Creating takeoffs
Note: This functionality is available only if you have the Estimating Module.
The 9-5 Takeoffs window offers many possibilities for creating takeoffs for your construction projects. You can create a new takeoff or import an existing *.takeoff file to create a new takeoff from an existing takeoff.
To create a takeoff:
|
2
|
In the Takeoff Launch window that opens, open an existing takeoff or create a new takeoff using a new or existing job. |
|
3
|
In 9-5 Takeoffs, do one of the following: |
- To import an existing takeoff file, on the Import menu, click Takeoff File.
- In the Bid Item list, select the bid item you want to work on.
- To edit the bid items, click the detail button next to Bid Item.
|
4
|
Enter the project values. |
|
5
|
If you want to use a grid file, select the bid item and phase. Then on the Import menu, click Grid File. |
|
6
|
In the Part Cost Default list, click the part pricing that you want to use. |
|
7
|
On the Update menu, click Takeoff from Database to update prices in the takeoff. |
|
8
|
In each grid, do the following: |
- Select and insert assemblies. Review each assembly to add missing parts, delete unnecessary parts, and edit part quantities as needed.
- Select and insert individual parts.
- Declare the values for local variables in assembly and part formulas.
- Verify that you have entered quantities for assemblies and parts where needed.
- Verify the cost codes, cost types, tasks, and vendors.
- Enter rough estimate values if you don't have exact values.
- Enter the overhead and profit rates.
|
9
|
On the menu bar, click Options, then Calculate, or click the calculate button. |
|
10
|
On the File menu, click Save. |
Tip: When you receive a quote for materials, you can update part prices in a takeoff by the vendor.
More resources
For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.