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Manage Takeoffs

 For Procore customers in the United States

flag-us.png  When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options. 

  • To learn the differences: Show/Hide      
    • This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Construction Takeoff and Estimating. These dictionaries are available in US English only. The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options. 

      General Contractors

      English (United States) - Default


      English (Owner Terminology V2)

      Specialty Contractors

      English (Specialty Contractor Terminology)

      Bid Board Portfolio Planning Bid Board
      Due Date LOI Expiration Date Due Date
      Estimator Developer Agent Estimator
      Name Opportunity Name Name
      Total Sales Feasibility Cost Total Sales


To manage takeoffs for a project in the Bid Board or Estimating tool.


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

Things to Consider


  1. Navigate to the project's Estimating tool.
    Navigate to the company's Bid Board tool and select a project.
  2. Click the Takeoffs tab.
  3. Click the takeoff that you want to manage.
  4. View the tables below to see the actions that are available on the Takeoff page:


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 drawing. 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 drawing to compare the current drawing with. 
icon-open-esticom.png Open Click the Open icon to open the drawing in a new tab.
icon-share-esticom.png Share Click the Share icon to share the drawing through email. 
icon-download-esticom.png Download  Click the Download icon to download a PDF version of the drawing. 
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 drawing. 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 drawing. 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 Drawing Area Tool Click the Duplicate Drawing Area icon to duplicate the selected area of the drawing. After confirming the selection, a new drawing will be created.
icon-markup-cloud.png Cloud Click the Cloud tool to add callouts on a section or area of the drawing. 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 drawing. This tool works best with the Cloud Tool, which allows you to add callouts on a section or area of the drawing.
icon-symbol-stamp-tool-esticom.png Symbol Stamp Click the Symbol Stamp tool to add symbols to existing drawings. This is a powerful tool that lets you add missing materials or client requested materials to a drawing. 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 drawing scale. This tool generates the actual distance of a measured area.
icon-line-tools-esticom.png Line / Arrow / Arc Click the Line / Arrow / Arc tool to add lines, arrows, or arcs to the drawing. Hold the SHIFT key down while using a tool as needed.
icon-highlight-tools-esticom.png Highlight Click the Highlight tool to highlight an area of the drawing. 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 drawing. 
icon-task-tool-esticom.png Task Click the Task tool to add and assign tasks on the drawing.
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 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.
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-ag-grid-table-filter-menu.png Takeoff Settings Click the Takeoff Settings icon to configure display settings for the takeoff and to turn Snap to points on or off.  Snap to points gives you greater control when creating objects. When enabled, this tool allows you to choose an object's anchor point and move or snap it on top of another point.
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.