Layered Takeoffs Training Guide - Version 3
    Layered Takeoffs Training Guide - Version 3

Layered Takeoffs Training Guide

Version 3
Printed on June 06, 2020     
Layered Takeoffs Training Guide - Version 3
    Layered Takeoffs Training Guide - Version 3 Home | Best Practices | Appendix | Full Training Guide    
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2.1 Getting Started
A complete overview of the Layered Takeoffs module and its applications.


Application Purpose
Create Takeoffs Purpose of application is to create takeoffs (e.g. option takeoffs, lot takeoffs).
Maintain Assemblies An assembly is a standard collection of items required for building a particular room or fixture in a house. Assemblies speed up the process of setting up takeoffs in Maintain Takeoffs application; when the same room or fixture is built in another project, baseplan or lot, you can retrieve and reuse the same assembly of items. For details, see Maintain Takeoffs section of this training guide.
Maintain Baseplan Statistics (Division) Purpose of application is to maintain statistic fields (used in Maintain Baseplans application) and determine which ones are active for a particular division, both for house and room. If you need to create new statistic type (e.g. bar countertop sqft), please use Maintain Baseplan Statistics Types application.
Maintain Baseplan Statistics Types Purpose of application is to create new baseplan and room statistic types, as well as, view existing ones (e.g. room width).
Maintain Division Take-Off Layers Purpose of application is to activate/deactivate division takeoff layers, as well as, manage their order of display.
Maintain Takeoffs Purpose of application is to create/update takeoffs. Takeoff is a method of calculating the collection of items used to build a home. The method calculates by adding and subtracting items based on various parameters (i.e. baseplan, elevation, swing, project, construction type).
Publish Takeoff Entity Purpose of application is to publish newly created and/or revised takeoffs. There are seven takeoff entity types to choose from: division-baseplan, division-lot, base plan, option, lot, option relation or miscellaneous option. Note: Publishing is the process of releasing new or revised takeoff records for use in purchase orders and other budgeting applications.
Update Takeoffs Allows bulk update of the takeoffs (item changes, cost type changes, etc).
View Junction Detail The purpose of the application is to view junction details and update any aspects of it if necessary right on the spot. A Junction is a collection of items used in cost types based on layer values.
View Takeoff Entity A report used to display published/unpublished item takeoffs for an entity type. Current entity types are: Division, Baseplan, Division Lot, Baseplan, Lot, Option, Option Relation and Miscellaneous Option. You can narrow down your report output by cost type takeoff version, etc. The more specific you are, the quicker it will take to compile a report. Templates can be created from reports and saved for easy future access.
View Takeoff Report Detail A summary report of baseplan and option takeoffs. You can narrow down your report output by project, cost type, etc. The more specific you are, the quicker it will take to compile a report. Templates can be created from reports and saved for easy future access.
View Takeoff Variance Report Detail A comparison report of baseplan takeoffs for 2 or more baseplan/elevation/project sets. By running the report you will be able to see in which baseplan the item costs differ, as well as, the number of times an item appears in a given baseplan compared to another.
Updated August 6, 2014    
Layered Takeoffs Training Guide - Version 3
    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).
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 .
Back to the top


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 .
Back to the top


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    
Layered Takeoffs Training Guide - Version 3
    Layered Takeoffs Training Guide - Version 3 Home | Best Practices | Appendix | Full Training Guide    
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Maintain Assemblies
An assembly is a standard collection of items required for building a particular room or fixture in a house. Assemblies speed up the process of setting up takeoffs in Maintain Takeoffs application; when the same room or fixture is built in another project, baseplan or lot, you can retrieve and reuse the same assembly of items. For details, see Maintain Takeoffs section of this training guide.
Reviewing/updating existing assembly
  1. Open Maintain Assemblies application.
  2. Select an assembly from the Select Assembly drop down list and click .
  3. Review/update Assembly Information, Assembly Items Information and Assembly P.O. Notes Information sections of the form.

