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Autodesk Quantity Takeoff Getting Started Guide
Welcome to Autodesk Quantity Takeoff 2012 (QTO). QTO gives you the tools to perform digital quantity takeoff, which is faster, easier, and more accurate than manual methods. Use the exercises in this guide to learn how to use QTO by following a typical workflow. You can follow this workflow when you create your own takeoff projects. Topics in this section • • • • • • • • • • Overview Creating a Project Exploring QTO Organizing Your Project Creating Takeoff Items Performing Quantity Takeoff Viewing and Validating Takeoff Data Creating and Viewing Reports Exporting Takeoff Data Publishing a Project to a DWF File
Using QTO, you can combine multiple sources of two-dimensional (2D) and three-dimensional (3D) design data and generate quantity takeoff to create a cost estimate. Both DWF and non-DWF files can be used as source files. All data associated with a given estimate is stored in a QTO project. DWF Files DWF stands for Design Web Format™, which is an open, secure file format developed by Autodesk. Using DWF, you can combine rich 2D and 3D design data, as well as other project-related files, into a single, highly compressed file. You can use DWF files (and DWFx files) that are published from several design applications. Because of variations in publishing methods, the source application of the DWF file determines the level of automatic takeoff functionality that will be available when you import the file into QTO. Non-DWF Files Non-DWF files that can be used in QTO include PDF files, DWG files, and image files, such as JPG, TIF, and GIF. To import DWG files, you must have DWG TrueView™ installed. DWG TrueView is included as an installation option on the QTO product DVD. Tip Optimize PDF files for use in QTO by using the image settings within the PDF print driver to down sample all images to below 150 ppi. The default setting of 300 ppi is optimized for printer output, not on-screen display, so it will not deliver optimal performance for importing and displaying PDF images in QTO. For best results, test your PDF output in QTO and, if necessary, make adjustments to down sampling and compression settings to publish clear images at the smallest possible file size. (Down sampling reduces file size; compression reduces files size and can affect image clarity.) Takeoff Methods QTO provides a comprehensive set of takeoff tools for use with 3D DWF models, 2D DWF sheets, and non-DWF files. Tool availability is determined by the types of files you use. If you work with model-based 2D and 3D DWF files, you can use either automatic takeoff tools or manual takeoff tools. If you work with DWG and image files, such as PDF’s and TIF’s, only manual tools are available. • • Automatic takeoff tools: For use with 3D DWF models and 2D DWF sheets. Using the design data embedded in the DWF files by publishing applications, these tools create takeoff data automatically. Manual takeoff tools: For use with 2D DWF sheets and non-DWF files (DWGs, PDFs, TIFs, GIFs, and JPGs). These tools create takeoff data by measuring drawing geometry that you select or manually trace on a sheet. Note Manual takeoff is sometimes called on-screen takeoff.
4. Start QTO. and a message notifies you that the project is ready to use. The selected files display on the Import Files page. navigate to C:\Program Files\Autodesk\Autodesk Quantity Takeoff 2012\Help \Getting Started (Metric). 1. When you start QTO for the first time. accept the default of My Documents. Because you selected a catalog to import. trades. navigate to C:\Program Files\Autodesk\Autodesk Quantity Takeoff 2012\Help\Getting Started (Metric). for Catalog. the Quick Start dialog displays. 7. click New Project. On the Select Catalog page. 8. For Path. Takeoff items are typically organized in a catalog. you create a project and import a set of Revit® Architecture plans to use in subsequent exercises. On the Import Files page. and click Import. 15. or click Browse and select a different location for the project. 14. 3. They typically contain groups of takeoff items that define the materials for which you will create takeoff measurements. 12. In the Project Setup Wizard dialog. NO LABEL the selected files display on the Import Files page. Select a currency. Note: If the Quick Start dialog does not display. In the Select Items to Import dialog. A QTO project is a collection of drawing files and takeoff items that yield the material quantities needed for a construction or renovation job. In the Import Sheets & Models dialog. enter Basic Takeoff. Click Next. Click Next. for Name. Click Next. click Add.Creating a Project The first step in using QTO is to create a project. Select Set as default for new projects if applicable. click File menu new. You can control the content of your project catalog at any level of the hierarchy. select a Unit System. 11. 10. 13. Select only the QTO Dormitory files with a . In the Quick Start dialog. In the Import Catalog dialog. select Browse. and then expand Interior Doors to see the items in this subgroup. select Getting Started_metric. Click Finish. In this exercise. or other categories.dwf extension. The project is created. Select Set as default for new projects if applicable. The project opens. QTO now gives you the opportunity to specify the exact catalog content to import. 6. grouped by disciplines. 2. Drawing files can include both DWF and nonDWF files.att. divisions. Click Close. the Interiors group and all its subgroups and items will be excluded from the catalog you . 5. on the Name Project page. Catalogs define the organizational structure of your project. If you clear the Interiors check box. under Drawings/Models. 9. and click Import. expand Interiors. On the Project Settings page.
