Add or Manage Takeoffs in the Bid Board Tool

Objective

To add or manage takeoffs within the Bid Board tool in Procore.

Background

The Takeoff tab within the Bid Board tool offers the same functionality as the Estimating tool within a Procore project, but it can be used by anyone with 'Read Only' level permissions or higher to the Company level Bid Board tool. The Takeoff tab offers advanced features to help manage team members add and manage takeoffs with ease.

Things to Consider

Required User Permissions
- 'Read Only' level permissions or higher to the Company level Bid Board tool.

Steps

Navigate to the Bid Board tool in Procore.
Open the relevant project and click the Takeoff tab.

Click to jump to the relevant steps below:

Add Count Takeoffs
Add Linear Takeoffs
Add Area or Volume Takeoffs
Manage Takeoffs

To Add Count Takeoffs

Click Add Takeoff.
Complete the following information:
- Material Name: Enter a material name, or click Catalog to select an item from the material catalog.
  Note: If you select a material from the catalog, always check to make sure that it matches the client’s specification and unit prices.
- Measurement Type: Click the drop-down menu and select Count as the measurement type.
- Symbol: Click the drop-down menu to select a symbol that you want to use for the counts.
- Size: Click the drop-down menu to select a size.
- Color: Click the drop-down menu to select a color.
Click Add to Plan.
Note: After adding the material, an indicator will be displayed that it is now active and ready for use. You will be able to choose from manually counting materials, or 'Auto-Count', which automatically counts similar symbols using Procore Estimating's advanced symbol recognition feature.

To Use Auto-Count

The Auto-Count feature in Procore Estimating' automatically counts similar symbols based on your selection. This method provides a faster way of counting materials with precision.

Click Auto-Count.
Draw a rectangle around the symbol that you want counted automatically:
- Click to start drawing the rectangle, and click again to confirm the selection.
  Note: If you want to draw the rectangle again, click the x icon.
Click the checkmark icon to confirm the selection and continue with the auto-count.
Select one of the following options for where you want to run the auto-count:
- Run on All Plans: The auto-count will be run on all plans within the project.
- Run on Active Plan Only: The auto-count will only be run on the plan that is currently selected.
- Manually Select Plans to Run On: The auto-count will be run on only the plans that you select. If using this option, mark the checkboxes next to the plans you want to include.
Click Run Auto-Count.
Symbol matches and possible matches are displayed for verification. Review the selections:
- In the 'Matches' section, check to see if all the symbols match. If not, click on the match to deselect the symbol.
- In the 'Possible Matches' section, check to see if any other symbols match the selected one.
- If you want to clear or select all selections in the Matches or Possible Matches sections, click Clear Selection or Select All.
When you are finished reviewing the auto-count results, click Save & Close.
The selected symbols will be marked and counted. The counted number of materials will appear under the takeoff name.

To Add Linear Takeoffs

Click Add Takeoff.
Complete the following information:
- Material Name: Enter a material name, or click Catalog to select an item from the material catalog.
  Note: If you select a material from the catalog, always check to make sure that it matches the client’s specification and unit prices.
- Measurement Type: Click the drop-down menu and select the Linear measurement type.
- Line Width: Click the drop-down menu to select a line width.
- Color: Click the drop-down menu to select a color.
Click Add to Plan.
Note: After adding the material, an indicator will be displayed that it is now active and ready for use. This takeoff should be selected (and highlighted in blue) before starting to plot the segments.
On the Active Plan pane, point and click the cursor to the Starting point of the measurement and repeat it by segment until you reach the Endpoint of the linear measurement.
Note: Add multiple points or segments to accommodate the preferred linear measurement.
- To delete a segment, press the BACKSPACE or DELETE key on your keyboard. To delete the entire line placement, press the ESC key on your keyboard.
A linear measurement will appear:
- Double-click to complete the measurement.
  The measured distance value will appear under the takeoff name.

