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Procore (en-GB)

Manage Takeoffs

Objective

To manage takeoffs for a project in Procore Estimating.

Background

The Takeoff page of the Estimating tool is where you can add and manage a wide variety of takeoffs for different trades. Procore Estimating offers advanced features to help manage takeoffs with ease. The Tool Pallet helps optimise your takeoff experience with its advanced yet straightforward functionality.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions to the project's Estimating tool.
  • Additional Information:

Steps

  1. Navigate to the project's Estimating tool on app.procore.com.
    Note: The Estimating tool automatically opens to the Takeoff page.
  2. On the Takeoff page, click the takeoff that you want to manage.
  3. View the tables below to see the actions that are available on the Takeoff page:

esticom-takeoff-tools-and-actions.png

number1.png Top Toolbar
Icon Tool Description
icon-duplicate-plan-area-esticom.png Copy Click Copy to copy the current selection to the clipboard.
icon-paste-esticom.png Paste Click Paste to paste a selection that has been copied to the clipboard.
icon-move-esticom.png Move to New Takeoff Click Move to New Takeoff to move selected items to another takeoff. 
icon-delete-esticom.png Delete Click Delete if you want to delete selected items or materials on the plan. Select the item or material using the Edit or Multiselect tool, then click Delete.
icon-compare-esticom.png Compare Click the Compare icon to select another plan to compare the current plan with. 
icon-open-esticom.png Open Click the Open icon to open the plan in a new tab.
icon-share-esticom.png Share Click the Share icon to share the plan through email. 
icon-download-esticom.png Download  Click the Download icon to download a PDF version of the plan. 
number2.png Tool Pallet 
Icon Tool Description
icon-selection-tool-esticom.png Edit / Selection Click the Edit / Selection tool to select single items from the plan. When an item is selected, you are able to edit, move or delete it.
icon-multiselect-tool-esticom.png Multiselect Click the Multiselect tool to select multiple items from the plan. When these items are selected, you are able to edit, group, move or delete them
icon-undo-esticom.png Undo Click the Undo icon if you want to undo the last action. 
icon-duplicate-plan-area-esticom.png Duplicate Plan Area Tool Click the Duplicate Plan Area icon to duplicate the selected area of the plan. After confirming the selection, a new plan will be created.
icon-cloud-tool-esticom.png Cloud Click the Cloud tool to add callouts on a section or area of the plan. This is useful if you want to add notes, descriptions, feedback and suggestions to your clients. This tool best works with the Annotation Tool, which allows you to add characters to the call outs.
icon-annotation-tools-esticom.png Annotation Click the Annotation tool to create annotations, labels, notes, descriptions, suggestions and feedback on materials or areas of the plan. This tool works best with the Cloud Tool, which allows you to add callouts on a section or area of the plan.
icon-symbol-stamp-tool-esticom.png Symbol Stamp Click the Symbol Stamp tool to add symbols to existing plans. This is a powerful tool that lets you add missing materials or client requested materials to a plan. You can choose from a wide variety of designs by trade or add custom symbols. 
icon-measure-tool-esticom.png Measure Click the Measure tool to measure distance based on the plan scale. This tool generates the actual distance of a measured area.
icon-highlight-tools-esticom.png Highlight Click the Highlight tool to highlight an area of the plan. You can point and click on the area that you want to highlight and drag it to complete.
icon-note-tool-esticom.png Note Click the Note tool to add notes on the plan. 
icon-task-tool-esticom.png Task Click the Task tool to add and assign tasks on the plan.
number3.png Bottom Toolbar
Icon Tool Description
icon-show-grid-esticom.png Show Grid Click the Show Grid icon to add overlayed grids to the plan. The specialised grids are customisable depending on needs. This tool is useful for fire safety planning since you can efficiently add fire sprinklers and other related materials.
icon-show-legend-esticom.png Show Legend Click the Show Legend icon to add a legend to the plan indicating the material name and individual count of each material.
icon-takeoff-settings-esticom.png Takeoff Settings Click the Takeoff Settings icon to configure display settings for the takeoff. 
icon-zoom-in-esticom.png Zoom In Click the plus icon to zoom in on the plan. 
icon-zoom-out-esticom.png Zoom Out Click the minus icon to zoom out on the plan.