    New items can be added to the assembly in New Items section of the form:

    Existing items can be modified in Existing Items section of the form:

    Purchase order notes can be added or modified in Assembly P.O. Notes Information section of the form:
  4. When you are done, to save and exit, click .


Back to the top
Creating a new assembly
  1. Open Maintain Assemblies application.
  2. Enter a new name for the assembly in the Enter a New Assembly input field and click .
  3. Fill out Assembly Information, Assembly Items Information and Assembly P.O. Notes Information sections of the form.

    FORM FAQ
    Assembly Display A unique ID used to identify the assembly (e.g. roof).
    Assembly Short Description A more thorough description used to identify the assembly (e.g. roof material).
    Status Current status of the assembly (e.g. active, inactive).
    Assembly Long Description Any additional information pertaining to the assembly can be entered here.
  4. To add a new item to the assembly, fill out New Items section of the form.

    FORM FAQ
    Cost Type Enter a cost type ID or click on the link to find one. This field is required.
    Item Enter an item ID or click on the link to find one. This field is required.
    Room Takeoffs can be room non-specific or apply to a single room, whole house, etc. Make your selection accordingly.
    Quantity Enter an item quantity. NOTE: Negative quantities are permitted.
    Baseplan Statistic Type Select a statistic field to multiply the quantity by, if applicable.

    Once, you've entered the details of the first item, click and continue adding next item(s).

    To remove an item from assembly, select Delete check box and save:
  5. When you are done, click .


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Updated August 6, 2014    
Layered Takeoffs Training Guide - Version 3
    Layered Takeoffs Training Guide - Version 3 Home | Best Practices | Appendix | Full Training Guide    
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2.4 Maintain Baseplan Statistics (Division)
Purpose of application is to maintain statistic fields (used in Maintain Baseplans application) and determine which ones are active for a particular division, both for house and room. If you need to create new statistic type (e.g. bar countertop sqft), please use Maintain Baseplan Statistics Types application.


2.4 Maintain Baseplan Statistics (Division)
Step Action
1. Open Maintain Baseplan Statistics (Division) application.

2. To activate or deactivate statistic types, simply select a record and click or , accordingly.

You can also change the order of display by selecting a record and clicking , or .

Note: active baseplan and room statistics are displayed in the Maintain Baseplans application.

3. When done, click .
Updated August 6, 2014    
Layered Takeoffs Training Guide - Version 3
    Layered Takeoffs Training Guide - Version 3 Home | Best Practices | Appendix | Full Training Guide    
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2.5 Maintain Baseplan Statistics Types
Purpose of application is to create new baseplan and room statistic types, as well as, view existing ones (e.g. room width).


2.5 Maintain Baseplan Statistics Types
Step Action
1. Open Maintain Baseplan Statistics Types application.
2. To create a new baseplan statistic, click and fill out the Baseplan Statistic Type Information form.

OR to create a new room statistic, click and fill out the Room Statistic Type Information form.
3. You may also change the order in which statistics will be displayed in Maintain Baseplans application. To do so, simply return to the main page and click .

To change the order, select a record and click or .
To sort all records in alphabetical order, select a record and click .
To update a record, select it and click .
Updated August 6, 2014    
Layered Takeoffs Training Guide - Version 3
    Layered Takeoffs Training Guide - Version 3 Home | Best Practices | Appendix | Full Training Guide    
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2.6 Maintain Division Take-Off Layers
Purpose of application is to activate/deactivate division takeoff layers, as well as, manage their order of display.


2.6 Maintain Division Take-Off Layers
Step Action
1. Open Maintain Division Take-Off Layers application.
2. Select a layer from Select Take-Off Layer drop down list and click .
3. Make any necessary adjustments to the Take-Off Layer Division Information form.
4. When done, click .
Updated August 6, 2014    
Layered Takeoffs Training Guide - Version 3
    Layered Takeoffs Training Guide - Version 3 Home | Best Practices | Appendix | Full Training Guide    
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2.7 Maintain Takeoffs
Purpose of application is to create/update takeoffs. A Takeoff is a method of calculating the collection of items used to build a home. The method calculates by adding and subtracting items based on various parameters (i.e. baseplan, elevation, swing, project, construction type).
What is a Layered Takeoff System?

