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    Using Simpro Items on Plans
    • 08 Apr 2025
    • 9 Minutes to read
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    Using Simpro Items on Plans

    • Updated on 08 Apr 2025
    • 9 Minutes to read
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    Article summary

    Once Integrated, begin using Simpro products to Count, measure Lengths and/or Areas on Plans.

    Related Articles: Take-off Templates when integrated with Simpro | Pushing to a New Quote in Simpro | Pushing to an Existing Quote in Simpro

    Measurement Choices

    Groundplan Part: Use this item to convert Groundplan Parts to Inventory in the Simpro Account.
    Simpro Catalogue Item: Choose individual Products from the Simpro Catalogue.
    Simpro Pre-Build: Select groups of Products and associated Labour, known as Pre-Builds in Simpro.

    simpro-measurement-parts.png


    1. Within a Stage, click +Count, +Length or +Area
      The Stage becomes a Section in the Simpro Quote if pushed to a Project Quote

    2. Select a Measurement Part Type

    3. Complete the remaining fields
      Please note: Simpro item searches can be refined by Part # or Description

    Groundplan PartSimpro Catalogue ItemSimpro Pre-Build
    GroupN/AOptional to selectOptional to select
    Sub GroupN/AOptional to selectOptional to select
    Choose Search FieldN/APart # or DescriptionPart # or Description
    Select Simpro Search TypeN/AType 3 letters to beginType 3 letters to begin
    Search ResultsN/AClick to Select resultClick to Select result
    DescriptionRequiredN/AN/A
    Part NoOptionalN/AN/A
    Part UoMRequiredN/AN/A
    Unit CostOptionalN/AN/A
    Markup %OptionalN/AN/A
    Unit PriceOptionalN/AN/A
    StyleOptionalOptionalOptional
    SymbolOptionalOptionalOptional
    1. Click Create
      If additional Parts and Labour are required, click Create & Add More Parts


    More information on Measurement Types can be found in the following articles:

    Adding Parts and Labour to a Measurement

    When a Count, Length or Area is created on a Plan, additional Parts and Labour can be quantified at the same time. Parts can be added when the Measurement is created or after.

    📝 Please note:

    Adding additional Parts and Labour into Measurements will be sent to a Simpro Quote as individual line items. They will not create a Pre-Build (e.g. the same as when you add a Take-off Template to a Cost Center within Simpro).

    Supporting References

    Support References relate directly to elements on the Plan and can be used in conjunction with an Excel-type Formula to calculate Parts and Labour for Groundplan Parts, Simpro Catalogue and Pre-Builds. Each Formula must contain a Supported Reference/s to be accepted.

    Formula follows the PMDAS Rule: Parentheses (brackets) first followed by multiplication, division, addition, then subtraction. Calculations are prioritised within the brackets.

    The below image displays how the main Supported References correspond to a Plan:
    formula-length-supported-reference-1.png

    More detailed information about Formulas with examples are provided in our article Using Formulas in Groundplan here.

    Adding Parts on Measurement Creation

    1. Create Measurement and click Create & Add More Parts

    simpro-create-and-add-more-parts.png

    1. Click +Part, select Measurement Part Type and complete Formula if required
    2. (If required) Rename the Measurement
      Renaming the Measurement remains in Groundplan only
    3. (If renamed) Click Save

    simpro-measurement-parts-labour.png


    Items within the same Measurement can be assigned to different renamed Cost Centers inside the Stage before pushing a Quote to Simpro
    (e.g. A downlight rough-in Pre-Build can be assigned to a Rough-in Cost Center, while a downlight fit-off Pre-Build can be assigned to a Fit-off Cost Center).

    simpro-parts-assigning-different-cc.png

    Important notes:

    Within Groundplan

    • You cannot move additional Parts to another Stage before being sent to Simpro
    • An identical Simpro item in a Stage cannot be assigned to multiple Cost Centers, e.g. 100mm DWV cannot have a portion assigned to the Sewer Cost Center and another portion assigned to the Stormwater Cost Center.

    Once into Simpro

    • In the Simpro Quote, you can move the Cost Centres into the same Section
      (e.g. Section of Lighting, Cost Centres of Level 1, Level 2)
    • When merging Cost Centers in Simpro Quotes, any items (of the same part number and name) that appear in both Cost Centers will not group. Contact Simpro Helpdesk for more information regarding this.
    • Before pushing a Service Quote to a Simpro Quote, ensure that each Stage has a Cost Center. If multiple Stages are assigned to the same Cost Center, rename them accordingly. This ensures that each Stage appears as a separate Cost Center in the Simpro Quote.*

    Adding Labour on Measurement Creation

    Multiple Labour lines can be assigned to a single Measurement. These Labour lines are then given a Simpro Labour Rate before pushing the Quote through to Simpro.

    Each Groundplan Labour line created will appear as a separate line in the Simpro Quote, even if the Labour Rate is the same. Each Labour line can only be assigned to one Labour type when pushed to a Simpro Quote. If Multiple types of Labour are to be assigned, please use unique names so they appear as separate line items (e.g. Labour, Labour 1, Labour 2).

    If Cost and Sell Price are left Blank when adding Labour to the Measurement, they will populate with Simpro Labour Rates in the Quote and pick up any customer rates set in the customer card.

    simpro-labour-rate.png

    If the Cost and Sell Price is Populated when adding Labour to the Measurement, the Cost / Sell prices added in Groundplan will override the Simpro Labour Rate in the Quote. You must set a Labour Rate on the Simpro tab within Groundplan to send it to the Quote; even with this set, it will still be overridden.

    simpro-labour-rate-2.png

    If any assistance is required when adding Groundplan Labour within a Measurement, please click Help > Send us a Message, and our Support Team can assist.

