Add or Remove Items from a Takeoff

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You can quickly add items to a takeoff to provide more detailed material and cost information on your reports and estimates.

What to Know

• You can add or remove an item from a takeoff at any time.
  (This will change the information on your estimates and reports.)
• You can add as many items as you need to a takeoff.
• You can add BNi or 1build items to apply regional cost data to your Material and Labor Estimates.
• You can add custom and/or pre-built items from any or all of your available item libraries - Company Library/Custom Libraries, Quick Start, Stack, 1build, BNi, etc.
• You can add material AND labor items to the same takeoff.
• You can add items AND assemblies to the same takeoff.

See below for instructions:
Add an Item to a Takeoff
Remove an Item from a Takeoff

Add an Item to a Takeoff

NOTE: To add an item to a takeoff, the item unit of measure must match the unit of measure output for the takeoff measurement type.* For example, an item with a "lin ft" unit of measure can be added to a takeoff with a "Linear" measurement type, but cannot be added to a takeoff with a "Count" measurement type.

*See Takeoff Measurement Types and Working with Item Formulas in Assemblies for more info on what data each takeoff measurement type provides. 

1. Go to the PLANS & TAKEOFFS section of your project.
2. Click the Takeoffs tab.
3. Click on the takeoff to which you want to add an item.
4. Scroll down to find Items and Assemblies on the left panel. (Any items and assemblies already added to the takeoff will be listed.)
5. Click the +  button to the right of Items and Assemblies. The Add Items & Assemblies window will open.
6. Click the Items tab.
7. Click in the Library field to expand the dropdown menu and select the library that contains the item you want to add.
8. Perform a Library Search or click on the displayed folders for an expanded list view to locate the item you want to add.
9. Click the green + next to each item you want to add.
10. (Optional) Repeat steps 7-9 to add additional items from other libraries.
    TIP: You can also add assemblies if you'd like. Just click the Assemblies tab and follow the same process.
11. Click the green Add button to add the selected items (and assemblies) to the takeoff.

The item(s) will now populate in Estimate Worksheets, Item Reports, and Material and Labor Estimates for this takeoff.

TIP: You can add your takeoff (with the added items included) to the Takeoff Library for re-use on future projects. 

Remove an Item from a Takeoff

When you remove an item from a takeoff, the item will no longer appear on existing or new estimates/reports for the takeoff.

1. Go to the PLANS & TAKEOFFS section of your project.
2. Click the Takeoffs tab.
3. Click on the takeoff from which you want to remove an item.
4. Scroll down to the Items and Assemblies section on the left panel and find the item you want to remove.
5. Click the three dots to the right of the item name and select Remove.
6. Click the red Remove button to confirm.

Next Steps

After you've added all the items and assemblies you need to your takeoffs, you can review item data on estimates and reports. If you've added 1build or BNi items, you can apply regional cost data to a Material and Labor Estimate.

Estimate Worksheet Overview
Unit Cost Estimate Material and Labor Estimate Overview
STACK Reports Overview
Using 1build Regional Cost Data in STACK
Using BNi National and Regional Cost Data in STACK

Related Articles

Create, Edit, or Delete Custom Items
What is an Assembly
Add, Edit, or Remove an Assembly on a Takeoff
Create, Edit, or Delete Custom Assemblies

If you need additional assistance, please Contact Us.