Creating and Editing Takeoffs
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    Creating and Editing Takeoffs

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    Article Summary

    En Español

    Topics

    Create a Takeoff
    Start a Takeoff
    Measure an Arc
    Select Takeoffs and Markups
    Navigate the Takeoff List 
    Copy and Paste Measurements
    Rotate Measurements
    Change Takeoff
    Add a Multiplier


    Create a Takeoff

    Takeoffs will default to imperial measurements but you can use the Takeoff Settings sub-tab to switch a project to metric.

    1. On the takeoff tab and select “New Takeoff”
    2. Select a measurement type from the dropdown options
    3. Enter a takeoff name and add any relevant descriptions to the 'description' box
    4. Review the text in the yellow box to ensure you have selected the correct measurement type
    5. Click “Create Takeoff" to proceed with your current selection, or choose the "Back to Takeoffs" button to return to the takeoff list and follow directions 1-4.

    Repeat these steps to create additional takeoffs 


    Start a Takeoff

    1. Open a plan sheet from the document list view on the plans tab or the thumbnail view on the takeoff tab.
    2. Make sure you’ve already set the scale and you’re on the takeoff tab and follow the directions above to create a new takeoff or select an existing takeoff from the takeoff list.
    3. Click once to begin or to change directions and double click or press enter to finish. *Based on the selected measurement type, you will find additional takeoff options in the toolbar on the right (including autocount, cutout, rectangle, and shape tools)
    4. Optionally, you can apply a multiplier or label before you complete a takeoff *We recommend adding label groups to your takeoff for better organization and reporting
    5. Once you’ve completed your desired measurements, click “Finish Measuring” to complete your takeoff. Your completed takeoff will appear in the takeoff list view (with the total measured quantity, rounded up to the nearest whole number)

    Measure an Arc

    STACK offers the ability to easily measure arcs. It's also possible to cut out an area of a shape that contains an arc. Here are the steps to create an arc:

    1. Press the “A” key on the keyboard to create an arc segment (you can also click on the arc icon in the upper right)

    2. The line color will turn blue indicating you are ready to create an arc

    3. Click along the curve of the arc

    4. Click on the last point of the arc, and continue measuring

    5. Press the “A” key to create another arc

    Diagram  Description automatically generated

    An arc can be created at any time while measuring by pressing the “A” key and can be used multiple times during a measurement. An arc can also be a starting point by pressing the "A" key prior to starting a measurement.


    Select Takeoffs and Markups

    From the toolbar on the right side, select edit and choose “Select Single” to select one measurement, “Multiselect” to select multiple measurements , or "Select All" to select all measurements on the page.

    TIP: You can also use the hot keys CTRL + A (COMMAND + A for Mac users) to select all measurements on a page.


    • Use the search bar to filter your list view by takeoff name
    • Group you takeoff templates by plan name for quick reference
    • You can control the visibility (hide/unhide) of a takeoff on any plan sheet, using the eyeball icon (which appears when hovering over a template)
    • You can edit, duplicate, delete, or add existing takeoffs to your library using the ellipse (3 dots) to the right of each takeoff template
    • Additionally, you can click the Copy or Copy and Modify* button at the bottom of the takeoff settings menu to create a copy of the current takeoff with a new name, description, and assembly options.
      *The button will say Copy if there is no assembly and Copy and Modify if an assembly has been added.
    • Clicking the right-pointing arrow will start the takeoff if you want to add more measurements
    • From the takeoff “Library” sub-tab, click the green + in the takeoff list to quickly add as many takeoffs as you want to a project

    Copy and Paste Measurements

    1. From the toolbar on the right side, select edit and choose “Select Single” to select one measurement, “Multiselect” to select multiple measurements , or "Select All" to select all measurements on the page.
    2. Hover over the desired measurement(s). Click once for single select or draw a box around the desired area if using multiselect.
    3. Once selected, you can use the appropriate hotkeys ('ctrl' 'c' for windows computers, 'command' 'c' for Mac), or navigate back to the edit option in the right toolbar and select the 'copy' function to duplicate the measurement details (including attached items and assemblies)
    4. To paste, move your mouse to the area you would like to paste the takeoffs and use the appropriate hotkeys to paste them in that spot ('ctrl' 'v' for windows computers, 'command' 'v' for Mac) or navigate back to the edit option in the right toolbar and select the 'paste' function for the measurements to appear in the top left of the page.

