Once you've created a project template, you can configure tool settings for Autodesk Takeoff.

1. In a project template, select Takeoff using the product picker.

2. Use the left panel to select the tool you want to configure in the project template:

   • Configuration

   • Packages

   • Files

     

Takeoff Tools in Project Templates

Packages (Takeoff Packages)

Feature	Help Article
Takeoff Settings	Configure Takeoff Settings
Takeoff Packages	Create a Package
Takeoff Types	Takeoff Types
	Create Takeoff Types
	Import Takeoff Types

1. On the Template > Packages page, click Settings at the upper right of the page to define project settings such as measurement, classifications, and currency display for the project template. These settings will apply to all takeoff packages created in projects using this template.

   

   

2. Once settings for the project template are configured, return to the Packages page using the left navigation to create takeoff packages for the template. This process is similar to creating takeoff packages in a regular project.

3. Within each package in the template, you can then create individual takeoff types or import multiple takeoff types at once to use to define your takeoff. These processes are similar to creating takeoff types and importing takeoff types in a regular project.

   

Once a template is configured, you can create projects using your template.

Projects created using this project template will have these takeoff settings automatically applied and will have any takeoff types added to the template included in the new project.

Files

Feature	Help Article
Create and organize subfolders	Organize Files with Folders
Edit attributes	File Attributes and Settings
Configure permissions	Folder Permissions
Upload and configure files for use across multiple projects

Once configured, you can create projects using your templates.