Publish 2D Files as Sheets

You can upload PDF files and publish them directly to Takeoff with the Sheets & Models tool. You can also publish 2D sheets directly from the Files tool. Both of these file management tools are available from the left navigation in Takeoff.

Publish 2D Sheets from Sheets & Models

Upload and publish PDF files as 2D sheets to use in Takeoff.

1. Navigate to the 2D Sheets tab in the Sheets & Models tool and click Upload files.

   

2. Select the PDFs you want to upload and publish by browsing from your computer or dragging them to the drop zone.

   Tip: When dragging files to the drop zone, we recommend dropping multiple files at once. Once you drop files, upload and extraction begin immediately and you must wait until these processes are complete to drop more files.

3. Selecting the file uploads the file and prepare it for publishing. Click Next to version set.

4. Select version set. You can create a new version set by giving the set a name and issuance date of your choice, or you can select an existing version set to add the file to. Click Next to sheet numbers.

5. Review and edit any missing or incorrect sheet numbers that were extracted. Click Next to titles and tags.

6. Review sheet titles and tags. You can reuse any title and tag information that was extracted or enter new ones. Click Publish sheets.

7. Your sheets will be published. This process may take anywhere from a few moments to a few minutes, depending on the sheets being published. Published sheets appear in the Sheets & Models list under the 2D Sheets tab.

Publish 2D Sheets from Files

You can publish PDF files stored in Files as sheets to use in Takeoff.

1. Click Files in the left navigation to open the Files tool.

2. Select the PDF files you want to publish to Takeoff. On selecting files, a Publish to Takeoff Sheets & Models button appears at the top of the Project Files list.

3. Click Publish to Takeoff Sheets & Models to start the publishing process for the selected files.

4. Select version set. You can create a new version set by giving the set a name and issuance date of your choice, or you can select an existing version set to add the file to. Click Next to sheet numbers.

5. You'll receive a pop-up message indicating that if your files include existing markups, these markups aren't included in the published sheets. Click Continue to proceed.

6. Review and edit any missing or incorrect sheet numbers that were extracted. Click Next to titles and tags.

7. Review sheet titles and tags. You can reuse any title and tag information that was extracted or enter new ones. Click Publish sheets.

8. Your sheets will be published. Publishing might take anywhere from a few moments to a few minutes, depending on the sheets being published.

   • Published sheets appear in the Sheets & Models list under the 2D Sheets tab.

To perform takeoff on published sheets, you must navigate to the Takeoff viewer.