Integration with eTakeoff Dimension

Tight integration with eTakeoff Dimension means seamless mapping of Estimating items to items in eTakeoff. When you're working on an estimate in Sage Estimating, you can quickly link a quantity cell in an estimate to a measurement in an eTakoff plan and send quantities for that measurement to the estimate with a few short keystrokes.

You can take off new, one-time items and connect them to Dimension without having to first map the items in eTakeoff Bridge. For even greater efficiency, by starting with an estimate template, you can easily update quantities for your new estimate by retrieving them from the corresponding plans in Dimension.

Notes:

While you need to have both eTakeoff Bridge and eTakeoff Dimension installed on the same computer where (Undefined variable: Names.ProductName), you do not need to have Bridge open when performing a takeoff.
For information about how to use eTakeoff Dimension, see the help for that application.

To link an item in Estimating to a trace in eTakeoff and retrieve quantities for a selected measurement:

On the Estimating spreadsheet, right-click the Takeoff Quantity cell for the item you want to take off.

Tip: Make sure you select the item, and not an overline.
From the shortcut menu, select one of the following options:
- Get Quantity from Dimension. You select this option if you want to use the primary quantity for a measurement.
- Get Quantity from Dimension and Select Variable. You select this option if you want to select a quantity other than the primary quantity from the Quantity List (the list of variables for the selected measurement).
  
  Selecting either of these options opens eTakeoff Dimension.
In eTakeoff Dimension:
1. Select the project and the plan corresponding to your estimate.
2. Select the measurement that has the quantity you want.
3. If you selected Get Quantity from Dimension in step 2, select Return to Estimating with Quantity.
  
  If you selected Get Quantity from Dimension and Select Variable:
  1. Right-click the measurement and then select Return to Estimating with Quantity.
    
    The eTakeoff Measurement Variable List opens, where you can select a different variable (not the primary quantity) and edit the item name to be returned to Estimating.
  2. In the grid, select the variable you want to use for the item in Estimating (for example, Perimeter).
    
    Now, you can either accept the default item name in Estimating, or you can change it.
  3. To change the item description, from the Item description options list, select one of the following:
    - Select Append the measurement description to add the Dimension description to the item description in the estimate.
    - Select Replace with the measurement description to replace the existing item description in the estimate with measurement description from Dimension.
  4. Click [OK] or double-click the variable to send the quantity to Estimating.

You are returned to the estimate in Sage Estimating with the quantity displayed in the cell you selected. The cell is marked with a green triangle, indicating that the item quantity is now connected to Dimension. If you chose to change the item name, the new name appears in the Description cell.

In addition, the following additional options are available from the shortcut menu, which you can use as follows:

Drill Down to eTakeoff Dimension. This option returns you to the trace you selected for the measurement in eTakeoff.
Show eTakeoff Measurement Variable List. This option displays the eTakeoff Measurement Variable List that is associated with the quantity.
Update from eTakeoff Dimension. This option is available for a particular quantity you select on the Estimating spreadsheet. When you select it, you refresh the quantity in the spreadsheet with any changes you may have made to the measurement in Dimension. The option is also available from the ribbon on the Takeoff tab. When you select it, Estimating refreshes all the takeoff quantities imported from Dimension.