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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A report used to display published/unpublished item takeoffs for an entity type.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.
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2.11.1 Running a template report
2.11.2 Creating a new report
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Version Published or unpublished takeoffs can be displayed or a comparison between the two versions can be displayed, as per example below.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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Updated August 6, 2014