Send Takeoff Data to Estimate

OBJECTIVE

To send Takeoff Data to your Estimate

BACKGROUND

Manage your jobs efficiently with real-time collaboration based on the most up-to-date information available. Give everyone on your team - from foremen to architects to subs - centralized project plans, tasks, documents and more. Redline™ Planroom gives you the tools you need to connect office and field, so you can build better, faster and smarter.

THINGS TO CONSIDER

• Company users must have a license to access Redline Takeoff.
• Review the Redline Sheet Requirements to ensure your plans are scanned correctly.

STEPS TO SEND TAKEOFF DATA TO ESTIMATE

1. Navigate to the desired project via the Left Sidebar 
2. Select the Takeoff category 
3. Click on the desired Sheet 
   1. The Sheet will open in a new tab
4. Click the green Send to Estimate button at the top right of the page
   
   1. This will open the Send Takeoff Data to the Estimate button
   
5. Choose if you want to  aggregate any identical costbook items or show them as separate line items within their respective estimate subcategories
6. Click Send Takeoff Data to the Estimate
   
   1. Once the Takeoff Data has successfully sent, the Takeoffs Sent to Estimate window will open
   

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQs) about Redline Takeoff can be found in the article FAQ: Redline Takeoff. 
• If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.