Take-Off Templates when Integrated with Ascora

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

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 click Create
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

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 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

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

Frequently Asked Questions