Contents x
- Getting Started
- Introducing Groundplan
- System Requirements
- Logging in
- User Interface Reference
- Creating a Project
- Plan navigation
- Stages
- Setting Plan Scale
- Measurements - Count
- Measurements - Length
- Measurements - Area
- Undo and Redo last actions
- Measurement Parts & Labour
- Take-off Templates
- Worksheet Tab
- Quantities Tab
- Legend
- Downloading / Exporting Plans
- Project Templates
- Introductory Training Videos
- ▶ Creating your first Project
- ▶ Setting the Plan Scale
- ▶ Measuring Tools
- ▶ Count Tool
- ▶ Length Tool
- ▶ Area Tool
- ▶ Worksheet and Quantities Page
- ▶ Placing a legend on the plan
- ▶ Eraser Tool
- ▶ Text Tool
- ▶ Pen Tool
- ▶ Title Blocks
- ▶ Exporting to simPRO Enterprise
- ▶ Groundplan and Workmate Integration
- ▶ Groundplan and Aroflo Integration
- What's New
- Count Assist
- Manage Your Projects
- Drawing/Editing Tools
- Actions Menu
- Adding a Watermark
- Aligning Objects
- Angle Tool
- Arc Tool
- Area Cut-out Tool
- Arrow Tool
- Circle Tool
- Cloud Tool
- Count Labelling
- Drawing As-built - Plumbing
- Drawing floor Plans
- Eraser Tool
- Grid Tool
- Image Tool
- Length Labelling
- Negative Areas
- Pen Tool
- Ruler Tool
- Select Tool
- Snap to Objects
- Snip Tool
- Square Tool
- Text Tool
- Title Blocks
- Connect to Quoting Software
- Connect to Your Quoting Software
- Simpro Integration
- Configure the Simpro Integration
- Selecting a simPRO company on a project
- Using Simpro Items on Plans
- Take-off Templates when Integrated with Simpro
- Pushing a New Quote into Simpro
- Pushing to an Existing Quote in Simpro
- Reconnecting Groundplan to simPRO
- How to refresh simPRO System Information
- simPRO Integration FAQs
- Groundplan & simPRO Superuser webinar
- AroFlo Integration
- Configure the AroFlo Integration
- Syncing AroFlo data with Groundplan
- Using AroFlo Items on Plans
- Measurements - Parts and Labour when you Integrate with AroFlo
- Creating Take-off Templates when Integrated with AroFlo
- Preparing your Quantities for export in AroFlo Format
- Exporting your quantities into an AroFlo quote
- Groundplan and AroFlo Superuser Webinar
- Xero Integration
- Ascora Integration
- QuickBooks Integration
- Fergus Integration
- ServiceM8 Integration
- Become a Super User
- System Setup
- Formula Examples
- Help Menu
- iPad and Tablet Guides
Take-off Template Labels
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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.
- Click My Account then click Setup
- Click Take-off Labels
- Click and type in the new Label or Edit an existing
- Select a preset colour or choose new from the colour wheel (optional save colour)
- (optional) Drag and drop to reorder
Assigning Labels
Labels can be added to a new or existing Take-Off Template/s.
- From the Home page, click Take-Off Template tab
- Click the checkbox/es next to the Template/s
- Click Update Labels
- Click to select the required Label/s
- Click Cancel
Filtering within Templates
When you select multiple Labels to Filter, Groundplan will only display Take-off Templates that contain all the chosen Labels.
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.
- Add a new Stage and Name it
- Click Apply Take-Off Template
- Click Choose and select the Filter
- Select the Take-off Template
- Click Create
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