Creating a Take-Off Template when Integrated with Ascora
  • 28 Sep 2023
  • 2 Minutes to read
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Creating a Take-Off Template when Integrated with Ascora

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Article Summary

Creating Take-Off Templates is a time-saving option to populate Projects with frequently used Measurements. When integrated with Ascora, Measurements can be linked manually to Ascora Inventory Supplies or Kits.

Creating Take-Off Templates

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

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

When Measurement Parts are already linked to Ascora Inventory Supplies or Kits, 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

ascora-creating-takeoff-template-from-existing-stage.png

  1. Rename and click Copy Stage
  2. 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

building-new-takeoff-template.png

  1. Enter the Template Name and click Create
  2. Click +Measurement and click to add Count, Length or Areas
  3. Select Measurement Part Type and complete remaining fields

ascora-measurement-choices.png

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


Linking Take-Off Measurements to Ascora Inventory

Take the following steps to link Ascora Products within Take-Off Templates:

  1. From the Groundplan 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

Linking TakeOff Measurements to Ascora Inventory 1-3

  1. Click +Part
  2. Select Ascora Inventory Supply or Ascora Inventory Kit
  3. Begin your search by entering 3 letters
  4. Click to select item
  5. Click Save

Linking TakeOff Measurements to Ascora Inventory 4-8

Frequently Asked Questions

I've updated my pricing in Ascora. Why do my templates still show the old pricing?

Inventory Supply and Kit Pricing is saved at the time of Take-Off Template creation.

Pricing in the Template will stay the same as when first created but will update when it reaches the Ascora Quote.


I have used the Import Take-off Template function to bring in my Measurements. Do I still need to link the Ascora Products?

Yes.

Measurements will need to be linked manually to Ascora Inventory Supply or Kits. You can follow the steps in the GIF above.


Why won't my Additional Items and Additional Labour save in my Template when I use Copy to New Template?

Unfortunately, these are for the Stage only and will not be saved in a Take-off Template.

If you regularly need to add Additional Items and Additional Labour to a Stage, consider saving these separately into a Take-off Template, then apply to the Project from the Worksheet and adjusting the totals.


I have an existing Time and Materials Quote in Ascora that I want to push new Quantities to. Can I do this?

No. Groundplan supports updating Quotes that have Sections Pricing Method ONLY.

FAQ-time-and-material.png



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