Projects
Create, update, and open projects in this estimating workspace.
Project Operations · catalog source of truth
Inactive projects keep their full history and can be reactivated at any time. Gross SF is calculated from each project’s building types.
Plans workspace
Plans Dashboard
Monitor active plan work, project activity, and items that need attention.
Case command center
Open cases across active and estimating projects.
Current project
Project Dashboard
Project plans, buildings, takeoffs, and collaboration in one place.
Project information
Core information for the selected project.
Project activity
Current plan and estimating readiness.
Wheel: zoom · Middle-button drag or Space+drag: pan · Esc: cancel · Pinch: zoom · Route: click corners, then use Finish Route or Enter
Estimate & Transfer
Price and organize takeoff components, then review and approve the same data for Project BOM transfer.
Estimating
Condensed item-level costing from drawing takeoffs. Edit waste, item cost, notes, and Main/Option assignments before freezing.
Revision 1 · Draft
| Takeoff | Page | Bldg Type | Level | Detail | Item / Edit | Description | Main / Option | Method | Measure | Lowest UOM | Raw Qty | Waste % | Usage Qty | Pack Qty | Packs | Cost / Piece | Estimate Cost | Purchase Reference | Cost / GSF | Package | Takeoff Notes | Status |
|---|
Takeoff Transfer
Review takeoffs by drawing object or reorganize the individual item applications by building type before exporting them to the BOM application.
Latest integration payload preview
No payload generated.
Current estimate
Building & Package Rollup
Proposal-ready estimate totals organized by building type and package.
Estimate cost uses Usage Qty × Cost/Piece. Markups affect this report only and do not change catalog costs or takeoff quantities.
Building & Site Setup
Define the actual buildings on the site. Counts flow into page defaults, takeoff rollups, and the transfer payload.
Building Types
Types are used by page defaults and takeoff components.
Site Buildings
Each building inherits gross square feet from its building type. Modified buildings require a separate type.
Takeoff Quantity Rollup
Review quantities per building, per building type, or across the total project.