Configure Your View for Takeoffs

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Objective

How to configure your view when creating and managing takeoffs.

Background

On the takeoff tab, you can configure how takeoff measurements appear on drawings, whether or not to show mark up, add grids, zoom in, and more.

Things to Consider

Required User Permissions for the Bid Board tool.
Required User Permissions for the Estimating tool.
Required User Permissions for the Portfolio Planning tool.

Steps

Navigate to the Bid Board or Portfolio Planning tool and select the project.
OR
Navigate to the project's Estimating tool.
Locate the toolbar to configure your view.
- Takeoff Display Settings
- Toolbar Actions

Takeoff Display Settings

Click the display settings icon.
- Takeoff Display Settings
  - Move the toggle to the ON position to display the takeoff measurements on the drawing.
- Mark Up Layer Display Settings
  - Move the toggle to the ON position to display mark up.
- Point Snapping
  - Move the toggle to the ON position to enable Snap to points. Snap to points give you greater control when creating objects. When enabled, you can choose an object's anchor point and move, or snap, it on top of another point.

Toolbar Actions

Icon	Tool	Description
	Show Grid	Click the Show Grid icon to add overlayed grids to the drawing. The specialized grids are customizable depending on needs. This tool is useful for fire safety planning since you can efficiently add fire sprinklers and other related materials.
	Show Legend	Click the Show Legend icon to add a legend to the plan indicating the material name and individual count of each material.
	Display Settings	Click the Display Settings icon to configure display settings for the takeoffs on drawings.
	Zoom In	Click the plus icon, or move the slider to zoom in on the plan.
	Zoom Out	Click the minus icon, or move the slider to zoom out on the plan.

See Also