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File (Takeoff)

OPEN SECTION   This selection from the Takeoff File Maintenance File pull-down menu opens a Section by displaying the Open Section window.

Select the Estimate (if different), then the section. Select Takeoff to continue; Cancel to quit and return to the Takeoff display. The Options function displays the Takeoff Options window (see Takeoff Options).

Note:  You can sort the columns by right-clicking on the column name and choosing a sort option from the bottom of the menu.

NEXT SECTION This Takeoff selection closes the currently open Section (saving its Takeoff entries) and allows you to select another Section. When you select File > Next Section or the toolbar button, the program saves and closes the open Section, then the Open Section window displays for you to select another Section for Takeoff.

For example, you had finished takeoff in Section 7 and when you selected File > Next Section, the Open Section window displayed with the next sequential Section highlighted, number 8 You can either use this Section or select another one (by highlighting it). Select Takeoff to return to Takeoff with the selected Section opened. Cancel returns to Takeoff (no Section is opened). The Options function displays the Takeoff Options window (see Takeoff Options).

SAVE SECTION   Immediately saves the active Section.

CLOSE SECTION:  This closes the open and selected section takeoff file.

OPTIONS:  When you selectFile > Optionsa menu of options displays. These include:

General Preferences

Takeoff Options

Voice Prompts

Configure PowerPad

Status Bar

PRINT  This prints the entire Takeoff file for this Section (or just selected items). If you have made changes to this Section's Takeoff, print the file to have a record of the changes. Printing from Windows instructions are in the Estimating Help (the Input Devices & Printing topic). Currently, the two report options for Takeoff are:

HVAC Takeoff: Item #, Category, Size, Item Description, Quantity, Material Factor, and Labor Factor are included in the report.

HVAC Takeoff w/ Prices: The report includes Item #, Category, Item Description, Size, Quantity, Material Unit, Material Discount, Labor Unit, and Alternate Labor Unit.

PRINT PREVIEW:The Print Preview selection in Takeoff allows you to view the printed Takeoff report on your computer screen or you can save it to a file before actually printing it. If you don't want all items previewed, select only those items to be included first. When you select File | Print Preview the procedures are the same as for printing (as described in theEstimating Help (the Input Devices & Printing topic), except instead of the Print window displaying, the report is shown in Print Preview.

PRINT SETUP…:   This option opens up the setup window for the default printer of your system.

DATA FILE MAINTENANCE:  Displays a menu of data files which can be accessed directly from Takeoff. You can perform any file maintenance function (see the individual data topics in this manual). When you exit a data file, the program returns to Takeoff.

Note: As always, only one user at a time can use a data file, whether directly or through Takeoff.

ESTIMATE FILE MAINTENANCE:  Displays a menu of Estimate Files which can be accessed directly from Takeoff. You can perform any file maintenance function.  When you exit the file, the program returns to Takeoff.

Note: While multiple users can Takeoff in different sections of the same Estimate, only one user at a time is allowed to access the Estimate File Maintenance sections.

SUMMARY Goes directly to Summary and the Open Summary window. See the Summarytopic.

QUOTE MASTER Quote Master calculates and prints a unit cost report for only those items you select. See Quote Master.

IMPORT FROM CAD: This allows you to import drawings from EastCoast CAD, CADPIPE HVAC or REVIT MEP into your takeoff. See Import From CAD.

EXIT Exits Takeoff and returns to the Main Menu.

 

 


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