You need the Interiors group. only that item will be excluded from the project catalog. Click the Takeoff palette on the left side of the QTO window. subgroups. The catalog structure forms the organizational model for your takeoff project. the Existing Conditions group is not needed. the Takeoff palette is populated with groups. only this subgroup and its items will be excluded. The catalog import is complete. If you clear the Interior Doors check box. all other interior door items will be included. Clear the check box for Existing Conditions to exclude this group from your project. In a later exercise. and click OK. 16. and expand Interiors\Interior Doors.import. When you import a catalog. . If you clear an interior door item. and items for your sample project. and items that are derived from the catalog. The Takeoff palette is where you store and manage all takeoff data for a project. subgroups. 17. you refine the catalog in preparation for creating takeoff. 18. Retain checkmarks at all levels of the Interiors group. However.
the Workbook is docked at the bottom. Tip: If you are already familiar with the QTO user interface. and frequently used palettes display as tabs at the left of the window.Exploring QTO The following topics introduce you to the default QTO user interface and describe options for customizing it to best suit your needs. the default window is populated with takeoff data you create by doing the exercises in this guide. In the following illustration. the toolbar is docked at the top of the QTO window. skip to Organizing Your Project to continue working in your newly created project. . Topics in this section • • • • • • • QTO Window Menu Bar Toolbar Canvas Palettes Cross-Selection of Objects Setting Up Your Workspace QTO Window By default.
you can specify the segment type (line or arc). When you select a tool. the method for handling continuously drawn segments (as a single takeoff measurement or as individual takeoff measurements). the toolbar provides all the tools you need to navigate sheets and models. General Tools Select.Menu Bar The menu bar at the top of the QTO window gives you access to all available actions. as well as count objects in project drawings. and add markup. and the color and opacity applied to the markup. tool options are displayed below the tool on the Contextual Tools palette. click next to the icon to display all options. Selects geometry on a sheet or model. you can measure lengths and area. Zoom Rectangle. if you select the Polyline Linear Takeoff tool. Using the takeoff tools. create takeoff data. Clicking a menu bar item displays a set of related commands. If there are multiple tools grouped under one tool icon. For example. Toolbar Directly below the menu bar. . Pan. Zooms in and out on a sheet or model. Moves a sheet or model on the canvas. Zooms in to a specified rectangular area on a sheet. Zoom Tools Zoom.
. Area Takeoff Tools (Manual) Polyline Area Takeoff. Linear Takeoff Tools (Manual) Single-Click Linear Takeoff. Yields a linear measurement of one or more line or arc segments. Yields a linear measurement from rectangular geometry. Used to change the position of a 3D model. Removes a takeoff measurement from a closed polyline area. Counts takeoff objects. Rectangle Linear Takeoff. Measures a single piece of geometry in rich DWF sheets with published attributes.Tip From a zoomed view. double-click a Zoom tool to fit the content to the window. Used to change the position of a 3D model. Rectangle Backout Takeoff. Single-Click Auto Takeoff. Yields an area measurement from elliptical geometry. Orbit. Extracts the object tree from a 3D model and adds it to the Takeoff palette. Searches for and creates takeoff for all geometry that matches user-defined search criteria. Backout Takeoff Tools (Manual) Polyline Backout Takeoff. Count Takeoff Tool (Manual) Count Takeoff. Rotate Tools Turntable. Polyline Linear Takeoff. allowing movement in any direction. Removes takeoff measurements from rectangular geometry. Measures a single piece of linear geometry in rich DWF sheets. Ellipse Area Takeoff. Ellipse Linear Takeoff. Yields an area measurement from rectangular geometry. Automatic Takeoff Tools Model Takeoff. Yields a linear measurement from elliptical geometry. The result is the same as clicking View menu Fit to Window. Yields an area measurement from a closed polyline made up of line or arc segments. with the Z axis constrained. Rectangle Area Takeoff. Search Takeoff.
