How To Import A Project To Takeoff

How a Supplier with PlanHub's Takeoff tools can import their own project files.

As a Supplier using PlanHub's Takeoff tools, you may need to add your own files to a Takeoff project so you can work up a material estimate. 

To do this you will need to import the project to Takeoff. Start by navigating to the Takeoff + Estimation page in your PlanHub account. 

Only you and your team can see your imported projects. 

Next, click "Import Project".

 

In the popup window, fill in all required fields (marked with a red star or asterisk) and any applicable fields that will help you stay organized.

Upload your the documents including the Plan you wish to send into Takeoff 

Takeoff file requirements:

  • Files must be in PDF format
  • Files must be uploaded from unzipped folders 
Click on the Add Button 

 

Click on the project name in the list 

 

You will be taken to a list of the files you have added. Click on "Export to Takeoff" for the document you wish to send to Takeoff. 

 

Once the export is complete the Takeoff will automatically open in a new tab. Select the page you wish to work on in the Pages menu to the left, set your Scale and start your Takeoff. 

Use the "Help" button or go to the Takeoff section of the Knowledge Base to learn more about the Takeoff tools