Introduction
The Takeoff Report is a fundamental feature to export quantities and unit prices of your basic measurements. This report allows users to export into either an Excel or HTML file, making it highly versatile for both internal and external use. In this guide, we’ll explore how to generate, customize, and export a Takeoff Report, ensuring you can efficiently manage your project estimates.
Key Highlights:
Basic Functionality: The Takeoff Report delivers quantities of measurements and their unit prices, applicable across all tools (area, linear, count) used in the software.
Export Flexibility: The report can be exported into Excel or HTML formats, providing options for further customization or immediate sharing.
Grouping Options: Users can group report data by name, description, or both, offering consolidated grouping options
Assembly Measurements: When using Assembly measurements, the parent measurement of the assembly can be used into the takeoff report. Whereas the parts of the assembly will be exported into the Estimate report.
Step-by-Step Instructions:
Applying a Basic Measurement:
Begin by selecting the measurement type (e.g., area, linear, count) from the top of your screen.
Title your measurement accordingly. For example, if you’re calculating the cubic yards of concrete for a garage floor, title it "Garage Floor Cubic Yards."
Specify the area type and depth in inches (e.g., 6 inches for a concrete pour).
Assign a unit price (e.g., $110 per cubic yard) and select a standout color for visibility.
Start the measurement by left-clicking on the desired points on your plan. Use the F2 hotkey for Ortho mode, which helps keep lines straight.
Once completed, the software will calculate the total quantity (e.g., 17.59 cubic yards) and multiply it by the unit price to provide a total cost.
Exporting the Takeoff Report:
Navigate to the Reports tab at the top of your screen and select Takeoff Report.
Choose your preferred file format: HTML or Excel.
Decide how you want to group the data—by name, description, or both.
You can export all pages or just the selected document (current page).
Review the generated report, which will display your measurements, quantities, and total prices.
Understanding Assembly Measurements:
If you've applied assembly measurements the parent measurement like "257.19 linear feet" can be exported in the takeoff report. You will need to assign the "price per unit" within the assembly details.
To adjust the unit prices of your assembly measurements, double-click on the assembly and update the cost per linear foot, square foot, etc.
Grouping and Exporting by Name:
For consolidated insights, group your measurements by name in the Takeoff Report.
This allows you to aggregate total quantities (e.g., all "Interior Walls") across multiple pages into a single line item.
Measurement names and/or descriptions must match in order to be grouped together.
Export the report to either HTML or Excel to view the grouped data.
Common Questions:
Can I export multiple measurements in one report?
Yes, you can export all your measurements at once by selecting the "Export All" option in the Takeoff Report.
What’s the difference between grouping by name and by description?
Grouping by name consolidates measurements with the same title, while grouping by description includes more detailed breakdowns.
How do I adjust the prices for assembly measurements?
Double-click on the assembly in your project, update the price per unit, and re-export the Takeoff Report to reflect the changes.
What is the difference between the Takeoff Report and the Estimate Report?
The Takeoff Report provides a basic overview of measurement values along with their corresponding unit prices. It's designed to export simple measurement data and costs per unit. In contrast, the Estimate Report is specifically tailored for assemblies and parts, offering a detailed breakdown of materials, labor, and other components. While the Takeoff Report is used for summarizing basic measurements and costs, the Estimate Report delves into the specifics, giving a comprehensive view of all elements involved in the project.