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About Quantity Takeoff Criteria

Create quantity takeoff criteria in preparation for generating quantity takeoff tables or reports.

The criteria are stored in the Toolspace Settings tab under the Quantity Takeoff collection. After you create a quantity takeoff criteria, you can apply it to a sample line group to create a material list. You use the material list to generate quantity takeoff tables and reports.

To create a criteria, you create a list of materials and shapes. For example, you can create an entry that calculates the volume of material to remove by creating a material called Ground Removed, and then add to it two surfaces that are compared to generate the volume information.

You can also define materials in a criteria using a sample line group. Select a sample line group, and then create material definitions using the list of surfaces that are used as a data source for the group.

Quantity Types

Quantity takeoff supports the following quantity types:

  • Cut. Used to calculate the material to remove. For example, this could be the amount below an existing ground (EG) surface and above a finished ground (FG) surface:
  • Fill. Used to calculate the material to add. For example, this could be the amount above an existing ground (EG) surface and below a finished ground (FG) surface:
  • Cut and Refill. Used to calculate the material to remove and add based on a refill factor that is different from the cut factor. For example, an existing subsurface material area for a corridor may have to be removed if it comprises loose soil or marsh land, and refilled with a different type of material to provide structural stability.
  • Earthworks. Used to calculate the total cut and fill volumes. For example, this could be any differences between the existing ground (EG) surface and the finished ground (FG) surface:
    Note: The Earthworks Quantity Type cannot be used for subcriteria.
  • Structures. Used to calculate the volumes of corridor shapes, for example, in the following illustration, which is a cross-section of a corridor, the volume of the sidewalk shape would be calculated:
    Note: The Structures Quantity Type cannot be used for subcriteria.

Cut, Fill, and Refill Factors

Use Cut, Fill, and Refill factors to adjust volumes to be hauled. As the hauled volumes are used as a baseline set at an even factor of 1.0. The adjustment factors are:

  • Cut factor - As the volume of material generally expands after it is removed, the cut factor is usually set to greater than 1.0, indicating swell or expansion. For example, a 1.2 cut factor would mean that for every 1.0 cubic meter of material removed, 1.2 cubic meters of volume would need to be accounted for transport.
  • Fill factor - As the material generally compacts when used as fill, the fill factor is usually set to greater than 1.0, to indicate compaction or shrinkage of the material when it is used as fill. For example, a 1.2 fill factor would mean that for every 1.0 cubic meter of material required for the fill site, 1.2 cubic meters of that material would need to be transported.
    Note: For example, for a material that compacts to 93% of its original value when used as fill, enter 1.075 (which is derived by dividing 1.0 by .93) as the fill factor to compensate for the extra material that must be added.
  • Refill factor - As this factor depends on the cut material type and other considerations, it can run across a range. A heavy aggregate might have a Refill factor of 1.0, while fill cut from a rock ledge might have a Refill factor of 1.2. Not all cut material may even be reusable, as when it is cut from bog or marsh. The refill factor would then be 0.

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