Learn more

Assigning items to a location, alternate, and WBS values

Choosing an assembly for takeoff

Customizing an assembly for this estimate

Generating items into the spreadsheet

Specifying takeoff quantities for items in an assembly

Reviewing or changing assemblies after takeoff

Sorting a list

Performing assembly takeoff

Before you start

(optional) Set a location, alternate, and work breakdown structure (WBS) for the assemblies you are going to take off using the Default Takeoff Values pane, opened in one of the following ways:

  • On the ribbon, from the Takeoff group on the Takeoff tab, click Default Values.
  • In classic view, click View menu > Item Takeoff Settings.

To perform assembly takeoff:

  1. Open the Assembly Takeoff window:

    • On the ribbon, from the Takeoff group on the Takeoff tab, click Assembly.

    • In classic view, click Takeoff > Assembly Takeoff, or click on the toolbar.

  2. Select an assembly and take it off. How?

    If you use formulas in your assemblies, Sage Estimating displays the variables (dimensions and specs) for the assembly in the variable pane.

  3. (optional) Change the assembly description in the variable pane. How?

  4. Enter or calculate a takeoff quantity for the item. How?

    To calculate quantities, you can:

    • Use formulas. How?
    • Use the calculator. How?
    • Use ePlan Takeoff How?

    To customize a variable for use in this assembly only, set up an assembly-specific variable. How?

  5. (optional) Enter another pass. How?

  6. Review the items in the takeoff grid. If necessary, you can:
    • Change an item description. How?
    • Change item details. How?
    • Add an item to the assembly. How?
    • Delete an item from the grid. How?
    • Substitute an item in the grid. How?
    • Adjust assembly productivity. How?

  7. When you are ready to generate the assembly to the spreadsheet, click [OK] in the Assembly Takeoff window.