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
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 take off an assembly:
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Open the Assembly Takeoff window:
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On the ribbon, from the Takeoff group on the Takeoff tab, click Assembly.
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In classic view, click Takeoff > Assembly Takeoff, or click
on the toolbar.
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Select an assembly and take it off. (For more information, see Choosing an assembly for takeoff.)
If you use formulas in your assemblies, Sage Estimating (SQL) displays the variables (dimensions and specs) for the assembly in the variable pane.
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(optional) Change the assembly description in the variable pane.
For more information, see Changing the assembly description in the variable pane.
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Enter or calculate a takeoff quantity for the item.
For more information, see Specifying takeoff quantities for items in an assembly.
To calculate quantities, you can:
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Use formulas.
For more information, see Using formulas to calculate item takeoff quantities.
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Use the calculator.
For more information, see Using the calculator to calculate the takeoff quantity for an item.
To customize a variable for use in this assembly only, set up an assembly-specific variable. (For more information, see Setting up an assembly-specific variable.)
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(optional) Enter another pass.
For more information, see Adding a pass.
- Review the items in the takeoff grid. If necessary, you can:
Change an item description.
For more information, see To change the item description in the takeoff grid.
Change item details.
For more information, see Using the Detail window to change.
Add an item to the assembly.
For more information, see Adding an item to an assembly during takeoff.
Delete an item from the grid.
For more information, see To delete items from the takeoff grid.
Substitute an item in the grid.
For more information, see Substituting an item in the takeoff grid.
Adjust assembly productivity.
For more information, see Adjusting productivity for an assembly.
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When you are ready to generate the assembly to the spreadsheet, click [OK] in the Assembly Takeoff window.