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Set the Drawing Scale for 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

To set the Drawing Scale of uploaded drawings to create estimates in the Bid Board or Estimating tool.

Background

By default, when viewing uploaded drawings to create estimates, the drawing scale is not configured. Setting up the drawing scale is imperative, since it determines the measurement between the plan and actual project. When configuring drawing scale for uploaded drawings, you can choose to use common scales or set the scale manually.

Things to Consider

Prerequisites

  • When using the Estimating tool, you must upload drawings.
    Note: Drawings for Bid Board have already been added by the solicitor.

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. Next to 'Drawing Scale' click Not Defined Yet.
  4. You can choose between using common scales or manually set the scale. Follow the relevant steps for your preference below:
To Use Common Scales
  1. Click the Common Scales option.
  2. Click the drop-down menu to select the relevant scale.

    drawing-common-scales.png
     
  3. Click Apply for This Drawing. 
    Note: If you want to apply the same scale for all plans, mark the checkbox next to Apply this scale to multiple drawings. 
  4. Optional: If you need to change the scale later, click the link next to 'Drawing Scale' to return to the Drawing Scale options. 
To Manually Set Scales 
  1. Click the Manually Set Scale option.

    manually-set-drawing-scale.png
     
  2. Click Manually Measure:
    This enables the reference line setting on the plan.
  3. Draw a reference line on the plan by clicking a point for the start and end of the distance. 
  4. Enter the known length of the distance in the feet (ft) and inches (in) fields.
  5. Click Save to apply the plan scale.
  6. Review the configured plan scale and click Apply for This Drawing.
    Note: If you want to apply the same scale for all plans, mark the checkbox next to Apply this scale to multiple drawings. 
  7. Optional: If you need to change the scale later, click the link next to 'Drawing Scale' to return to the Drawing Scale options. 

See Also