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How to Use Takeoff: A General Overview

This article will provide you with a clear overview of Takeoff and learn how to navigate its essential tools. It brings clarity and organization to your construction planning and bidding workflow. Here’s how to navigate the takeoff feature and make the most of its tools.

 

Step 1: Navigate to Takeoff from the Main Panel

After logging into your account, look for the main panel on the left side of the screen. Click on the Takeoff option.

Step 2: Explore the Takeoff Window

You’ll see the takeoff dashboard. At the top, use the Keyword Search Bar to find projects by name, and apply filters using the Filters pop-up for more specific searches.

Step 3: Review Project Details

Browse through columns showing the Project Name, Takeoff Status (set via the dropdown), Project Type (planHub or Imported), Created Date, Bid Due Date, and the number of Files for each project. Click the arrows next to each header to sort your project order pertaining to each column.

Step 4: Expand Projects to View More

Click the expansion arrow for a project to see its files list and access the View Project Details option at the bottom.

Step 5: Use the Actions Menu for Projects and Files

On each project row, click the three dots on the right for the actions menu. Hide, view, or open files in takeoff. Select the Action menu at the end of the project name row to open all files in Takeoff.

Step 6: Import a New Project

To import a project, click the Import Project button in the upper right corner. Fill out the project name, bid due date, and upload PDF files. Next, add project and general contractor details, then click on Import to import the project.

Step 7: Open and Work within a Project

Select a project to view in Takeoff by clicking on the name to enter its takeoff page. The top tabs allows you to switch between the project plans, project measurements list, project estimates, cost items, and assemblies.

Step 8: Navigate Your Takeoff Workspace

  • On the left: View and name your Plan Sheets.

  • Center: Examine the currently selected plan sheet to begin your measurements.

  • Right: Access the Measurements panel showing your recorded measurements.

Step 9: Organize Measurements with the Library

In the measurements panel, create folders using the folder-plus icon. Right-click folders to rename or move measurements into them—organize your work for quick reference and reuse.

Step 10: Collapse and Expand Panels as Needed

Click the green arrow on either side to collapse or expand the Plan sheet and Measurements panels. Click the green arrows to reopen side panels and lock them in place. Enter full screen from the center toolbar, and exit using the Escape key or from the X that appears when moving the cursor to the top of the screen.

Step 11: Help Button

If you have questions about Takeoff, click the Help button in the top-right corner for assistance.

By using PlanHub’s Takeoff tools, you can efficiently organize projects, track statuses, and access files all in one place, helping your team stay aligned and productive. For additional assistance with navigating Takeoff, schedule your one on one Takeoff training by clicking HERE.