Performing item takeoff

To perform item takeoff:

1. Open the Item Takeoff window:

   • On the ribbon, from the Takeoff group on the Takeoff tab, click Item.
   • In classic view, click Takeoff > Item Takeoff or click on the toolbar.

2. Select an item and take it off. For more information, see Choosing items for takeoff.

   If you have formulas assigned to your takeoff items, Sage Estimating (SQL) displays the variables (dimensions and specs) for them in the variable pane.

3. Enter or calculate the item takeoff quantities. For more information, see Specifying takeoff quantities.

   To calculate quantities you can:

   • Use formulas.

     For more information, see Using formulas to calculate item takeoff quantities.

   • Use the calculator.

     For more information, see Using the calculator to calculate the takeoff quantity for an item.

   To make adjustments to items in the takeoff grid, you can:

   • Change an item description.

     1. To edit the item description, double-click the item Description cell.

        To replace the item description, click the item Description cell once.

     2. Change the description.

   • Change item details.

     1. Click the item you want to change.

     2. Open the Detail window

        • On the Home tab, from the Estimate Views group, click Details.
        • In classic view, click View menu > Detail Window.

        Item information is organized on tabs.

        Tip: Drag the bottom border of the window downward to display additional item information, such as Location, Waste percentage, and Sequence number.

     3. Click the tab containing the details you want to change.

     4. Make changes as needed.

        For more information, click on the toolbar and then click a field or button.

     5. Click [OK].

     6. To display information in the Detail window for another item, simply click the item.

   • Delete an item from the grid.

     1. In the takeoff grid, click the right mouse button on the item's line number.
     2. Select Delete Row from the shortcut menu.

   • Save the items as an assembly.

     For more information, see Saving items as an assembly.

   • Generate items to the spreadsheet by clicking [OK].