Take-off Templates when Integrated with Simpro

Creating Take-off Templates is a time-saving option to populate Projects with frequently used Measurements. When integrated with Simpro, Measurements can be manually linked to Simpro Catalogue Items or Pre-Builds or by using the Simpro Import to import Take-off Templates built inside Simpro, linking them automatically.

Creating Take-off Templates

The two most common approaches to creating Take-off Templates linked to Simpro are Copying from an existing Stage or Importing Take-off Templates from Simpro.

1. Copying an Existing Stage

If Measurement Parts are already linked to Simpro Catalogue or Pre-Builds, Take-off Templates are created by Copying an existing Stage in a Project.

1. From the Worksheet tab or while on a Plan, click Stage Actions
2. Click Copy to new Template

3. Rename and click Copy Stage
4. Click +Measurement to add additional Count, Length and Area Measurements

2. Importing Take-off Templates from Simpro

Groundplan allows the import of Take-off Templates that were built inside Simpro. Importing Simpro Take-off Templates saves time as they are automatically linked to Simpro Catalogue Items and Pre-Builds.

1. Within the Take-off Template tab, click Simpro Import

2. (If Multi-company) Select Company
3. Choose a Group
4. (Optional) Choose a Sub Group
5. (Optional) Type the Take-off Template name in the Search
6. Click to select the Result

7. Click the Measurement Name to edit the Measurement Types and Style

8. Click to Edit
   • Measurement Type (Count, Length or Area)
   • Description
     (Optional) Rename Measurement - Description remains in Groundplan only
   • Style
9. Click Done and Next until all Measurements are Reviewed
   Measurements turn grey when they are reviewed

10. Return to the top and click Import x Measurements

11. (Recommended) Click the Simpro Tab to assign Cost Centres and / or Rename Cost Centres
12. (Optional) Edit the Take-off Template Name
13. (Optional) Add a Label
14. (Optional) Reorder the Measurements
15. (Optional) Add additional Counts, Lengths or Areas

3. Building a new Take-off Template

1. From the Groundplan home page, navigate to the Take-off Templates tab
2. Click +Take-off Template

3. Enter the Template Name and select the correct Simpro Company (required in Multi-company set-up) and click Create
   If in a Multi-company set-up - recommend adding a Take-off Template Label or signifying in the name which Company

4. Click +Measurement and click to add Count, Length or Areas
5. Select Measurement Part Type and complete remaining fields

6. Click Create
   If additional Parts and Labour are required, click Create & Add More Parts
7. Assign Cost Centres
8. If required, Rename Cost Centres

Applying a Take-off Template to a New Stage

1. From within a Plan, click +Add Stage
2. Enter Stage Name and click Apply Take-off Template
3. Click the Take-off Template name, review and deselect Measurements not required
4. Click Create
   Add additional Count, Length and Area Measurements if required

Applying a Take-off Template to an Existing Stage

1. From within a Plan, click Stage Actions and click Apply Template

2. Click Take-off Template name
3. Review and/or deselect Measurements not required
4. Click Apply Template

Linking Take-off Measurements to Simpro Inventory

1. From the home page, click Take-off Templates and click Take-off Template name to amend
2. Click Measurement name
3. Click Part Actions and click Delete

4. Click +Part
5. Select Simpro Catalogue or Simpro Pre-Build
6. Select Group and Subgroup if desired
7. Select the search Type and enter three letters / numbers
   Please note: Simpro item searches can be refined by Part #, Description or Both
8. Click to select the item
9. Click Save and continue as required for all other Measurements in the Template

Assigning Cost Centres to Parts and Labour

Parts and Labour can be pushed to multiple Cost Centres with the option to pre-set the Cost Centre in a Take-off Template.

1. Click the Take-off Template name
2. Click the Simpro Tab
3. If you are using a Multi-company set-up, click to select the correct Multi-company build
4. Click to select the items or Select All
5. Click Set Cost Centre to and select the Centre Centre
   If the Cost Centre is set to "None", the Part or Labour Line will be assigned to the Default Project Cost Centre once the Template is applied to a Project
6. Repeat if required

Renaming Cost Centres for Template items

Parts and Labour can be pushed to multiple Cost Centres, with the option to re-name the Cost Centre from Groundplan.

1. Ensure the Cost Centre has been set
2. Click the Parts requiring a renamed Cost Centre or Select All
3. Click Set Cost Centre name
4. Type the Cost Centre name
5. Click Save

The two Parts chosen have a Cost Centre of Landscaping which have been renamed to Lighting.

Applying Multiple Take-off Templates to a Stage

When applying Take-off Templates to Projects, the Project will pick up the Cost Centre from the first Take-off Template applied to the Stage.
For an item to be linked to multiple Cost Centres in the same Stage/section, it requires a unique ID.

• For Simpro items, copying the Pre-Build/Catalogue Item in Simpro will create an identical item with a new (unique) ID.
• The new Pre-Build/Catalogue Item must be linked to the Measurement where a different Cost Centre is required.
• The Pre-Build/Catalogue Item can have identical details; however, it is recommended to use a separate subgroup, part number or description. This is designed to help quickly identify the correct item when adding to Measurements.
  If you require Multiple Cost Centres for the same Part or Labour in the same Stage, creating new Catalogue Items / Pre-Builds within Simpro is the most common workflow solution.

Frequently Asked Questions