Manage Takeoffs

Objective

To manage takeoffs for a project in Procore Estimating.

Background

The Takeoff page of the Estimating tool is where you can add and manage a wide variety of takeoffs for different trades. Procore Estimating offers advanced features to help manage takeoffs with ease. The Tool Pallet helps optimize your takeoff experience with its advanced yet straightforward functionality.

Things to Consider

Required User Permissions:
- 'Standard' or 'Admin' level permissions to the project's Estimating tool.
Additional Information:
- Before starting a material count, make sure that the drawing scale is properly configured. See Set the Drawing Scale for Takeoffs.
- To see steps for all takeoff types, see Add Takeoffs.

Steps

Navigate to the project's Estimating tool on app.procore.com.
Note: The Estimating tool automatically opens to the Takeoff page.
On the Takeoff page, click the takeoff that you want to manage.
View the tables below to see the actions that are available on the Takeoff 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 drawing. Select the item or material using the Edit or Multiselect tool, then click Delete.
	Compare	Click the Compare icon to select another drawing to compare the current drawing with.
	Open	Click the Open icon to open the drawing in a new tab.
	Share	Click the Share icon to share the drawing through email.
	Download	Click the Download icon to download a PDF version of the drawing.

Tool Pallet

Icon	Tool	Description
	Edit / Selection	Click the Edit / Selection tool to select single items from the drawing. 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 drawing. 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 Drawing Area Tool	Click the Duplicate Drawing Area icon to duplicate the selected area of the drawing. After confirming the selection, a new drawing will be created.
	Cloud	Click the Cloud tool to add callouts on a section or area of the drawing. 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 drawing. This tool works best with the Cloud Tool, which allows you to add callouts on a section or area of the drawing.
	Symbol Stamp	Click the Symbol Stamp tool to add symbols to existing drawings. This is a powerful tool that lets you add missing materials or client requested materials to a drawing. 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 drawing scale. This tool generates the actual distance of a measured area.
	Line / Arrow / Arc	Click the Line / Arrow / Arc tool to add lines, arrows, or arcs to the drawing. Hold the SHIFT key down while using a tool as needed.
	Highlight	Click the Highlight tool to highlight an area of the drawing. 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 drawing.
	Task	Click the Task tool to add and assign tasks on the drawing.

Bottom Toolbar

Icon	Tool	Description
	Show Grid	Click the Show Grid icon to add overlayed grids to the drawing. 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.