A takeoff system is a way of using various additions and subtractions to come to a net quantity of an item, to produce a bill of materials, needed to budget/build something.

A layered takeoff system is a takeoff system that uses various criteria to decide what should be added/subtracted to produce the bill of materials. For efficiency reasons Dynamic Builder separates a takeoff record into 2 parts:



Simplified, a takeoff record looks something like this:

Cost Type Item Room Quantity Qty Statistic Project Baseplan Elevation
PLUMBING STDSINK MB 1 WY1 2130 A


WHAT IT IS vs WHERE IT IS USED

What it is: Where it is used: In Dynamic Builder, we separate the "What It Is" from "Where It Is Used". The "Where It Is Used" is setup first as a "Junction", which means a data record that indicates the scope applied of where takeoffs records might be used. Then we attach 1 or more "What It Is" records under the Junction.

Overview for Layered Takeoff System:
All takeoff data is associated to an "entity". The different types of entities are: Once an entity type is chosen, one is controlled on what layers are available for use.

The Layers in the system are:
Division, Baseplan, Elevation, Finish out, Is Reverse, Project, Lot, Option, Lot Construction Type, Baseplan Construction Type, Option Relation, Miscellaneous Option

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Creating takeoffs for a baseplan
  1. Open Maintain Takeoffs application.
  2. Select Base Plan entity type from the Select a Takeoff Entity Type drop down list.

    NOTE: Similarly, you can create takeoffs for option, lot, etc. by selecting the appropriate entity type and following the steps listed below.
  3. Enter a baseplan ID in the Enter a Base Plan input field or click on the link to find one.
  4. Click .
  5. The next step is to set up a junction. You must determine, first, if this junction will apply only to a base plan, or to a base plan in a specific project, with a specific elevation, finish out, etc. Fill out any of these details in Manipulate Junctions section of the form.
  6. When you are ready, click .
  7. Scroll down to New Items to Add section. You are now ready to add an item:
    1. Enter a cost type ID in the Cost Type input field or click on the link to find one.
    2. Enter an item ID in the Item input field or click on the link to find one.
    3. Select a room from the Room drop down list. NOTE: A room is optional selection and only required if the item will be used in a specific room.
    4. Enter item quantity in the Quantity input field and select a statistic, if applicable. NOTE: If you select a statistic, that value will be multipled by the value in Quantity field.
  8. Once all item details have been entered, click to add the item to the junction.
  9. As you can see, the new item has been added to the junction. You can either continue adding more items to the junction or publish your changes.

    To publish, scroll to the very bottom of the page and click .
  10. Next, select the junction with unpublished item(s) and click . You will then be transferred to Publish Takeoff Entity application. For details, see Publish Takeoff Entity section of this training guide.

    Once the item has been published, the 'unpublished' warning will no longer be displayed:
  11. Once you've mastered the addition of items to junctions, you can perform any of the following actions:
    1. To set up a new junction for the same base plan, fill out Manipulate Junctions section of the form and click on button.

      NOTE: If you don't want to add any items at this time, you can simply click on button to add the junction.
    2. To add new items to the junction, click on Add/Update Items/Notes link.
    3. To delete a junction, you must first delete all items, publish the changes and then click on Delete Junction link.


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Junction Mode vs. Detailed Mode

Junction Mode

Consider this a summarized view with the total items shown for each Junction.




Detailed Mode

Detailed view allows the data to be expanded to several levels of detail. NOTE: means expandable; means completely expanded.


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How to Split Junctions?
  1. You can create two identical Junctions out of one, based on the differences in layer parameters, so that you can continue to make changes to either of the Junctions without affecting the other.

