Introduction
If you want to adjust your takeoff without losing all the work you've done, there's a simple solution. Builders often need to create different versions of a takeoff for the same project, either to expand or reduce the project scope. For instance, you might start with a takeoff that includes both the kitchen and bath, but if the customer’s budget only allows for the kitchen, you’ll need a version that reflects just that. Making changes to a single takeoff can permanently remove important information you may want to reference in the future, but with this pro tip you can manage multiple versions without affecting the original.
Pro Tip at a Glance
Duplicate your project to carry over all the takeoff data from the original. This allows you to make variations or edits on the copy without impacting the original takeoff. This method is also useful for production builders working on model plans / standard plans with slight variations.
How to Implement the Pro Tip
Follow these steps to efficiently manage project variations:
Step 1: Locate the project you want to duplicate in your job management list.
Step 2: Use the "Duplicate Project" option to create a copy of the original project.
Step 3: Open the duplicated project and make the necessary changes or variations.
Common Questions
Q: Will duplicating a project copy everything from the original?
A: Yes, all takeoff data, including measurements and annotations, will be carried over to the duplicated project.
Q: Can I rename the duplicated project to keep track of versions?
A: Absolutely, renaming the duplicated project is a great way to keep your versions organized.