Polyline. On the canvas. the canvas contains an additional screen element that is not displayed with sheets: the ViewCube. Text. Adds markup shapes to a sheet. Removes takeoff measurements from elliptical geometry. Adds a callout to a sheet. which displays the sheet or 3D model selected on the Documents palette. annotate sheets using markup tools. Rectangle. Use the compass ring on the ViewCube to orbit the model in any direction. and validate the completed takeoff data.Ellipse Backout Takeoff. Adds a stamp to a sheet. Canvas The canvas is the large area in the middle of the QTO window. Removes count takeoff. Count Backout Takeoff. Stamp. and Ellipse. . you create takeoff from sheets and models. When displaying a 3D model. Markup Tools Shape. Callout. Click the ViewCube to switch between standard and isometric views of your model. Options include Line. Adds markup text to a sheet.
In the following illustration. takeoff data. Clicking a Project documents. The document you select on the Documents palette displays on the canvas. A legend is a reference table on a drawing sheet that lists and defines the colors used for takeoff markup on the sheet. Takeoff indicators display on document icons to identify sheets and models that contain takeoff data. and images for your project. The values in the Takeoff column represent the sum of manual takeoff and visible automatic takeoff for each sheet and model. the Documents palette contains the folder structure that is created when you import files for the Basic Takeoff project in this guide.Palettes The menu bar at the top of the QTO window gives you access to all available actions. rename. you reorganize the folders and documents. Project documents are organized in a folder structure that is similar to the navigation tree in Windows® Explorer®. and delete folders to organize project documents. models. Automatic takeoff that is present in multiple views is counted for each document in which it is visible. You can add a legend to any 2D sheet in a QTO project. and the tools you use to organize and view documents and data are arranged on palettes that display as tabs on the left side of the QTO window by default. Documents Palette The Documents palette is where you store and organize all sheets. In a later exercise. Put the cursor on a tab to display the palette. If a palette is not shown in the QTO window. The amount of takeoff contained in each document is displayed in the Takeoff column on the Documents palette. you can access it on the Window menu. . You can add. The check box in the Legend column controls the visibility of sheet legends.
View Options On the Documents palette. Thumbnails can serve as a graphical index. In a typical construction takeoff. • List: Displays the file icon and sheet name. In QTO. which are individual instances of the takeoff items in the sheets and models in your project. and objects is graphically represented in an expandable and collapsible navigation tree. the Takeoff palette contains the takeoff data you create by doing the exercises in this guide. click View Options to access the display options: • Large Thumbnails: Displays a scaled-down image to the left of the sheet name. • Objects: Items contain objects. The data is organized in the following hierarchy. Tip You can also access the display options by right-clicking an empty area of the Documents palette and clicking View Options. You can create multiple levels of groups and subgroups. such as interior walls and plumbing fixtures. groups store takeoff data. • Items: Groups contain items. to be measured and counted. This hierarchy of groups. Takeoff Palette The Takeoff palette is where you store and manage all takeoff data for a project. this highest level of organization is represented by groups. sections/elevations. which forms the organizational structure of your project: • Groups: Like folders and subfolders. In the following illustration. . or view type (such as plans. which are families of objects. and details). making it easier to visually scan and recognize images. division. items. • Small Thumbnails: Displays a reduced-size thumbnail image to the left of the sheet name. trade. the information is organized by discipline.
