Using formulas to calculate item takeoff quantities (Assembly takeoff)

  1. In the variable pane, enter a value for each variable.

  2. Click the Add Pass button.

    If the assembly contains a select-at-takeoff item, the Item List displays so you can select the appropriate item for the assembly.

    If the assembly contains an item table, Sage Estimating (SQL) inserts the appropriate item from the table into the takeoff grid based on the values you entered for the variables used by the table.

    Sage Estimating (SQL) uses the formula calculation assigned to the assembly to calculate the quantity for the entire assembly. It uses the formula or factor calculation assigned to each item to calculate the item takeoff quantities and then displays them in the Quantity column (inside the takeoff grid).

  3. (optional) Enter another pass.

    For more information, see Adding a pass.

  4. (optional) Review each pass.

    For more information, see Pass Audit window.

Note: If necessary, you can:

  • Undo the last pass.

    On the Assembly Takeoff window, click the Undo Pass button. The Sage Estimating (SQL) software removes the last pass you added to the assembly. You can undo multiple passes.

  • Replace a pass.

    1. In the list of passes on the Assembly Takeoff window, select the pass you want to replace. The dimensions for that pass display in the Variable pane.
    2. Move the cursor to the Variable pane and edit the dimension values you want to change.

    3. Click the Replace Pass button.

      Sage Estimating (SQL) creates two passes labeled:

      • Reversing pass <original pass number>
        This pass reverses the original pass from the estimate. It has the same dimension values as the original pass, but its Quantity equals -1.
      • Replacing pass <original pass number>
        This pass replaces the original pass in the estimate.

      Sage Estimating (SQL) labels the original passPass replaced by <new pass number>.

      Sage Estimating (SQL) calculates the new takeoff quantities and adds them to the existing quantities.

  • Enter notes about a pass.

    1. In the list of passes on the Assembly Takeoff window, select the desired pass.
    2. Click The Notes button.
    3. Enter the notes, and then click [OK] to close the Notes window.

    The notes print on the Takeoff Audit report if the Print dimensions option is selected. You can also see the notes when reviewing assemblies in the Assembly Takeoff window; click on a pass in the list to see the notes in a pop-up window.