Take-Off Templates when Integrated with Fergus

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

Related Articles: Using Fergus Favourites on Plans | Pushing a Quote to a Job in Fergus

Creating Take-Off Templates

The two most common approaches to creating Take-off Templates linked to Fergus Favourites 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 Fergus Favourites, Take-Off Templates are created by Copying an existing Stage in a Project. If Measurement Parts are added as Groundplan Parts instead of Fergus-linked items, Groundplan will send those quantities to Fergus as Line 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. Click +Measurement and click to add Count, Length or Areas
5. Select Measurement Part Type and complete remaining fields

6. 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 Fergus

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 Fergus Favourite
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

Frequently Asked Questions