items. An item-level selection controls the visibility all objects within the item. In addition. 3. A checkmark in a box at any level of the tree indicates that takeoff graphics are visible on the canvas. when you lock an item. click View Fit to Window. QTO opens the view and zooms in to the selected takeoff object. although it may be visible. you cannot delete it or drop objects into it (although you can add objects to it using takeoff tools or assignments). To show/hide takeoff data: Use the Show/Hide option to filter or isolate takeoff data for review and validation. QTO displays a list of all project views that contain the object. To locate a takeoff object on the canvas: 1. and click Views. To lock/unlock takeoff objects for editing: Use the Lock/Unlock option to control the editing of completed takeoff items.View and Edit Options The left side of the Takeoff palette contains check boxes that you use to control whether takeoff graphics are shown or hidden on the canvas and whether takeoff data can be edited. Use the Takeoff palette context (right-click) menu to access another view option: The Views command locates and zooms in to a selected takeoff object. Select a view drawing from the list. . 2. right-click the object. You can control the visibility of all takeoff graphics by selecting/clearing the check box next to the column headings. To zoom back out to the full window view. Objects can be selected individually. On the Takeoff palette. and objects within the group. A group-level selection controls the visibility of all subgroups. A in a box at any level of the tree indicates that the takeoff cannot be selected on the canvas.
the Properties palette displays property data for an object selected on the canvas. For example. the published DWF properties for the wall display on the Design tab.Properties Palette When you view a DWF sheet or model that was published from a design application. when you select an interior wall on the canvas. and the takeoff measurements display on the Takeoff tab. such as AutoCAD® Architecture or Revit® Architecture. as shown. Design Tab Takeoff Tab .
The blue rectangle acts as a magnifying glass on the sheet. This can be helpful when you are working with a very large detailed sheet. the blue frame on the Navigator palette outlines the area of the sheet that is currently in view. the objects that are published from the design application display on the Model palette in a navigation tree that is similar to the tree in Windows® Explorer®. At the bottom of the Navigator palette is a zoom control toolbar. Model Palette When you are viewing a 3D DWF file. Use the controls to zoom in or out by small or large increments. . Drag it to reposition the view location on the canvas.Navigator Palette When you are viewing a 2D sheet on the canvas.
Restores the default view of the model. hatch pattern. and font size. with all objects shown on the canvas Transparent. such as line or fill color. Hides all objects from view except the selected object(s) Show All. text color. or object and places the results on the Takeoff palette Takeoff to Item. Hides the selected object(s) from view Hide Others. click View menu Standard Views to access a full set of model views: Contextual Tools Palette The Contextual Tools palette identifies the currently selected tool and provides access to tool options. and then right-click to access commands for filtering the display of the model on the canvas and for creating takeoff for the selected group. Selects all objects except the object(s) selected on the Model palette Takeoff. Use bookmarks to navigate to published or user-specified locations in the sheet or model.You can make a selection at any level of the tree. item. Creates takeoff for a selected group. Toggles the object display between transparent and opaque Invert Selection. opacity. . Adds takeoff results for selected items or objects to a specified item on the Takeoff palette View Options As you work with a 3D model. Bookmarks Palette The Bookmarks palette displays any bookmarks that were created in the drawing file by the design application from which the drawing file was published. item. or object: • • • • • • • Hide.
Use the navigational links in the search results to navigate to an item and view its takeoff data.Layers Palette Use the Layers palette to show or hide layers that were created in the design application from which the drawing file was published. items. Search Palette Use the keyword search feature on the Search palette to locate all occurrences of a word or phrase in sheets. and objects. takeoff groups. . models.
