ConstructConnect Takeoff User Guide

Comprehensive documentation for how ConstructConnect Takeoff works and how to get the most out of your software investment.

01 Introduction to ConstructConnect Takeoff

00.01 - Welcome to ConstructConnect Takeoff Online Help (the User Guide)

01.01 What is ConstructConnect Takeoff?

01.02 Installing ConstructConnect Takeoff and Configuring your Firewall Settings

01.03 Launching ConstructConnect Takeoff and Logging In

01.03.01 The ConstructConnect Takeoff Settings and Help Menu

02 The Projects and Bids List Detailed

02.01 A Detailed Look at the ConstructConnect Takeoff Projects and Bids List

02.02 The ConstructConnect Takeoff Projects and Bids List Toolbar and Context-Menu

02.03 - Defining ConstructConnect Projects and Bids

02.04 Opening a ConstructConnect Takeoff Bid

02.05 Closing ConstructConnect Takeoff, Closing a Bid, or Closing an Undocked Pane or Tab

03 Creating and Sharing Projects and Bids

03.01 ConstructConnect Takeoff Projects Overview

03.02 Working with Project Intelligence Projects in ConstructConnect Takeoff

03.03 Copying a Sample ConstructConnect Takeoff Project into Your Organization

03.04 Step 1 in Creating a ConstructConnect Takeoff Project Manually - Create the Project and Base Bid

03.04.01 Step 2 in Creating a ConstructConnect Takeoff Project Manually - Add Your Initial Plan Set

04 The Plan Organizer

04.01 What is the ConstructConnect Takeoff Plan Organizer and How Do I Use It?

04.02 Defining the Current Set in a ConstructConnect Takeoff Bid

04.03 How Plans Are Shared By Bids in a ConstructConnect Takeoff Project

04.04 The ConstructConnect Takeoff Plan Organizer Toolbar and Context Menu

04.05 A Detailed Look at The ConstructConnect Takeoff Plan Organizer Grid

05 The Takeoff Tab

05.01 A Detailed Look at the Takeoff Tab in ConstructConnect Takeoff

05.01.01 Seeing Who Else is Working on a Bid on the Takeoff Tab in ConstructConnect Takeoff

05.02.01 The Takeoff Tab Left Side Dockbar: Takeoff Items and Typical Groups List Panes - ConstructConnect Takeoff

05.02.02 The Takeoff Tab Right Side Dockbar: Layers, Overlay, Views, Punch List, Cover Sheet, and Plan Organizer Panes - ConstructConnect Takeoff

05.02.03 Showing and Hiding Panes (Sliding Docks In and Out) on the Takeoff Tab in ConstructConnect Takeoff

06 Creating Takeoff Items and Layers

06.01 Takeoff Items and Layers in ConstructConnect Takeoff

06.02 Creating Custom Layers in ConstructConnect Takeoff

06.02.01 Best Practice - Using Custom Layers in ConstructConnect Takeoff

06.02.02 Adding a Custom Layer to a Bid in ConstructConnect Takeoff

06.02.03 Deleting a Custom Layer from a Bid in ConstructConnect Takeoff

07 Setting Scale and Drawing Takeoff

07.01 Drawing Takeoff (Measuring plans) in ConstructConnect Takeoff

07.02 Setting Page Scale in ConstructConnect Takeoff

07.02.01 Verifying the Page Scale You Set Matches Your Plan in ConstructConnect Takeoff

07.02.02 Calculating Page Scale in ConstructConnect Takeoff

07.02.03 How to Account for More than One Scale on a Page in ConstructConnect Takeoff

08 Bid Areas

08.01 How to Use Bid Areas to Organize and Separate Takeoff Quantities in ConstructConnect Takeoff

08.02 Automatically Created Page Areas in ConstructConnect Takeoff

08.03 The ConstructConnect Takeoff Areas (Bid Areas, Typical Areas) Toolbar on the Main Toolbar

08.04 The ConstructConnect Takeoff Bid Areas Dialog Box, Toolbar, and Shortcuts

08.05 Adding (or Creating) Bid Areas in ConstructConnect Takeoff

09 Advanced Takeoff - Multi-Condition and Typical Takeoff

09.01 Advanced Takeoff: ConstructConnect Takeoff Multi-Condition and Typical Takeoff

09.02 ConstructConnect Takeoff Multi-Condition Takeoff (patented)

09.03.01 Drawing Multi-Condition Takeoff When Areas are Included - ConstructConnect Takeoff

09.03.02 Drawing Multi-Condition Takeoff When Only Linear and Count Takeoff Items are Selected - ConstructConnect Takeoff

