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Takeoff Project's Page Navigation and Sending Files to Takeoff

PlanHub with Takeoff streamlines the estimating process for subcontractors by helping you find projects, review plans, and quickly send relevant pages to Takeoff for measurement and bidding—all from one place.

 

Reviewing Project Plans and Sending Plans to Takeoff in PlanHub

Step 1: Open the project that interests you.

Step 2: Review the project overview and details to ensure it fits your business needs.

Step 3: Click the Files tab to access project documents and plans provided by the general contractor.

 

Step 4: Use the Search box to quickly locate plans relevant to your trade or scope of work.

Step 5: Type a keyword (such as your trade or relevant spec section) into the search field to filter results.

Step 6: Select a file by clicking its name to open it in the File Viewer.

Step 7: In the File Viewer, use the Pages panel to browse and the toolbar to zoom or annotate if needed. Be sure to review each page for scope and accuracy.

Step 8: When ready, click Start Takeoff in the upper right corner of the File Viewer.

 

Step 9: Choose your scope:

  • Select All Pages to send the entire document.
  • Select Current Page to send just what you’re viewing.
  • Or use Select Pages to pick specific pages.

Step 10: Confirm your selection, then click Start Takeoff to send plans directly to the Takeoff tool.

Step 11: Your chosen pages open in a new Takeoff tab. Begin measuring and building your bid quantities using the available tools.

Managing Takeoff Projects and Importing External Files

Efficiently manage your list of takeoff projects and add new ones—even from outside PlanHub.

Step 1: Go to the Takeoff page to see all projects you or our team have added to takeoff.

Step 2: Use the available filters and search bar to find projects by name, status, or other criteria.

Step 3: Review the column headers for details like project name, Takeoff status, Project type, dates, and attached file counts.

Step 4: Click a project to open its details or access its takeoff files. Update the Takeoff Status to keep your team informed.

Step 5: Use the Actions menu to manage projects: hide, open details, or open that project's takeoff.

Step 6: Expand a project to see its files and recent activity.

Step 7: Use the file Actions menu to open files in Takeoff or download as needed.

Step 8: To bring in an outside project, click Import Project in the upper right.

Enter the project name, set the bid due date, and upload PDF plans.

Add any optional information your team might need, such as Project Details and General Contractor information.

Step 9: Click Import to add your project and its files to Takeoff.

Start exploring your projects in PlanHub, review each plan, and send only the pages you need to Takeoff. Enjoy a faster, more organized estimating workflow.

Troubleshooting