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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.
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2.8.1 Searching for takeoffs to publish by entity type
2.8.2 Publishing takeoffs immediately
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You can also search for unpublished takeoffs by cost type. Simply enter the cost type ID in the Show Only Entities Having Unpublished Takeoffs with Cost Type input field and click .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 You should now see a list of all published and unpublished takeoffs. For your convenience, all junctions with unpublished items are expanded, while the others are collapsed.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On the other hand, if you choose to publish one or more items from an unpublished junction, this will automatically publish the junction as well.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 A list of all entities with unpublished changes is displayed at the bottom of the page.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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Updated August 6, 2014