Create quantity takeoff criteria in preparation for generating quantity takeoff tables or reports.
The criteria are stored in the ToolspaceSettings 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 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:
- 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:
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.
- 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.
- In Toolspace, on the Settings Tree, expand the
Quantity Takeoff collection. Right-click the Quantity Takeoff Criteria collection. Click New. - In the Quantity Takeoff Criteria dialog box, click the Information tab.
- To edit the name of the criterion, enter a new name in the Name field.
- To edit the description of the criterion, enter a new description in the Description field.
- Click Apply to make the changes, or click OK to make the changes and close the Quantity Takeoff Criteria dialog box.
- To define or edit the criterion, click the Material List tab.
- Click Add New Material.
- Select the new material. Click the Quantity Type field. Select the quantity type, either Cut, Fill, Cut and Refill, Earthworks, or Structures.
- Click the Shape Style field. Select the default style used to display the material section in a section view. For more information about using Shape Styles to review material calculations graphically, see Reviewing Sectional Volume Results Graphically.
- Optionally, edit the cut, fill, and refill factors by selecting the corresponding fields. Enter new values.
- If you selected a quantity type of Cut, Fill, Cut and Refill, or Earthworks to add surfaces, select the new material. From the Data Type list, select Surface. In the Select Surface list, enter the surface name or select a surface.
- If you selected a quantity type of Structures, to add corridor shapes, select the new material. Select Corridor Shapes from the Data Type list. In the Select Shape list, enter the shape name or select a shape. Click the Shape Style field. Select a style for the shapes.
- For each data type added to a material, click the Condition field. Select the condition.
- Optionally, repeat Steps 7 through 13 to create all required materials and surfaces.
- Optionally, add subcriteria. For more information, see Adding subcriteria to the material list of a sample line group.
- Click Apply.
Defining criteria from a sample line group
- In Toolspace, on the Settings Tree, expand the Quantity Takeoff collection. Right-click the Quantity Takeoff Criteria folder and click New.
- In the Quantity Takeoff Criteria dialog box, click the Information tab.
- To edit the name of the criteria, enter a new name in the Name field.
- To edit the description of the criteria, enter a new description in the Description field.
- Click Apply to make the changes, or click OK to make the changes and close the Quantity Takeoff Criteria dialog box.
- To define the criteria, click the Material List tab.
- Click Define From A Sample Line Group.
- In the Define Material Criteria dialog box, click the Select Alignment field. Select the alignment or click
to select an alignment in the drawing. - Click the Select Sample Line Group field to select a sample line group.
- Select the surfaces to use in the criteria by selecting or clearing the check box in the Select field next to the surface name.
- Click OK.
- In the Quantity Takeoff Criteria dialog box, click Apply or OK.