    To split a Junction by the project layer, open Maintain Takeoffs application.
  2. Select Base Plan from the Select a Takeoff Entity Type drop down list.
  3. Look up or enter a base plan ID (i.e. 3115).

    Previously a Junction was created for baseplan 3115 - project AU3. We are now going to split this Junction.
  4. Click . Locate the Junction.
  5. Click on the Split Junction link.
  6. Select AU3.
  7. Click .
  8. The system then asks you to confirm the split.

    Click to confirm the split.
  9. Two separate, but identical, Junctions have now been created.

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Copying Takeoffs From Baseplan
  1. After saving the baseplan, you can copy takeoffs from another baseplan. The system displays the items from the other baseplan with new quantities set to 0 (zero) so that you can review the items and make changes before copying. Caution: If you simply copy all the items without reviewing, you also copy zero as the new quantities along with the items. As a result, you would have to re-enter manually the new quantities one item at a time in Maintain Takeoffs and Update Takeoffs.

    Click .
  2. Enter or look up the baseplan to copy from.
  3. Click . Result: A new page opens to display the takeoffs.
  4. Click .
  5. For each takeoff record, you have three choices:
    1. Keep the quantity by clicking on the Copy link.
    2. Enter a new quantity.
    3. Click on the Delete link, if the item does not exist in the new baseplan. Note: A deleted item will appear in a different color.
  6. When you have finished, click .

    You may continue with the other buttons to add standards, upload pictures, and view items.

    Button What it does
    Enters the standard ceiling items for a selected scope (Baseplan/Construction Type, Finish Out, Project and Room). Note: The Add/Edit Item button is located at the extreme right.
    Enters the standard floor items for a selected scope (Baseplan/Construction Type, Finish Out, Project and Room). Note: The Add/Edit Item button is located at the extreme right.
    Enters the standard wall items for a selected scope (Baseplan/Construction Type, Finish Out, Project and Room). Note: The Add/Edit Item button is located at the extreme right.
    Uploads drawings and images of the floorplan for the sale reps to mark on the drawings and to enter comments and additional information.
    Display the Junctions and their associated items.
    Displays the item description, room and quantity for all Junctions.

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Updated August 6, 2014    
Layered Takeoffs Training Guide - Version 3
    Layered Takeoffs Training Guide - Version 3 Home | Best Practices | Appendix | Full Training Guide    
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2.8 Publish Takeoff Entity
Purpose of application is to publish newly created and/or revised takeoffs. There are seven takeoff entity types to choose from: division-baseplan, division-lot, base plan, option, lot, option relation or miscellaneous option. Note: Publishing is the process of releasing new or revised takeoff records for use in purchase orders and other budgeting applications.
2.8.1 Searching for takeoffs to publish by entity type
Step Action
1. Open Publish Takeoff Entity application.
2. Select an entity type from the Select a Takeoff Entity Type drop down list (e.g. option) and click .

You can also search for unpublished takeoffs by cost type. Simply enter the cost type ID in the Show Only Entities Having Unpublished Takeoffs with Cost Type input field and click .
3. In this example we are going to review and publish option takeoffs. Thus, enter the option ID in the Enter An Option input field or click on the link to find one.

To suppress all published takeoffs, select "No" from the Display Published Takeoff Entities drop down list.
4. Click to review option takeoffs. Note: You may also publish the takeoffs immediately without reviewing by clicking .
5. You should now see a list of all published and unpublished takeoffs. For your convenience, all junctions with unpublished items are expanded, while the others are collapsed.

To publish any of the takeoffs, place a check mark in the junction or item check box and click .

Tip: In cases when a lot of takeoff records are displayed, you can use the short cut selection feature located at the very bottom of the page. Simply select the user or cost type ID or both to select the records which need to be published.


Also, keep in mind, selecting a junction without items, will only publish the junction. Items would then have to be published separately.