    Additional Items and Labour

    On the Worksheet tab, Additional Items and Labour can be added to individual Stages. These are items not usually populated on the Plan and not accounted for in Pre-Builds or Measurements but required in the Quote Section in Simpro.

    If Revisions are part of your workflow, add them within Groundplan so they don't need to be added within Simpro after every Revision. Examples include but are not limited to sundries, travel or equipment hire, and extra contractor hire.

    Adding Labour as an Additional Item follows the same rules as when adding it to a Measurement.

    Additional Items
    Choose from Groundplan Part, Simpro Catalogue or Pre-Builds.

    simpro-additional-items.png


    Check FAQ about using Simpro Take-off Templates from Simpro

    Frequently Asked Questions

    I have used the same Pre-Build under multiple Groundplan Measurements in the same Stage. Why can I only see it once on the Simpro Tab?

    They have Grouped together. The same Simpro Catalogue or Pre-Build item appearing under multiple Measurements in the same Stage will Group together on the Simpro Tab and combine totals when pushing to a Quote.

    For example, using a Pre-Build without the fitting type under two different Measurements in the same Stage will Group together, combining the totals:

    simpro-faq-using-same-item.png


    I have added a new Group to my Pre-Builds in Simpro. Why can't I find it when I am searching?

    Your Pre-Build Groups need to be re-synced in Groundplan.

    Complete the steps below:

    1. When adding the measurement, click Sync

    simpro-faq-new-group.png


    If I use a Groundplan Part and a Pre-build together, can I see both when I create a supplier quote?

    Yes, all Groundplan Parts are converted to inventory when pushed to Simpro. This item will appear on supplier quotes, purchase orders made from within a Job, and under the Stock required tab in jobs.


    If I update my pricing in Simpro, will this update my Quote Pricing?

    Yes.

    You will see the new pricing when you push to a New or Existing Quote.


    Why is my renamed Pre-Build not pushing through to Simpro?

    Renaming measurements on Groundplan will not send the updated name to Simpro.

    These names will only appear in Groundplan on the Stage, Worksheet, Quantities, Take-off Templates and on the Legend.


    Can I create Pre-Builds within Groundplan?

    No.

    Pre-builds must be built in Simpro.


    Why isn't my Catalogue item / Pre-Build appearing in a search?

    There are a few things to check here.

    • Is only "Show favourites" ticked?
    • Do you have a "Group" selected?
    • Have you searched using Part # or Description?

    Please contact Support at Help > Send us a Message for further assistance.


    Why does Simpro pricing not show in Groundplan?

    Due to the complex nature of Simpro pricing tiers, we do not show pricing for Catalogue items or Pre-Builds within Groundplan Projects. Prices are displayed once the Project has been pushed to a Simpro Quote, where the pricing tiers will be applied.


    My customer has changed the fitting type. Can I change the catalogue item / pre-build linked to a measurement?

    Yes. You can swap out the incorrect item for the new item.

    1. From the Worksheet Tab, click the Measurement name
    2. Click Part Actions and click Delete

    simpro-FAQ-removing-incorrect-item.png

    1. Click +Part and select Simpro Catalogue or Simpro Pre-Build
    2. Select Group and Subgroup
      Refine the search by entering Part # or Description
    3. Click to select the item and click Save
    4. (If required) Rename the Measurement
      Renaming the Measurement remains in Groundplan only
    5. (If renamed) Click Save

    simpro-FAQ-removing-incorrect-measurement-2.png


    How can I send the same Catalogue item / Pre-Build to different Cost Centers in the same Section?

    You must create another Catalogue / Pre-Build within Simpro to do this.

    Catalogue / Pre-Build items used in Groundplan connect to Simpro with a "Catalogue / Pre-Build ID". If you require more than one Cost Centre for a Pre-Build / Catalogue item to appear under, create additional so you can set the correct Cost Centres.


    I use Service Quotes. Can I still use Stages in Groundplan?

    Yes.

    You can still use Stages within Groundplan to segregate your work and allow for viewing ease when using the Legend Tool. Service Quotes do not have Sections in Simpro, so the Stages will only show in Groundplan. Counts, Lengths and Areas will go through to a Service Quote grouped by Cost Center.

    If you have multiple Stages in Groundplan with a single Simpro Cost Center assigned, all Measurements will appear in that single Cost Center in the Simpro Quote.

    To have search Stage appear as a separate Cost Centre in the Quote, please rename the Cost Centres before pushing to a Simpro Quote. This ensures that each Stage appears as a separate Cost Center in the Simpro Quote.

    Ensure the main Cost Centre has been set first.

    1. Click Select all
    2. Click Set Cost Centre name
    3. Type the new name
    4. Click Save

    In the next Stage, you can see the Cost Centre is Commercial but has been renamed to Power.

    simpro-measurement-parts-faq-service-quote-renaming.png


    Can I use Simpro Take-Off Templates in Groundplan?

    No, unfortunately, you cannot use any Take Off Templates created in Simpro.

    Due to API restrictions, Take-off Templates created in Simpro cannot be brought into Groundplan.

    simpro-take-off-templates-simpro.png


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    Attachments
    Labour Conversion Chart 2023(1).pdf
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