09.03.03 Drawing Multi-Condition Takeoff When Only Linear Takeoff Items are Selected - ConstructConnect Takeoff

10 Annotations (Plan Markups) and Image Legend

10.01 ConstructConnect Takeoff Annotations - An Overview of Plan Markups

10.02 ConstructConnect Takeoff Annotations Toolbar and Tools

10.03 ConstructConnect Takeoff Annotations: Dimension Lines

10.04 ConstructConnect Takeoff Annotations: Textboxes

10.05 ConstructConnect Takeoff Annotations: Highlighter

11 Selecting and Editing Takeoff and Annotation Objects

11.01 Selecting Takeoff Objects and Annotations in ConstructConnect Takeoff

11.01.01 Selecting Takeoff Objects and Annotations in ConstructConnect Takeoff by Clicking on Them

11.01.02 Selecting Takeoff Objects and Annotations in ConstructConnect Takeoff by Roping Them

11.01.03 Selecting Takeofff Objects and Annotations in ConstructConnect Takeoff Using the Context Menu and Keyboard Shortcut

11.01.04 Selecting Objects in ConstructConnect Takeoff - How to Use Vertices and Grab Handles to Adjust Objects

12 Advanced Plan Organization and Overlays

12.00 Tracking and Managing Project Document Revisions in ConstructConnect Takeoff

12.01 Editing an Existing ConstructConnect Takeoff Plan Set

12.02 Adding a Revision (Addenda) Set to a ConstructConnect Takeoff Project

12.03.01 Matching Revisions Before Saving the Revision Set in a ConstructConnect Takeoff Project

12.03.02 Matching Revisions After Saving the Revision Set in a ConstructConnect Takeoff Project

13 The Summary Tab in Detail (Analzying Takeoff Results)

13.01 The ConstructConnect Takeoff Summary and Worksheet Tabs

13.02 Using the ConstructConnect Takeoff Summary Tab to Analyze Takeoff Results

13.02.01 The ConstructConnect Takeoff Summary Tab Toolbar and Shortcut Keys

13.02.02 Showing and Hiding Columns on the ConstructConnect Takeoff Summary Tab

13.03 Filtering, Grouping, and Organizing Your Takeoff Results on the ConstructConnect Takeoff Summary Tab

14 The Worksheet Tab in Detail (Basic Cost Estimates and Bid Exports)

14.01 Using the ConstructConnect Takeoff Worksheet Tab to Generate a Unit Price Estimate

14.01.01 ConstructConnect Takeoff Worksheet Tab Toolbar, Shortcuts, and Context Menu

14.01.02 Adding Takeoff Item Property Columns to the ConstructConnect Takeoff Worksheet Tab

14.01.03 Takeoff Item Pricing and Worksheet Tab Pricing Are Synchronized in ConstructConnect Takeoff

14.02 Filtering The ConstructConnect Takeoff Worksheet Tab

15 Printing Plans and Takeoff

15.01 How to Print Takeoff, Plans, and Tabs in ConstructConnect Takeoff

15.02 Selecting Where to Print (Output or Destination) - ConstructConnect Takeoff

15.03 Selecting Which Layers to Print (What Takeoff/Annotation is Printed) - ConstructConnect Takeoff

15.04 Selecting Which Pages to Print - ConstructConnect Takeoff

15.04.01 Printing the Current View - ConstructConnect Takeoff

16 Organization Information (Masters plus You and Your Company)

16.01 What Are ConstructConnect Takeoff Masters?

16.02 ConstructConnect Takeoff Masters - Takeoff Item Templates and Takeoff Item Groups

16.02.01 Adding, Editing, and Deleting Takeoff Item Templates in ConstructConnect Takeoff

16.02.02 Adding and Adjusting Takeoff Item Template Pricing in ConstructConnect Takeoff

16.03 Takeoff Item Template Groups - ConstructConnect Takeoff

17 User Settings (Preferences)

17.01 ConstructConnect Takeoff Settings

17.02 ConstructConnect Takeoff Settings - Takeoff Default (New Bid Settings)

17.03 ConstructConnect Takeoff Settings - Preferences

17.04 ConstructConnect Takeoff Settings - Snap Angle

17.05 ConstructConnect Takeoff Settings - Crosshairs

18 Add-Ins

18.01 Using the ConstructConnect Takeoff Live Link™ Add-In for Excel™

18.01.01 Enabling ConstructConnect Takeoff Live Link Add-In

18.01.02 The ConstructConnect Takeoff Live Link Ribbon Bar and Context Menu

18.01.03 Connecting Your Excel Workbook to a ConstructConnect Takeoff Bid

18.01.04 The ConstructConnect Takeoff Live Link Panel in Excel