Start Takeoff from Scratch

OBJECTIVE

To start a Takeoff from Scratch

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 SCRTACH

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 Scratch
6. Click Next
   1. This will open the Add Category window
   
7. Enter the Category name and Details/Notes (optional)
8. Click Create
   1. This will open the new Category 
   
9. Click Add a New Subcategory 
   1. This will open the Add Subcategory window 
   
10. Enter the Subcategory name and Details/Notes (optional)
11. Click Create
12. Click the green Start New Takeoff button
    
    1. This will open the Start New Takeoff window
    
13. 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)
14. Click Next Step
15. 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
16. 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
    
17. Once all the desired Costbook Items are selected, click the blue Add Item to Takeoff button 
    
18. Click the green Start Measuring button
    
    1. This will open the Set Calibration for this Sheet window
19. 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.