Manage Takeoff Groups
Objective
To manage takeoffs for a project in the Estimating, Tender Board or Portfolio Planning tool.
Background
On the takeoff tab, you can manage groups of takeoff layers.
Things to Consider
- Required User Permissions for the Tender Board tool.
- Required User Permissions for the Estimating tool.
- Required User Permissions for the Portfolio Planning tool.
- To see steps for all takeoff types, see Add Takeoffs.
- Deleting a group and their takeoff layers is permanent and cannot be retrieved.
- Premium features with the star icon are only available for paid Procore customer accounts.
Steps
- Navigate to the Tender Board or Portfolio Planning tool and select the project.
OR
Navigate to the project's Estimating tool. - Click the Takeoffs tab.
Copy a Takeoff Group
To duplicate the takeoff group in your list of takeoffs. The duplicate group appears at the bottom of list of takeoffs.
- Click the vertical ellipsis next to the takeoff group.
- Click Copy.
Copy a Takeoff Group to Another Estimate
- Click the vertical ellipsis next to the takeoff group.
- Click Copy To Other Estimate.
- Select the estimate.
Delete a Takeoff Group
To delete a single takeoff group, follow these steps:
- Click the vertical ellipsis next to the takeoff group.
- Click the Delete icon.
- Click Delete to confirm.
To bulk delete takeoff groups, follow these steps:
- Mark the tickboxes for the takeoff groups.
- Click Actions.
- Click Delete and select one of the following options:
- Delete Items and Groups
- Delete Items Only
- Click Delete to confirm.
Expand and Collapse Takeoff Groups
- Mark the tickboxes for the groups you want to bulk expand or collapse.
- Click Actions, then select one of the following options:
- Click Collapse All to collapse all takeoff groups.
- Click Expand All to expand all takeoff groups.
Move a Group of Takeoff Layers to a New Estimate
- Click the vertical ellipsis next to the takeoff group.
- Click Move To Other Estimate.
- Select the estimate.
Move a Group of Takeoff Layers to a New Group
- Mark the tickboxes for the takeoff groups you want to move.
- Click Actions.
- Click Move To.
- Select one of the following:
- Move to New Group.
Note: Click on the new group title to rename the group. - Move to Existing Group, then select the group.
- Move to New Group.
Rename a Group
- Click the vertical ellipsis next to the takeoff group. Then, click Rename.
OR
Click your cursor over the group name. - Enter the new name.
See Also