Start Takeoff from Existing Project Estimate

OBJECTIVE

To start a Takeoff from an existing Project 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 START A TAKEOFF FROM AN EXISTING PROJECT ESTIMATE

1. Navigate to the desired project via the Left Sidebar 
2. Select the Takeoff category 
3. Upload Sheets to Takeoff, if you haven't already
4. Click on a Takeoff Sheet to open it
   1. The Get Your Takeoff Started window will open
   
5. Choose Start from Existing Project Estimate 
6. Click Next
   1. The Takeoff Sheet will update with the Estimate Categories on the right sidebar
   
7. Click on an Estimate Category to begin a Takeoff in
   1. This will expand the Category to show its Subcategories
   
8. Choose the Subcategory to begin a Takeoff in
9. Click the green Start New Takeoff button
   
   1. This will open the Start New Takeoff window
   
10. In the Takeoff Details tab:
    1. Select the Measurement Type and Color from the dropdown menus
    2. Select the Measurement Shape
    3. Name the Takeoff and enter a Description (optional)
11. Click Next Step
12. In the Add Costbook Items tab, click the Open Items Database button to begin assigning Costbook Items 
    
    1. This will open the Choose Items to Assign to this Takeoff window
13. Select the desired Costbook from the dropdown menu and begin choosing Costbook Items
    1. If the desired Costbook Item doesn't exist, click the Add Item button to create new Items
    
14. Once all the desired Costbook Items are selected, click the blue Add Item to Takeoff button 
    
15. Click the green Start Measuring button
    
    1. This will open the Set Calibration for this Sheet window
16. Set Sheet Calibration

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.