Add Takeoffs
Objective
To add takeoffs for a project in Procore's Bid Board or Estimating tool.
Background
A takeoff extracts quantities from a drawing or model and associates with items in your cost catalog to create estimates. Using the Takeoffs tab in Procore's Estimating or Bid Board tool, you can add and manage a wide variety of takeoffs for different trades.
Things to Consider
- Required User Permissions for the Bid Board tool.
- Required User Permissions for the Estimating tool.
- Before starting a takeoff, make sure that the plan scale is properly configured. See Set the Drawing Scale for Takeoffs.
- Premium features with the star
icon are only available for paid Procore customer accounts.
Video
Steps
- Navigate to the project's Estimating tool.
OR
Navigate to the company's Bid Board tool and select a project. - Click the Takeoffs tab.
- Click Create New Takeoff Layer.
- Enter a material name, or click Browse Catalog to select an item from the material Cost Catalog.
Note: If you select a material from the catalog, always check to make sure that it matches the client’s specification and unit prices. - Select a Measurement Type.
- Select Unit of Measurement, Color, Symbol, and Line Width as necessary for your measurement.
- Click Create to initiate 'Drawing Mode'. Then follow the steps below for the relevant takeoff:
- Count Measurements
- Run Auto Count to count similar symbols using Procore advanced symbol recognition feature.
OR - On the drawing, click each symbol to manually count it in your takeoff.
- Run Auto Count to count similar symbols using Procore advanced symbol recognition feature.
- Linear or Count by Distance Takeoffs
- On the drawing, point and click the cursor at the starting point of the measurement and repeat it by segment until you reach the endpoint of the linear measurement.
Note: Add multiple points or segments to accommodate the preferred linear measurement.- To delete a segment, press the BACKSPACE or DELETE key on your keyboard. To delete the entire line placement, press the ESC key on your keyboard.
- A linear measurement will appear:
- Double-click to complete the measurement.
The measured distance value will appear under the takeoff name.
- Double-click to complete the measurement.
- On the drawing, point and click the cursor at the starting point of the measurement and repeat it by segment until you reach the endpoint of the linear measurement.
- Area or Volume Takeoffs
- Run Auto Area Takeoff to automatically detect areas in a floor plan.
OR - To manually measure, click the starting point of the area followed by different points to cover the area that you want to measure on the drawing.
- To delete a point, press the BACKSPACE or DELETE key on your keyboard. Delete multiple points by pressing the BACKSPACE key one point at a time. To delete the entire measured area, press the ESC key on your keyboard.
- Double-click to complete the measurement. The selected area will be highlighted by the selected color, and the measured area will appear under the takeoff name.
- Optional: You can add additional parameters for the takeoff to add more detail for the set on the estimate.
- In the list of takeoffs, click the vertical ellipsis
icon for the takeoff you are working on.
- Click Additional Parameters.
- Click the toggle
ON for a parameter that you want to add details for.
- Enter information as necessary.
- Click Close
- In the list of takeoffs, click the vertical ellipsis
- Run Auto Area Takeoff to automatically detect areas in a floor plan.
- Count Measurements