To Add Area or Volume Takeoffs

Click Add Takeoff.
Complete the following information:
- Material Name: Enter a material name, or click Catalog to select an item from the material catalog.
  Note: If you select a material from the catalog, always check to make sure that it matches the client’s specification and unit prices.
- Measurement Type: Click the drop-down menu and select the Area / Volume measurement type.
- Color: Click the drop-down menu to select a color.
Click Add to Plan.
Note: After adding the material, an indicator will be displayed that it is now active and ready for use. This takeoff should be selected (and highlighted in blue) before starting to plot the segments.
On the 'Active Plan' pane, click the starting point of the area followed by different points to cover the area that you want to measure.
- To delete a point, press the BACKSPACE or DELETE key on your keyboard. Delete multiple points by pressing the BACKSPACE key one point at a time. To delete the entire measured area, press the ESC key on your keyboard.
Double-click to complete the measurement. The selected area will be highlighted by the selected color, and the measured area will appear under the Take-Off name.
Optional: If you need to indicate the depths and thickness (such as for concrete slabs), you can specify the volume using the method below:
1. Follow the same steps above.
2. In the 'Created Takeoffs' list, find the takeoff that you want to update.
3. Click the vertical ellipsis icon on the takeoff.
4. In the Height (ft) field, enter the appropriate value.
  The 'Result' field will be updated and the unit type will change from Square Foot to Cubic Foot.
5. Click Close.

To Manage Takeoffs

Click the takeoff that you want to manage.
View the tables below to see the actions that are available on the Take-Off page:

Top Toolbar

Icon	Tool	Description
	Copy	Click Copy to copy the current selection to the clipboard.
	Paste	Click Paste to paste a selection that has been copied to the clipboard.
	Move to New Takeoff	Click Move to New Takeoff to move selected items to another takeoff.
	Delete	Click Delete if you want to delete selected items or materials on the plan. Select the item or material using the Edit or Multiselect tool, then click Delete.
	Compare	Click the Compare icon to select another plan to compare the current plan with.
	Open	Click the Open icon to open the plan in a new tab.
	Share	Click the Share icon to share the plan through email.
	Download	Click the Download icon to download a PDF version of the plan.

Tool Pallet

Icon	Tool	Description
	Edit / Selection	Click the Edit / Selection tool to select single items from the plan. When an item is selected, you are able to edit, move, or delete it.
	Multiselect	Click the Multiselect tool to select multiple items from the plan. When these items are selected, you are able to edit, group, move, or delete them
	Undo	Click the Undo icon if you want to undo the last action.
	Duplicate Plan Area Tool	Click the Duplicate Plan Area icon to duplicate the selected area of the plan. After confirming the selection, a new plan will be created.
	Cloud	Click the Cloud tool to add callouts on a section or area of the plan. This is useful if you want to add notes, descriptions, feedback, and suggestions to your clients. This tool best works with the Annotation Tool, which allows you to add characters to the call outs.
	Annotation	Click the Annotation tool to create annotations, labels, notes, descriptions, suggestions, and feedback on materials or areas of the plan. This tool works best with the Cloud Tool, which allows you to add callouts on a section or area of the plan.
	Symbol Stamp	Click the Symbol Stamp tool to add symbols to existing plans. This is a powerful tool that lets you add missing materials or client requested materials to a plan. You can choose from a wide variety of designs by trade, or add custom symbols.
	Measure	Click the Measure tool to measure distance based on the plan scale. This tool generates the actual distance of a measured area.
	Highlight	Click the Highlight tool to highlight an area of the plan. You can point and click on the area that you want to highlight, and drag it to complete.
	Note	Click the Note tool to add notes on the plan.
	Task	Click the Task tool to add and assign tasks on the plan.

Bottom Toolbar

Icon	Tool	Description
	Show Grid	Click the Show Grid icon to add overlayed grids to the plan. The specialized grids are customizable depending on needs. This tool is useful for fire safety planning since you can efficiently add fire sprinklers and other related materials.
	Show Legend	Click the Show Legend icon to add a legend to the plan indicating the material name and individual count of each material.
	Takeoff Settings	Click the Takeoff Settings icon to configure display settings for the takeoff.
	Zoom In	Click the plus icon to zoom in on the plan.
	Zoom Out	Click the minus icon to zoom out on the plan.