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Procore

Run Automated Area Takeoffs

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 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

      Owners

      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

Objective

How to use the automated area takeoff feature for takeoffs in the Bid Board or Estimating tool.

Background

Automated area takeoff uses machine learning technology to automatically detect areas in a floor plan. Instead of needing to manually trace outlines of each room while adding a takeoff, you'll be able to click once on a room to have Procore automatically detect the area.

Things to Consider

  • Required User Permissions for the Bid Board tool.
  • Required User Permissions for the Estimating tool.
  • Before starting a material count, make sure that the drawing scale is properly configured. See Set the Drawing Scale for Takeoffs.
  • Automated Area Takeoff can be used on floor plans, concrete, and roofing.
  • Since this feature uses machine learning technology, more accurate results are achieved over time. In addition, results are cached so that subsequent runs are completed faster.

Steps

  1. Navigate to the project's Estimating tool.
    OR
    Navigate to the company's Bid Board tool and select a project.
  2. Click the Takeoffs tab.
  3. Select the drawing that you want to add takeoffs to.
  4. Click the relevant takeoff, or add a new area takeoff.
  5. Click Auto Area Takeoff.

    estimating-auto-area-takeoff.png
     
  6. Select one of the following options:
    • Run on all drawings
    • Run on active drawing only
    • Manually select drawings to run on
  7. Click Continue.
  8. In the 'Processing Algorithm' column, select the type of drawing that you want to run detection on:
    • Architectural Floor Plan
    • Concrete
    • Roofing
  9. Click Run Area Detection.
  10. If you want to work on other drawings while the detection is in progress, click Run in Background.
    Note: This closes the detection window and adds a persistent 'Detecting Rooms' notification to the takeoff page. When the process is complete, the message changes to 'Rooms are Ready for Detection'. The notification can be clicked at any time to cancel the detection or review the detected rooms.
  11. After the process is complete, review the areas that you want to select as takeoffs.
    • Click on each room that you want to select.
      OR
    • Click Select All to select all rooms that were detected.
      Note: You can deselect a room if needed by clicking on it.
  12. When you are done selecting rooms, click Use Selected Takeoffs.
    This completes the takeoff.