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View Takeoff Entity A report used to display published/unpublished item takeoffs for an entity type.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