cost type, quantity, room, etc.
  • To preview changes, click . NOTE: To actually apply all changes, you must click .
7. When you are done, click .
Back to the top


2.2.4 Creating option takeoffs
Step Action
1. Open Create Takeoffs application.
2. Enter an item ID in the Item input field or click on the link to find one.
3. Next, select Option entity type from the Takeoff Entity Type drop down list.
4. Enter an option ID in the Option input field or click on the link to find one.
5. In this example, we will be creating option takeoffs for projects AS4 and AS5, baseplan A3003.

FORM FAQ
Takeoff Entity Type Select an entity type from the drop down list (e.g. option, lot).
Item Enter an item ID or click on the link to find one.
Option Enter an option ID or click on the link to find one.
Show Takeoffs For Scope
Project You can create takeoffs that are project specific or non-specific. When creating a project specific takeoff, select Specific Project(s) radio button, enter the project ID or click on the link to find one. To create takeoffs for more than one project, enter the project IDs, separated by commas, in the Project List input field.
Baseplan You can create takeoffs that are baseplan specific or non-specific. When creating a baseplan specific takeoff, select Specific Baseplan(s) radio button, enter the baseplan ID or click on the link to find one. To create takeoffs for more than one baseplan, enter the baseplan IDs, separated by commas, in the Baseplan List input field.
Elevation Takeoffs can be set up for all elevations

or each one individually.
6. When you are ready, click .
7. A list of projects is displayed.


Creating/updating each takeoff record individually:
Simply scroll down/up to the individual takeoff record and update any of the following sections: cost type, quantity, etc. When you are done, click .

FORM FAQ
Cost Type Enter a cost type ID or click on the link to find one.
Quantity Enter a quantity and select a statistic field to multiply the quantity by, if applicable. NOTE: Negative amounts are permitted.
Room Takeoffs can be room non-specific or apply to a single room, whole house, etc. Make your selection accordingly.
PO Notes Any notes that you want to appear on a future purchase order, can be entered here.


To create/update takeoff records en masse:
This is useful in cases when, for example, all takeoff records will be of the same quantity and cost type.
  • You must first select all records, by clicking on the link located at the top right corner of the page.
  • Next, scroll down to the very bottom of the page and update any of the following fields: cost type, quantity, room, etc.
  • To preview changes, click . NOTE: To actually apply all changes, you must click .
8. When you are done, click .
Back to the top


2.2.5 Creating lot takeoffs
Step Action
1. Open Create Takeoffs application.
2. Enter an item ID in the Item input field or click on the link to find one.
3. Next, select Lot entity type from the Takeoff Entity Type drop down list.
4. Enter a lot ID in the Lot input field or click on the link to find one.
5. In this example, we will be creating lot takeoffs that would apply to all baseplans and elevations.

FORM FAQ
Takeoff Entity Type Select an entity type from the drop down list (e.g. option, lot).
Item Enter an item ID or click on the link to find one.
Lot Enter a lot ID or click on the link to find one.
Show Takeoffs For Scope
Baseplan You can create takeoffs that are baseplan specific or non-specific. When creating a baseplan specific takeoff, select Specific Baseplan(s) radio button, enter the baseplan ID or click on the link to find one. To create takeoffs for more than one baseplan, enter the baseplan IDs, separated by commas, in the Baseplan List input field.
Elevation Takeoffs can be set up for all elevations

or each one individually.
6. When you are ready, click .
7. Fill out the form below.


Creating/updating each takeoff record individually:
Simply scroll down/up to the individual takeoff record and update any of the following sections: cost type, quantity, etc. When you are done, click .

FORM FAQ
Cost Type Enter a cost type ID or click on the link to find one.
Quantity Enter a quantity and select a statistic field to multiply the quantity by, if applicable. NOTE: Negative amounts are permitted.
Room Takeoffs can be room non-specific or apply to a single room, whole house, etc. Make your selection accordingly.
PO Notes Any notes that you want to appear on a future purchase order, can be entered here.


To create/update takeoff records en masse:
This is useful in cases when, for example, all takeoff records will be of the same quantity and cost type.
  • You must first select all records, by clicking on the link located at the top right corner of the page.
  • Next, scroll down to the very bottom of the page and update any of the following fields: cost type, quantity, room, etc.
  • To preview changes, click . NOTE: To actually apply all changes, you must click .
8. When you are done, click .
Back to the top


2.2.5 Creating option relation takeoffs
Step Action
1. Open Create Takeoffs application.
2. Enter an item ID in the Item input field or click on the link to find one.
3. Next, select Option Relation entity type from the Takeoff Entity Type drop down list.
4. Enter an option relation ID in the Option Relation input field or click on the link to find one.
5. In this example, we will be creating option relation takeoffs that would apply to projects BR1, BR2 and baseplans A3002, A3003.

FORM FAQ
Takeoff Entity Type Select an entity type from the drop down list (e.g. option, lot).
Item Enter an item ID or click on the link to find one.
Option Relation Enter an option relation ID or click on the link to find one.
Show Takeoffs For Scope
Project You can create takeoffs that are project specific or non-specific. When creating a project specific takeoff, select Specific Project(s) radio button, enter the project ID or click on the link to find one. To create takeoffs for more than one project, enter the project IDs, separated by commas, in the Project List input field.
Baseplan You can create takeoffs that are baseplan specific or non-specific. When creating a baseplan specific takeoff, select Specific Baseplan(s) radio button, enter the baseplan ID or click on the link to find one. To create takeoffs for more than one baseplan, enter the baseplan IDs, separated by commas, in the Baseplan List input field.
Elevation Takeoffs can be set up for all elevations

or each one individually.
6. When you are ready, click .
7. Fill out the form below.


Creating/updating each takeoff record individually:
Simply scroll down/up to the individual takeoff record and update any of the following sections: cost type, quantity, etc. When you are done, click .

FORM FAQ
Cost Type Enter a cost type ID or click on the link to find one.
Quantity Enter a quantity and select a statistic field to multiply the quantity by, if applicable. NOTE: Negative amounts are permitted.
Room Takeoffs can be room non-specific or apply to a single room, whole house, etc. Make your selection accordingly.
PO Notes Any notes that you want to appear on a future purchase order, can be entered here.


To create/update takeoff records en masse:
This is useful in cases when, for example, all takeoff records will be of the same quantity and cost type.
  • You must first select all records, by clicking on the link located at the top right corner of the page.
  • Next, scroll down to the very bottom of the page and update any of the following fields: cost type, quantity, room, etc.
  • To preview changes, click . NOTE: To actually apply all changes, you must click .
8. When you are done, click .
Back to the top
Updated August 6, 2014