Take-off Templates

A Take-off Template is a saved group of Measurements to apply to new or existing Stages. They contain pre-saved Symbols, Style options and can include Parts / Pricing / Labour and Formula. Multiple Templates can be added to a single Stage.

Creating a Take-off Template from an Existing Stage

1. From the Editor or 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

Building a New Take-off Template

Take-off Templates can be a combination of Count, Length and Area Measurements. Each Measurement can have additional Parts, Labour, Formula and Pricing.

1. From the Home page, click the Take-Off Templates tab
2. Click +Take-Off Template

3. Enter the Template Name and click Create
4. Click +Measurement, select Measurement type

5. Complete the required details and click Create
   If additional Parts and Labour are required, click Create & Add More Parts

Editing Take-off Templates

Take-off Templates can be edited independently of Projects. Any changes to a Template will be reflected in future Projects where it is applied.

To:

• Change the order - Click hold and drag to change the order
• Change Symbols and Styles - Enter the Measurement and adjust

Click Measurement Actions to:

• Rename
• Add / Edit Parts & Settings
• Copy
• Delete

Copying Measurements

Copy Measurements will Copy all Parts, Pricing, Formula and Labour to another Measurement in the same or another Take-off Template.

1. Click Measurement Actions
2. Click Copy
3. Type the New Measurement Name
4. Select option of where to Copy to:
   • Current Take-Off Template: (name)
   • Another Take-Off Template
5. Click Copy Measurement

6. (Optional) to change the Parts, click Part Actions then Parts & Settings
7. (Optional) Click Part Actions then Edit

8. (Optional) Rename the Part from the old name, update Pricing or Formula

9. Select:

   • Edit to update all linked Parts OR
   • Replace to ensure it is not Grouped / Linked with the Measurement Part it was copied from

10. (Optional) Click Save

11. (Optional) update Style Options then click Save
    Style is identical to the Measurement it was copied from
12. Click X to Close

Important to note:

When copying a Measurement that has more than one Part, it will duplicate all Parts and Labour and Group/Link all identical Parts including the Part name matching the original description. If a non Grouped Part (different Description) is required, the above steps will need to be completed to Replace the incorrect Part.

Alternatively, Delete the incorrect Part and re-create a new Part.

Original Measurement	Copied Measurement
DL 1 Measurement with DL - 1 Part	DL - 1 Part is present under the DL - 4 Measurement as it was Copied from the original Measurement

Importing Take-off Templates

Along with creating Take-off Templates from existing Projects, you can also Import Measurements from a CSV File. After Importing, additional Parts and Labour can be manually added to a Measurement.
Maximum limit of 199 Measurements per Take-off Template.

How to Import a Template

Groundplan provides two importing options. A simple Import or an Import option which includes Labour assigned to Measurements.

1. Within a Template, click Take-Off Actions
   Either a Newly Created Template or an Existing Template

2. Click Get Sample CSV or Get Sample CSV with Labour

3. Save CSV File
   Excel, Google Sheets, Numbers

4. Complete the CVS File required fields

5. Save CSV File
6. On Groundplan, click Template Name
7. Click Template Actions and click Import from CSV
   Select File then Click Open All Measurements will be assigned a random Style
8. To Edit the Measurement Style or add additional Parts and Labour, click Measurement Name

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

Frequently Asked Questions

Why does a copied Measurement have the Part name the same as what I copied?

If there is more than one Part within the Measurement, all Parts are copied identically. This may mean no changes are required or, or the Part/s may need to be Edited to suit the use case.

Seen below, when copying a Measurement that has more than one Part, it will duplicate all Parts and Labour and Group/Link all identical Parts including the Part name matching the original description. If a non Grouped Part (different Description) is required, the above steps will need to be completed to Replace the incorrect Part or Delete it and re-create it.

Original Measurement	Copied Measurement
DL 1 Measurement with DL - 1 Part	DL - 1 Part is present under the DL - 4 Measurement as it was Copied from the original Measurement

    Labels can be used on the Take-off Template when there are more than ten and when applying a Take-off Template to a Stage.