Creating takeoffs

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 from scratch:

1. Open 9-5 Takeoffs.
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 the 9-5 Takeoffs window, 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:

   1. Select and insert assemblies. Review each assembly to add missing parts, delete unnecessary parts, and edit part quantities as needed.
   2. Select and insert individual parts.
   3. Declare the values for local variables in assembly and part formulas.
   4. Verify that you have entered quantities for assemblies and parts where needed.
   5. Verify the cost codes, cost types, tasks, and vendors.
   6. Enter rough estimate values if you don't have exact values.
   7. Enter the overhead and profit rates.

   Tip: You can select the Lock Edit checkbox on the Takeoff Details tab to prevent unauthorized users from editing or deleting the details of a takeoff, while preserving the ability to view and export the takeoff.

9. On the menu bar, click Options, then Calculate, or click the calculate button.
10. Click File > Save.