Associate matches to cost items in a change order and add annotations to the takeoff

  1. Open a job in the Manage Estimates screen.
  2. Open the Shape Recognition tab.
    Tip: If you want to use a different sheet than the one displayed, open the Takeoff tab to Work with Sheets.
  3. Do one of the following:
    • Click Select on the speedbar, press and hold Ctrl, and select each match you want to associate to one or more cost items in a change order.

    • Click Select Match to select all high-confidence matches currently displayed.

    • Click Select Similar to select all similar matches currently displayed.

  4. From the Change Order panel tab, select the cost item(s) to associate with the selected matches.
  5. Click Takeoff Group on the speedbar.
  6. If needed, double-click on the cost item to modify it in the Basic Cost Items popup window.
  7. To assign the annotation to a specific layer in the Takeoff tab, click Use Layers. Choose the appropriate layers and click OK.
  8. Select one of the following options in the Show this form on Takeoff finish area to set when the Finish Takeoff popup window (current window) appears:
    • Always – Finish Takeoff popup window displays after every annotation is finished or an existing annotation is opened.

    • New item – Finish Takeoff popup window displays only when a new annotation is placed on the takeoff.

    • When selected – Finish Takeoff popup window displays only when an existing annotation is opened.

  9. Select the appropriate Send Data To checkboxes to specify where to send the quantities of this takeoff item:
  10. Click one of the following options in the Send Data To group to specify how the quantity of this takeoff item is calculated:
    • Add – Adds the quantity to the Alternate, Notepad, and/or Working Total.

    • Subtract – Subtracts the quantity from the Alternate, Notepad, and/or Working Total.

    • Replace – Replaces the quantity in the Alternate, Notepad, and/or Working Total.

      Note: If you are adding or subtracting values from the Working Total, the units of the takeoff and the Working Total have to be the same.