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Procore

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

Steps

  1. Navigate to the Tender Board or Portfolio Planning tool and select the project.
    OR
    Navigate to the project's Estimating tool.
  2. 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.

  1. Click the vertical ellipsis icon-ellipsis-vertical.pngnext to the takeoff group.
  2. Click Copy.

Copy a Takeoff Group to Another Estimate

  1. Click the vertical ellipsis icon-ellipsis-vertical.pngnext to the takeoff group.
  2. Click Copy To Other Estimate.
  3. Select the estimate.

Delete a Takeoff Group

To delete a single takeoff group, follow these steps:

  1. Click the vertical ellipsis icon-ellipsis-vertical.pngnext to the takeoff group.
  2. Click the Delete icon-delete-trash-android.svg icon.
  3. Click Delete to confirm.

To bulk delete takeoff groups, follow these steps:

  1. Mark the tickboxes for the takeoff groups.
  2. Click Actions.
  3. Click Delete and select one of the following options:
    • Delete Items and Groups
    • Delete Items Only
  4. Click Delete to confirm.

Expand and Collapse Takeoff Groups

  1. Mark the tickboxes for the groups you want to bulk expand or collapse.
  2. 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

  1. Click the vertical ellipsis icon-ellipsis-vertical.pngnext to the takeoff group.
  2. Click Move To Other Estimate.
  3. Select the estimate.

Move a Group of Takeoff Layers to a New Group

  1. Mark the tickboxes for the takeoff groups you want to move.
  2. Click Actions.
  3. Click Move To.
  4. 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.

Rename a Group

  1. Click the vertical ellipsis icon-ellipsis-vertical.pngnext to the takeoff group. Then, click Rename.
    OR
    Click your cursor over the group name.
  2. Enter the new name.

 

See Also