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Sending Project Documents to Takeoff Applications

In addition to downloading documents into a Zip file (DV - Downloading Documents from Document Viewer, from Document Viewer, you can send project Plans, Specifications, and other project documents to your favorite takeoff software or open the project directly in ConstructConnect Takeoff, On-Screen Takeoff, or PlanSwift.

ConstructConnect

On-Screen Takeoff and PlanSwift

Opening a Project in ConstructConnect Takeoff

If your company owns licenses for ConstructConnect Takeoff, in Bid Center/Project Intelligence, you’ll see the Document Viewer Send to Takeoff button sends the project to CCTO button in the Documents section...

CCPI Project Details Page showing Send to Takeoff button

In Document Viewer, you'll see the "ConstructConnect Takeoff" button in the upper-right corner of the screen.

Document Viewer ConstructConnect Takeoff button sends project to CCTO

ConstructConnect Document Viewer - CC Takeoff button highlighted

Click either the Send to Takeoff or the ConstructConnect Takeoff button and the project is sent to the Takeoff cloud so it can be opened it ConstructConnect. Once prepared, you’ll see a pop-up advising you to confirm you want to send the project to ConstructConnect.

Prompt to send a project to CCTO

Click Open ConstructConnect Takeoff if you already have CCTO installed (if you have not installed ConstructConnect Takeoff, click the link below that button to download and install CCTO, then return to this page).

When you click Open ConstructConnect Takeoff, you’ll usually see a prompt such as this...

Prompt to allow browser to open CCTO

ConstructConnect Takeoff launches (if it isn’t running already) and your Project is opened automatically to the first Page.

CCTO opens the project

It may take a few minutes for all Pages to be downloaded and become available.

When updated project documents are posted to this Project, these changes are automatically reflected in the project in ConstructConnect Takeoff. Updates are shown as additional Plan Sets/Revisions of Pages.

For more information about using Platform projects in CCTO, see: Working with Project Intelligence Projects in the ConstructConnect Takeoff User Guide.

Opening a Platform Project in On-Screen Takeoff or PlanSwift

First, select the plans and documents you want to download in the Document Tree (if you don't select any, all documents are sent to the takeoff app).

Document Viewer highlighting document selection

Next, click the “Open With” drop-down.

Document Viewer Open With menu

Select an option to continue.

  • On-Screen Takeoff, or
  • PlanSwift

Follow the instructions in the user guides for your takeoff product to install the Connect utility and download documents, see Related Articles.

When updated project documents are posted to this Project in the Platform, you must manually download and match them to existing Pages.

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