Importing Take-off Templates
  • 10 Nov 2020
  • 3 Minutes To Read
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Importing Take-off Templates

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Importing a CSV file to add in the parts into your take-off template will save you from manually entering them instead. Groundplan creates a one-off item in each measurement as a default part, and you can later add-in additional parts and labour into them or link them to the items from your integrated system.

If you're using Integrations:

Importing Take-off templates will not automatically link measurement parts to the items in your integrated system even if you uploaded the file with the same Part Nos, Description, UOMs, and prices.

You can jump to this section to find the related articles on linking measurements to their counterparts in your integrated system.

Get your sample CSV file

  1. Open an existing Take-Off Template;
  2. Download a CSV template by clicking the Actions button and clicking on one of the Get Sample CSV options;

GP Importing Take-off templates v8x - Get Sample CSV 2

  1. Open the sample CSV file in your spreadsheet program (Excel, Google Sheets, etc.);
  2. Add into the spreadsheet the count, length, and area measurements that you need for the Take-Off template.

The simple Take-Off Template file

This type of import is the simplest, which only requires a description of the measurement and its unit of measure.

If you need to include the Labour components for each measurement, please check out the Take-off Templates with Labour section of this article.

Spreadsheet Columns

  1. PART NO - Optional;
  2. DESCRIPTION - Required;
  3. UOM - Unit of Measurement, Required;

Here are the accepted UOMs for each measurement type:

  • For Count - ea
  • For Length - m or ft
  • For Area - sqm or sqft

Incorrect, blank, or unrecognised UOM’s will be imported as a “count.”

  1. UNIT COST - Optional;
  2. MARKUP - Optional;

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Save the file as a CSV and proceed with importing your Take-Off Template.

Take-Off Templates with Labour

You can have a Labour component added to each measurement in your template. On this template, the minimum requirements for the import are Description, Unit of measure, Labour Description, and Labour Multiplier.

Spreadsheet columns

  1. PART NO - Optional;
  2. DESCRIPTION - Required;
  3. UOM - Unit of Measurement, Required;

Here are the accepted UOMs for each measurement type:

  • For Count - ea
  • For Length - m or ft
  • For Area - sqm or sqft

Incorrect, blank, or unrecognised UOM’s will be imported as a “count.”

  1. UNIT COST - Optional;
  2. MARKUP - Optional;
  3. LABOUR DESCRIPTION - Required;
  4. LABOUR UNIT COST - Optional;
  5. LABOUR MARKUP - Optional;
  6. LABOUR MULTIPLIER IN HOURS - This will be multiplied by the Count / Len / Area to work out how much of an hour to assign in labour. For 15 minutes, you would be 0.25; for 20 minutes, 0.33; 30 minutes would be 0.5, etc. (please refer to the attached Time Conversion Chart (Minutes to Decimal Hours) below); REQUIRED.

image.png

Note:

Labour lines with the same name will be imported with the exact Unit Cost and Unit Price as the first labour line. For different labour costs and unit prices, please use different Labour Descriptions.

Save the file as a CSV and proceed with importing your Take-Off Template.

Importing your Take-Off Template

  1. Go to the Take-off Templates page;
  2. Click the (green) +Take-Off Template button;
  3. Give the template a name;
  4. Across the Measurements table, click the Actions button;
  5. Click Import from CSV option;
  6. Double click to select the file, or click once to select the file you saved and click the Open button;
  7. You can then assign a Take-Off Label for your template.

Import Take-Of TEmplate

Editing Measurements in Take-Off Templates

  1. Click the Measurement name;
  2. To rename the measurement, click the Edit link to the right of the Description section;
  3. Click the Edit link to the right of Style section to edit the symbol or ;
  4. Edit the symbol/ line style, fill colour, line colour, or line width;
  5. Add additional parts and labour to the measurement.

GP Take-Off template v8.21 - Edit the measurement

All of your measurements should now be saved for future use.

Additional Parts and Labour

To add additional Parts and Labour into the measurement, click the +Part and the +Labour buttons. Check out this article for more information on Measurement Parts.

All of your measurements should now be saved for future use.

Creating Take-Off Templates when using an Integration

Here are the shortcuts to the articles discussing how you can create Take-Off Templates when using an Integration:

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