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    Take-off Template Labels
    • 10 Aug 2023
    • 1 Minute to read

    Take-off Template Labels


    Article summary

    Use Take-Off Template Labels to categorise and Filter. Some example options used are price levels, work types, different specifications, and different Formula options.

    Creating and Editing Take-Off Template Labels

    Only Administrators can create and edit Take-off Labels, but all Users can use them.

    1. Click My Account then click Setup
    2. Click Take-off Labels
    3. Click and type in the new Label or Edit an existing
    4. Select a preset colour or choose new from the colour wheel (optional save colour)
    5. (optional) Drag and drop to reorder

    take-off-labels.png

    Assigning Labels

    Labels can be added to a new or existing Take-Off Template/s.

    1. From the Home page, click Take-Off Template tab
    2. Click the checkbox/es next to the Template/s
    3. Click Update Labels
    4. Click to select the required Label/s
    5. Click Cancel

    takeoff-labels-selecting.png

    Filtering within Templates

    When you select multiple Labels to Filter, Groundplan will only display Take-off Templates that contain all the chosen Labels.

    take-off-labels-apply-filter.png

    Filtering Templates when applying to a Stage

    When applying a Take-Off Template to a Stage, the Filter option only appears when there are more than ten Take-Off Templates within the Account.

    1. Add a new Stage and Name it
    2. Click Apply Take-Off Template
    3. Click Choose and select the Filter
    4. Select the Take-off Template
    5. Click Create

    take-off-labels-filtering-in-stage.png


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