This guide provides a navigational guide to the Takeoff page and a step-by-step process for adding project files into takeoff from both PlanHub project leads and Imported project leads using the Subcontractor 2.0 platform.
1. Navigate to your PlanHub account.
In the menu bar to the left, you can Click on "Takeoff" to view a list of all project leads you have added to the Takeoff tools.
2. Use the search field to search for projects that you have pushed into takeoff by name.
3. In the list of Projects in the Takeoff page you can open the documents in Takeoff by expanding the document list.
4. To open the takeoff for a project file click the "Open in Takeoff" button.
5. If you have many takeoffs you can scroll through the pages using the arrows or the number field.
6. To access the Project Details for a particular project click on the project name.
7. To add your project and documents from your desktop or locally sourced (non-PlanHub provided documents) to Takeoff, navigate to the Takeoff page, in the menu to the left, click "Import Project".
8. Fill in the project information and click "Next".
Note: the red asterisks (*) indicate required fields.
9. Drag and drop your files or click the "Browse" field to add your plans and documents from your desktop.
Then click "Next"
10. Fill in the Contractor information and click "Create".
11. You can also access or send project files into the takeoff in the project details page by clicking on the "Project Files" icon.
12. Click the "Start Takeoff" icon or the "Exported to Takeoff". If not already exported the takeoff will export and then open up in a new tab.
13. If you would like to preview the document before you send it to takeoff click the "File Viewer" icon.
14. In the File Viewer, once you have found the pages you desire to send to takeoff or if you wish to send the full file, click "Send to Takeoff" in the upper right-hand corner.
15. Then select if you want to send just the page you are currently looking at (click on "Export current page") or the whole file (click "Export file").
Once export is complete click "Open in Takeoff" in the upper right-hand corner to open the takeoff.