    Rotate Measurements

    Helpful when used with copy/paste for multiple like measurements with different orientations.

    Diagram  Description automatically generated with low confidence

    1. From the toolbar on the right side, choose “Single Select ” to select one measurement, “Multiselect” to select multiple measurements , or "Select All" to select all measurements on the page.
    2. Hover over the desired measurement(s). Click once for single select or draw a box around the desired area if using multiselect.
    3. Once selected, you can use the hotkey 'R', or navigate back to the right toolbar and select the 'Rotate' tool to enable 360º rotation of the selected measurement(s).
    4. Click and hold the rotate handle and move your mouse to rotate the selected measurement(s).

    Change Takeoff

    The Change Takeoff tool allows you to move measurements from one takeoff to another existing takeoff or a new takeoff. 

    The Takeoff Measurement Type of the current takeoff and the takeoff to which you want to move measurements must be compatible. For example, Linear, Pitched Linear, Surface Area, and Volume 3D are compatible Takeoff Measurement Types since they represent lines and Area, Pitched Area, and Volume 2D are compatible since they represent areas. All the measurements you are moving must also be compatible with the measurement type.
    See Takeoff Measurement Types for more information.

    1. Go to the TAKEOFFS tab and open the plan sheet containing the measurement(s) you want to assign to a different takeoff.
    2. Select the desired measurement(s).
    3. Click/hover on Edit on the right toolbar.
    4. Select Change Takeoff from the menu.
      A window will open allowing you to assign the selected measurement(s) to an existing takeoff in the project or to create a new takeoff for the measurement(s).
    5. Click in the To field.
    6. Click the name of the existing takeoff that you want to assign the measurement(s) from the dropdown list.
      NOTE: Only takeoffs with compatible Takeoff Measurement Types will be available in the dropdown.
      OR
      Click New Takeoff in the dropdown to create a new takeoff for the measurement(s).
      Click in the Takeoff Name field and type a name in the new takeoff.
      Then click in the Takeoff Type field and select the desired Takeoff Measurement Type from the dropdown list.
      (Optional) Enter a description of the takeoff in the Description field if desired.
      Enter additional info as required - there may be additional fields depending on the measurement type.
    7. Click the green Change button.

    TIP: If you selected multiple measurements and are unable to use this tool, you may have selected incompatible measurements.


    Add a Multiplier

    If you’re dealing with a repeating floor or the same unit type on multiple floors and want to measure it once, the multiplier is a great way to account for the identical structures that need measuring.

    If you’re starting a new takeoff

    1. Once you’ve entered your takeoff details and clicked “Start Measuring”, you’ll see a multiplier option under your ‘Measurement Type’ Inputs
    2. Here you will enter the number you would like to multiply by
    3. Click the “Save” button
    4. Complete your takeoff like normal
    5. Once you click “Finish Measuring”, the multiplier will duplicate those calculations based on the specified whole number.

    If you’re editing an existing takeoff

    1. Start by using the single or multiselect option in the toolbar on the right
    2. Select or draw a rectangle around the measurement(s) you want to multiple.
    3. In the left panel, enter the number you would like to multiply by
    4. Click the “Save” button

    TIP: Multiplier can be applied to several takeoffs of different types at once. However, takeoffs with variable inputs for height, rise, run, width, drop length and/or depth are not able to be updated simultaneously if they have different values assigned to the same input.

    *If you have an item or assembly attached to the takeoff, material quantities will also be multiplied. 


    Autocount
    Set the Scale
    Using Label Groups
    Markup Tools
    Plan Overlay
    STACK Reports Overview


    If you need additional assistance, please Contact Us.


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