Take-off Template when integrated with Xero

Creating Take-Off Templates is a time-saving option to populate Projects with frequently used Measurements. When integrated with Xero, Measurements can be linked manually to Xero Items.

Creating Take-Off Templates

The two most common approaches to creating Take-off Templates linked to Xero Items 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 Xero Items, Take-Off Templates are created by Copying an existing Stage in a Project. If Measurement Parts are added as Groundplan Once-off Items instead of Xero-linked items, Groundplan will send those quantities to Xero as Once-off Items.

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
4. Select the Xero Company if it is a Multi-company and click Create

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

8. 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 Xero Items

1. From the Groundplan home page, navigate to the Take-Off Templates Tab
2. Click Take-off Template name to amend
3. Click Measurement name
4. Click Part Actions and click Delete
5. Click +Part
6. Select Xero Item
7. Begin your search by entering three letters
8. Click to select the item
9. Click Save and continue as required for all other Measurements in the Template

Xero Items and Groundplan Once off Items associated with multiple Measurements within the same Stage will Group as one line item(s) with a Total from all Measurements when pushed to a Xero Quote.

Frequently Asked Questions