On the other hand, if you choose to publish one or more items from an unpublished junction, this will automatically publish the junction as well.
6. When you are done, click .
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2.8.2 Publishing takeoffs immediately
Step Action
1. Open Publish Takeoff Entity application.
2. A list of all entities with unpublished changes is displayed at the bottom of the page.

To publish any of the takeoffs immediately, place a check mark in the entity check box and click . To review takeoff details before publishing, click .

You can also publish takeoffs without reviewing by entering a cost type ID in the For Cost Type input field and clicking .
3. When you are done, click .
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2.9 Update Takeoffs
Allows bulk update of the takeoffs (item changes, cost type changes, etc).


2.9 Update Takeoffs
Step Action
1. Open Update Takeoffs application.

FORM FAQ
Search Criterion
Enter an Item
Enter Cost Types
Select a Takeoff Entity Type
Option Entity Criteria
Select a Room
Enter a Reverse Item
Where Takeoff...
Was Created/Updated Between
Was Created/Updated By
Statistic Field Is
General Options
Display Junction Description On
Specific Scope to search in (if any)
Enter a Baseplan
Enter an Elevation
Enter a Baseplan Construction Type
Enter A Finish Out
Select Project
Enter A Lot
Enter An Option
Enter An Miscellaneous Option
Show Takeoffs where
2. Select your search criteria and click .
3. In the Takeoff Item Information form, select the records you want to update by placing check marks in the S/U column.

To update all selected records simultaneously, fill out the bottom section of the form. For example, you can change quantities, cost and room types, etc.

You can also delete selected records by clicking .
4. When done, click .
Updated August 6, 2014    
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2.10 View Junction Detail
The purpose of the application is to view junction details and update any aspects of it if necessary right on the spot. A Junction is a collection of items used in cost types based on layer values.


2.10 View Junction Detail
Step Action
1. Open View Junction Detail application.
2. You can look up a junction's details by item, project, cost type, etc. or combination. Once you have made your selection, click .
Note: Try to narrow down your search criteria as much as possible, to reduce the size and loading time of report.
3. Junctions Information report gets displayed.

Note: It is strongly recommended to refresh Junction report after 3-5 minutes of displaying it. Click to see any recent changes that may have already been done while other actions/activities were preformed with current Junction report.
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2.11 View Takeoff Entity
A report used to display published/unpublished item takeoffs for an entity type. Current entity types are: Division, Baseplan, Division Lot, Baseplan, Lot, Option, Option Relation and Miscellaneous Option. You can narrow down your report output by cost type takeoff version, etc. The more specific you are, the quicker it will take to compile a report. Templates can be created from reports and saved for easy future access.
2.11.1 Running a template report
Step Action
1. Open View Takeoff Entity application.
2. Select a template from the Select a template drop down list:
  • To delete the report template, click .
  • To email report template to someone, enter an email address in the Send Report to (email address) input field, select report format from the drop down list (e.g. HTML) and click .
  • To view the report in print mode and to print it out, click . Review the report and when you are done, click .
  • To view the report online, click .

    To create a duplicate of the report template, fill out the form located at the very bottom of the page. You can make this report template available either to all users or only yourself. Enter a new template name in the Save report as a template named input field, select user access (e.g. all users, only current user) from the For drop down list and click .
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2.11.2 Creating a new report
Step Action
1. Open View Takeoff Entity application.

FORM FAQ
Only Show Items in Cost Type Report output can be narrowed down by cost type. Simply enter the cost type ID or click on the link to find one. To run the report for more than one cost type, enter the cost type ID's separated by commas in the Add to Cost Type List input field.
Also Show Division-Baseplan To include division baseplan takeoffs in the report, select Yes. All takeoffs that are part of your division will be displayed, as well.
Version Published or unpublished takeoffs can be displayed or a comparison between the two versions can be displayed, as per example below.
Show Junctions For example, when running a report for specific baseplan, if you choose to display junctions then you will be able to see which takeoffs are part of elevation A, B, etc.

