Estimates & Proposals

Applying an Assembly to a Takeoff

Price a takeoff from your price book. The takeoff takes the assembly's name, and its row on the estimate worksheet picks up the pricing.

Steps

In the takeoff viewer, start a takeoff or select one in the Takeoffs tab so the Measure panel is open on the right.
Pick an assembly from the Assembly dropdown. The takeoff is renamed to the assembly's name.
Open the ESTIMATES tab. The takeoff's row fills in the assembly's labor and material rates, pricing methods, waste, and its CSI code (the assembly's own, else its section's).

•The unit has to match what the takeoff measures: EA assemblies go on counts, LF on lines, linears, and Linear with Drop, SF on areas and Surface Area, and CY on Volume by Area and Volume by Length (volumes are measured in cubic yards, so a per-CF price needs converting to per CY, times 27). A mismatch is blocked with an explanation.
•An hourly or per-each rate arrives as Per Qty, so enter the hours or quantity on the worksheet row.
•Each time you apply an assembly, or apply it again, the row's labor, material, waste, and pricing methods are filled from it (and its CSI code, when the new assembly or its section has one), replacing what the row had. Edits you make on the worksheet afterwards stay until the next time you apply an assembly to that takeoff.
•Choose No assembly to take it off; the takeoff gets its earlier name back. Rates already on the worksheet stay until you change them.
•Editing an assembly later does not change takeoffs or estimates already priced with it.
•No assemblies yet? Create them under Assemblies in the Workspace menu, or save an estimate row as one.