Using Take-Off Templates
  • 01 May 2020
  • 1 Minute To Read
  • Print
  • Share
  • Dark
    Light

Using Take-Off Templates

  • Print
  • Share
  • Dark
    Light

This article will guide you on how to create new stages with them and how to apply them to existing stages

Applying a Take-off Template to a new Stage

1. When inside a plan, click the Add Stage button.
2. Give the stage a name
3. Select your take-off template
4. Then select the parts that you want to add
5. ...and click Create.

19218342016211c2c88b03d6bd6d14ce9GPTakeOffTemplatesv7x-ApplyTemplate.png

The new stage will be added and with it, your template items.

1921835647e759dcab541e4298c52bcd7GPTakeOffTemplatesv7x-NewStage.png

Applying a Take-off Template to an existing Stage

  1. Click the Actions button across the stage name;
  2. Then clickApply Template.
  3. Select your take-off template;
  4. Then select the parts that you want to add;
  5. ...and click Apply Template.

192183582b4da4fab30d4ab798ada2947GPTakeOffTemplatesv7x-ApplyTemplatetoexistingstage.png

1921850698f9db6e625ccddd05f9e5218GPTakeOffTemplatesv7x-ApplyTemplatetoexistingstage2.png

To delete any measurements that you don't need on a stage:

Click the small arrow next to the name of the measurement and click Delete.

image

Take-off Templates Item Selector

When you are adding a Take-off Template to your stage we will always give you the option to choose which items you would like to import from the list. To de-select any items simply un-tick the tick box next to the measurement name.

141259135b4d0384501fcc14e27e9c06atakeoff4.png

Was This Article Helpful?