Otherwise, all items and their quantities will be summarized and displayed as part of a single list.
Show Junction Items To suppress items from report, select No.
Show Junction PO Notes To display purchase order notes, select Yes.
Show Deleted Information To display items that were deleted, select Yes, as well as, select "Ignore" from the Quantities of the same Item From... drop down list. All items that were deleted are marked in red and cannot be updated.
Number of Decimals For Quantity Up to 4 decimal points can be displayed for quantities or you can suppress them altogether by setting the decimal number to zero.
...Quantities of the same Item From...Room in...Cost Type Select a summary method. For example, you can summarize quantities of items for the same room and cost type.
2. Select a layer set (in this example we will be using baseplan layer set) from the Select Takeoff Layer Set drop down list and click .
3. Enter a baseplan ID in the Enter A Base Plan input field or click on the link to find one.
4. To reduce the time it takes to run the report, select a cost type, takeoff version, etc.

Note: To be able to run the report, you must choose to display either junctions or items or both. You cannot suppress both.
5. When you are done, click or .
6. Here is an example of Takeoff Entity report in online mode. A list of all unpublished takeoffs for baseplan A3005 is displayed.

  • To view or update item details, click on the item ID link (e.g. ). For details, see Maintain Items section of the Job Costing training guide.
  • To view or update takeoffs, click on the quantity link (e.g. ). For details, see Maintain Takeoffs section of this training guide.
7. To create a template from your report, fill out the form located at the very bottom of the page. Enter a template name in the Save report as a template named input field, select user access (e.g. all users, only current user) from the For drop down list and click .

If you intended to display different data and need to make some adjustments to the report, click and modify your restrictions.
8. When you are done, click .
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2.12 View Takeoff Report Detail
A summary report of baseplan and option takeoffs. You can narrow down your report output by project, cost type, etc. The more specific you are, the quicker it will take to compile a report. Templates can be created from reports and saved for easy future access.
2.12.1 Running a template report
Step Action
1. Open View Takeoff Report Detail application.
2. Select a template from the Select a template drop down list:
  • To delete the report template, click .
  • To email report template to someone, enter an email address in the Send Report to (email address) input field, select report format from the drop down list (e.g. HTML) and click .
  • To view the report in print mode and to print it out, click . Review the report and when you are done, click .
  • To view the report online, click .

    To create a duplicate of the report template, fill out the form located at the very bottom of the page. You can make this report template available either to all users or only yourself. Enter a new template name in the Save report as a template named input field, select user access (e.g. all users, only current user) from the For drop down list and click .
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2.12.2 Creating a new report
Step Action
1. Open View Takeoff Report Detail application.

FORM FAQ
Show Takeoffs For The Following
Project For which project(s) do you wish to view takeoffs?
Baseplans For which baseplan(s) do you wish to view takeoffs?
Cost Types For which cost type(s) do you wish to view takeoffs?
Report Layout Details
Display Mode Records can be displayed either in summary mode (e.g. item quantities summarized by room, cost type, etc.) or each takeoff record displayed individually. Make your selection accordingly.
Page Break After For better readability, page breaks can be added after each baseplan elevation in print mode.
Version Report can be run either for published or unpublished takeoffs.
Show Takeoffs As On (Date) Takeoffs can be displayed as on a date in the past, present or future. If no date is entered, takeoffs will be displayed as at present time.
Show Baseplan Takeoffs Do you want to display baseplan takeoffs? Select Yes or No.
Show Option Takeoffs Do you want to display option takeoffs? Select Yes or No.
2. To reduce the time it takes to run the report, select at least one project, baseplan, etc.
3. When you are done, click or .
4. Here is an example of Detailed Takeoff report in online mode. A list of all baseplan/option takeoffs is displayed followed by options with no takeoffs.

