Groundplan allows the import of take-off templates that were built inside Simpro.
Importing Simpro take-off templates saves time as they are automatically linked to Simpro catalogue items and pre-builds.
📝Ensure to check specific steps below if multiple pre-builds or catalogue items are required for one measurement OR if formula needs to be adjusted.
⚠️Warning: Review measurements
Review to adjust measurement types and style options. Count is chosen by default.
Unreviewed measurements remain highlighted orange. The take-off template cannot be imported until all measurements have been reviewed.
Basic import instructions only
These do not involve multiple pre-builds per measurement or need formula to calculate the correct quantity.
Within the take-off template tab, click Simpro import
(If multi-company) Select company
Choose a group
(Optional) Choose a sub group
(Optional) Type the take-off template name in the search
Click to select the result
⚠️Warning: Review measurements - Review to adjust measurement types and style options. Count is chosen by default.⚠️
Click the measurement name to edit the measurement types and style
Click to edit
Measurement type (count, length or area)
Description - (optional) rename measurement
Description remains in Groundplan only
Style
Click done and next until all measurements are reviewed
Measurements turn grey when they are reviewed
Return to the top and click import
xmeasurements
(Recommended) Click the Simpro tab to assign cost centres and / or rename cost centres
(Optional) Edit the take-off template name
(Optional) Add a label
(Optional) Reorder the measurements
When multiple pre-builds or catalogue items are required for the same measurement
To quantify multiple items at the same time, move these catalogues or pre-builds into a single Measurement.
Click to select the catalogue item or pre-build to move
Click move here on the measurement to move to
Click the measurement name
Click to edit:
Click done
When formula is required for catalogue items or pre-builds to calculate the correct quantity
When working with Groundplan, you may need to use formula to ensure the correct quantity of a pre-build or catalogue item is calculated for your quote.
For example, as all items come in as counts, formula may need to be adjusted if your pre-builds or catalogue items are a per length item (e.g. len/4).
Click the measurement name
(Optional) Edit the description
Renaming remains in Groundplan only
(Optional) Adjust the measurement unit and/or pitch
Depending on what is allowed for in the pre-build or catalogue ttem
(Optional) Adjust the style
Click done
Click the formula (count, len, area or volume)
Adjust to the required formula
Click save
The same prebuild or catalogue item is required under multiple measurements
The same prebuild or catalogue item/s can be added to multiple measurements.
For example, adding the same cable or pipework to different measurements, but it only appears once in your take-off template inside Simpro.
Click to select the catalogue item/s or prebuild/s to move
Click copy here on the new location
Click to select the catalogue or prebuild again from any measurement
Click copy here on the new location
Continue for as many as required
Click the measurement name
Click to edit:
Click done
Re-use pre-builds or catalogue items to create a new measurement
Prebuilds and catalogue Items can be re-used to create a new measurement.
Click to select the catalogue item/s or prebuild/s
On each item, to create a new measurement
Click copy to new measurement
Click to edit:
Click done
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