Create Takeoff Types

Create takeoff types in the Takeoff Types panel in the Takeoff viewer.

You can also import takeoff types from another project or takeoff package. Learn more about importing takeoff types to your project in Import Takeoff Types.

To create takeoff types

1. Click the Packages tool from the Takeoff left navigation to open the Packages list.

2. Select and click a package in the Packages list to open the Takeoff viewer with a default view of the Sheets & Models panel.

3. Click the Takeoff Types icon to open the Takeoff Types panel.

4. Create a takeoff type by clicking the blue ‘plus’ button.

5. Complete the Create takeoff type form:

   • Name – Enter a name for the takeoff type.

   • Tool – Select the tool (Area, Linear, Count, BIM) to use when taking off objects of this type. The BIM takeoff type can only be used to select objects in 3D models.

   • Appearance – Select color, border, or shape of takeoff depending on the tool used.

   • Description (optional) – Add a text description, if desired.

   • Primary output - Click Add details to define the primary output for this takeoff type by entering:

     • Output name (optional) – Give the takeoff output a name, or select an existing output definition to use from the dropdown list. If you choose an existing output definition, you can override the details here. (Note: Overriding the details of the selected output definition in the takeoff type panel won’t change the original definition.)
     • Unit of measure (required) - Select the unit of measure this type will use.
     • Cost (optional) – Enter a unit cost for the takeoff output. Costs for takeoff will be shown in the inventory.
     • Classification 1 and Classification 2 (optional) - Select classifications to use for objects with this takeoff type. These drop-downs are populated with classifications that you set for the project in Takeoff project.
     • Formula (optional) - If desired, select a default formula.
     • Emb. carbon (BETA) (optional)- If you have assigned a MasterFormat classification to this output, the embodied carbon factor for the output will be automatically fetched from EC3 (if available) and shown here. You can also manually add or edit the carbon value in this field. When editing, you can select a material category to further specify the carbon value. Learn more about carbon accounting BETA features in Takeoff.

   • Additional outputs (optional) - Click Add details to define as many additional outputs as needed. As with primary output, you can enter output name, unit of measure, cost, classifications, formula, and embodied carbon values to define each output. Unit of measure is required for additional outputs.

   • Model mappings (3D only) – Takeoff provides a default mapping of model properties based on any output rules. This model mapping can be edited using mathematical formulas, operations, constants, and available model properties.

   Note:

   When editing a model mapping formula, certain special characters in property names may display differently than entered. However, once the formula is saved, these characters display correctly.

6. Click Save to create the takeoff type.

   • If the takeoff type applies to the model or sheet open in the viewer, you can click Start takeoff to perform takeoff on that file.