You can now perform any of the following tasks:
  • To view or update option details, click on the option ID link (e.g. ). For details, see Maintain Options section of the Options training guide.
  • To view or update item details, click on the item ID link (e.g. ). For details, see Maintain Items section of the Job Costing training guide.
  • To view or update takeoffs, click on the quantity link (e.g. ). For details, see Maintain Takeoffs section of this training guide.
5. To create a template from your report, fill out the form located at the very bottom of the page. Enter a template name in the Save report as a template named input field, select user access (e.g. all users, only current user) from the For drop down list and click .

If you intended to display different data and need to make some adjustments to the report, click and modify your restrictions.
6. When you are done, click .
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2.13 View Takeoff Variance Report Detail
A comparison report of baseplan takeoffs for 2 or more baseplan/elevation/project sets. By running the report you will be able to see in which baseplan the item costs differ, as well as, the number of times an item appears in a given baseplan compared to another.
2.13.1 Running a template report
Step Action
1. Open View Takeoff Variance Report Detail application.
2. Select a template from the Select a template drop down list:
  • To delete the report template, click .
  • To email report template to someone, enter an email address in the Send Report to (email address) input field, select report format from the drop down list (e.g. HTML) and click .
  • To view the report in print mode and to print it out, click . Review the report and when you are done, click .
  • To view the report online, click .

    To create a duplicate of the report template, fill out the form located at the very bottom of the page. You can make this report template available either to all users or only yourself. Enter a new template name in the Save report as a template named input field, select user access (e.g. all users, only current user) from the For drop down list and click .
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2.13.2 Creating a new report
Step Action
1. Open View Takeoff Variance Report Detail application.
2. SELECTING BASEPLANS FOR COMPARISON
The first step is to decide which baseplans you want to compare. To do this, you must enter the baseplan ID's, elevations and projects in both Set 1 and Set 2 columns.




ADDING ADDITIONAL BASEPLAN SETS FOR COMPARISON
To compare costs from more than 2 baseplans, enter the number of additional sets in Add New Column Sets input field and click .

Note: There is no need to enter the number of new column sets, if you only need to add an additional one. Simply click on button.



SETTING UP VARIANCE COLUMNS - Difference in Item Usage
Result of comparison will be displayed in the report's Variance column. Whether the results of Set 1 should be subtracted from Set 2 or vice versa is set up in Setup Variance Columns section of the form. And as you can see in the example below, Set 1 will be subtracted from Set 2.

If you are comparing more than 2 baseplans, you might need to have more than 1 variance column. To do so, enter the number of new variance columns in Add New Variance Columns input field and click .

Note: There is no need to enter the number of new variance columns, if you only need to add an additional one. Simply click on button.



NARROWING DOWN REPORT OUTPUT
Finally, you can narrow down your report output even further by selecting specific items, item groups or cost types.

FORM FAQ
Item To search for item takeoffs for a specific item, enter the item ID or click on the link to find one. To search for more than 1 item, enter the item ID's separated by commas in the Add to input field.
Item Groups To search for takeoffs by item group, select 1 or more groups by holding the key on your keyboard.
Cost Type To search for item takeoffs by cost type, enter the cost type ID or click on the link to find one. To search by more than 1 cost type, enter the cost type ID's separated by commas in the Add to input field.
Show Cost and Total You have an option to display item cost and total (cost multiplied by quantity)...

Or, display only item quantity.

Select Yes or No.
Display Mode Show Cost Types Separately - Items can be sorted by cost type ID in ascending order, with a separate cost type header displaying:

Show Cost Types Across - Or, items can be displayed in a single table sorted by item ID in ascending order. Note: That by selecting this display mode, you will not see cost type ID's in the report.
Display Column Set Info Set information (e.g. baseplan ID, construction type) can be displayed once at the very top of the report:

Or, under each column set title:

Note: The following display option only applies if you have selected "Show Cost Types Separately" from the Display Mode drop down list.
3. When you are ready or .
4. Here is an example of the detailed Takeoff Variance report in online mode; a comparison of 2 different baseplans from the same project. The Variance column displays the difference in item usage. So we can see that item FS was utilized more frequently in baseplan A3003, while item CARPETBOX was only utilized in baseplan A3002.

