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 linked manually to Simpro Catalogue Items or Pre-Builds.

Creating Take-off Templates

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

1. Copying an Existing Stage to a Take-Off Template

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, 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. 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
   a. Using a Once-off Item, selecting Inventory Item will create a Catalogue item in Simpro. This item will appear on supplier quotes, purchase orders created from within a Job, and under the Stock required tab in jobs.

6. Click Create
   If additional Parts and Labour are required, click Create & Add More Parts

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 Take-off Template name, review and de-select 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 de-select 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 and begin the search by entering three letters
7. Click to select the item
8. Click Save and continue as required for all other Measurements in the Template

Assigning Cost Centers to Parts and Labour

A Default Cost Center can be set on each Project. The Default Cost Centre can be overridden by selecting a specific Cost Center for Part/s and/or Labour 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 setup, click to select the correct Multi-company build
4. Click to select the items
5. Click Set Cost Center to and select
   If the Cost Centre is set to "None", the Part or Labour Line will be assigned to the Default Project Cost Center once the Template is applied to a Project
6. Repeat if required

Applying Multiple Take-off Templates to a Stage

When applying Take-off Templates to Projects, the Project will pick up the Cost Center 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 the 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 to aid in quickly identifying the correct item when adding to Measurements.

If you require Multiple Cost Centers for the same Part or Labour in the same Stage, creating new Catalogue Items / Pre-Builds within Simpro is the most common workflow solution.

Take-off Templates and simPRO Multi-company

If your Simpro Account is a Multi-company, please see our Multi-company article for additional Take-off Template information.

Frequently Asked Questions