To view the detailed budget for a given set, click on the set link located at the top of the screen (e.g. ). For details, see View Budget Detail section of Job Costing training guide.
5. When you are done, click .
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2.14 Best Practices
Instructions on how to add notes to purchase orders. There are 3 note mechanisms.


2.14 Best Practices
Mechanism Action
1. Add a note to a takeoff: filling out the note field beside takeoff record does this.It is often used to assist the vendor with the takeoff (e.g. if the takeoff says "30 feet of handrail", the note might say "2 of 10 foot lengths, 2 of 5 foot lengths").

To do so, open Maintain Takeoffs application, select a takeoff type from the Select a Takeoff Entity Type drop down list and click .

Scroll down to the bottom of the page and click on the Add/Update Items/Notes link.

You can now view and update PO notes.
2. Within a junction, one can use the note mechanism at the bottom of the page. This allows you to attach a note to a specific cost type within the scope of the junction, without fake items. These notes are setup in advance with Maintain PO Notes application.

To do so, open Maintain Takeoffs application, select a takeoff type from the Select a Takeoff Entity Type drop down list and click .

Click on the Add a new Purchase Order Note link to add new PO notes.

Fill out PO Notes for Junction section of the form and click .
3. Notes setup in Maintain PO Notes application can also be assigned to show on POs regardless of cost type for specific Finish outs and/or Projects and/or Baseplans.

To do so, open Maintain PO Notes application. Enter a PO note in the Enter an Existing PO Note input field and click .

Next click on the button.

Select appropriate note usage and click .
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2.15 Appendix


Layered Takeoffs Breakout
LAYERS TAKEOFF ENTITY TYPES
Division Baseplan Division Lot Baseplan Option Lot Option Relation Misc Option
Division IMPLIED IMPLIED IMPLIED IMPLIED IMPLIED IMPLIED IMPLIED
Baseplan NO NO IMPLIED Baseplan Baseplan Baseplan NO
Elevation NO NO Elevation Elevation Elevation Elevation NO
Finish Out Finish Out Finish Out Finish Out Finish Out Finish Out Finish Out NO
Is Reverse (Swing) Is Reverse Is Reverse Is Reverse Is Reverse Is Reverse Is Reverse NO
Project Project Project Project Project NO Project NO
Lot NO NO NO Lot* IMPLIED NO NO
Option NO NO NO IMPLIED Option Inactive* NO (NA) NO
Lot Const Type NO Lot Const Type NO Lot Const Type NO Lot Const Type NO
Baseplan Const Type BP Const Type NO NO BP Const Type BP Const Type BP Const Type NO
Option Relation NO NO NO NO NO IMPLIED NO
Misc Option NO NO NO NO NO NO IMPLIED
Highlighted Fields: Layer not available in TO entity or is hidden from users because it identifies the entity (IMPLIED).
* These 2 intersections are mutually exclusive because only one can be enabled at a time.
Note: One generally should put data in the leftmost column possible to reduce repetitious data entry.


Examples of Layered Takeoffs
Entity Examples of Layered Takeoffs
Lot Takeoffs for Lot 25 in Project AB1 for Baseplan 2345
Option Takeoffs for Option B in Baseplan 2345

Takeoffs for Option A used anywhere
Baseplan Takeoffs for Baseplan 2345M in Project WV13

Takeoffs for Baseplan 8976 used anywhere
Division Lot Takeoffs for all lots

Takeoffs for all lots in Project WV13
Division Baseplan Takeoffs for all baseplans

Takeoffs for all baseplans in Project AB1

Takeoffs for all baseplans used in Baseplan Construction Type Single
Note: Each point represents a Junction in the Entity.

The advantage of using this approach is when you update takeoffs; you only have to update one Junction to propagate the changes through the system. Whereas in D3, you have to update the layers for each takeoff affected by the change wherever it is used.
Updated August 6, 2014