click the Back button in the upper-left corner of the Workbook. Workbook The Workbook palette is located at the bottom of the QTO window by default. In the summary view. The Forward button . To display their material. The Workbook is organized by tabs that match the top-level groups (for example.The Search palette works in conjunction with the Search function on the menu bar. such as: How many doors are needed for the 3rd floor? How much will they cost? What will it cost to install them? From the summary view. which is a compilation of all takeoff information for all categories. which displays next to the Back button in the summary view. and press ENTER. provides another way to view item detail. disciplines. . When you enter a keyword in the Search field. In the detail view. and equipment costs. The quantity and cost data in the Workbook can help you answer questions. Note The units of measure that display in the Workbook are typically specified when you create takeoff items. Like other palettes in QTO. divisions. however. right-click any column header in the Workbook and select the cost columns to display. labor. the tabs are active. or trades) on the Takeoff palette. Use the Workbook to view detailed takeoff data for the active sheet or the entire project. Click a tab to view its contents. double-click an item to display the detailed object data associated with it. By default. It contains one additional tab: the Summary tab. You can then use the Search palette to refine the results. the Workbook shows a summary of takeoff items with their associated quantities. Select an item and click to view its object data. the tabs are inactive (dimmed) because the view is limited to the object data for the selected item. you can move the Workbook so that it displays as a tab on the side of the QTO window. you can modify them directly in the Workbook. the Search palette displays the results. To return to the summary view.
To change the width of the Selection field. Navigate and edit Workbook cells using functionality like that found in Microsoft® Excel®. put the cursor over the boundary on the right side of the field. Use the formula bar to enter formulas for items and objects. item. Adjusting Row Size and Column Layout By default. at the project level (Takeoff palette). vertically. Press SHIFT + TAB to move one cell to the left. the corresponding object is selected both on the Takeoff palette and in the Workbook. the Workbook displays takeoff data for the current sheet. Similarly.Working with Data in the Workbook The Workbook contains object data for all of the takeoff you create in a project. down. Row Size is set to Medium. it includes the option to view data for the entire project. and it is saved as a display setting. the takeoff geometry is selected on the canvas. such as dimensions and measured quantities. or object that is currently selected in the Workbook. and select a size option. With a cell selected: • • • • • • Press the TAB key to move one cell to the right. When Sheet is selected. Resizing the Selection Field The Selection fields in the upper-left corner of the Workbook displays the group. the font is increased or Cross-Selection of Objects When you select takeoff geometry on the canvas. (Workbook palette (Workbook palette menu) Workbook Filter. Row Size. This 3-way visual cross-referencing of objects—on the canvas. however. To change the height of the rows in the Workbook. Override item data. The filter option you specify is applied to both the summary and detail views of the Workbook. click menu) decreased proportionally. so it persists from session to session. When you increase or decrease the row size. drag the boundary until the field is the width you want. subsequent takeoff measurements are added to the totals for that item in the Workbook. left. and at the sheet or project level (Workbook)—can help you manage and validate takeoff data. that takeoff measurement is recorded for the item in both the summary and detail views of the Workbook. Viewing Data for the Current Sheet or Entire Project By default. When Project is selected. the name of the sheet or model displays in the Workbook header. when you select an object on the Takeoff palette or in the Workbook. Press the ENTER key to move one cell down. Use the arrow keys to move up. When you select an item on the Takeoff palette and use a takeoff tool to count or measure a piece of geometry on a sheet. To switch between Sheet and Project views. or right one cell at a time. click and select a view option. When the cursor changes to a double-headed arrow. the name of the project displays in the header. As long as the item remains selected on the Takeoff palette. . by making entries in cells and pressing the ENTER key.
or the title bar on the floating toolbar. Reset Window Layout. QTO expands groups and subgroups on the Takeoff palette. Arranging Tools and Palettes You can move the toolbar and palettes to best suit your needs. to expose and highlight the selected object. In the summary view of the Workbook. the item is highlighted in gray. but QTO does not expose it automatically as it does on the Takeoff palette. • • When the takeoff group that contains a selected object is collapsed. Setting Up Your Workspace This section describes various options for arranging the elements of the QTO user interface to suit your work preferences. When the item that contains a selected object is collapsed. expand the item to see the selected object. On the Takeoff palette. you can revert to the default workspace layout by clicking Window menu Move the toolbar: Drag the move handle on the docked toolbar. double-click the item to see the selected object. as needed. . At any time. When an object is selected on the canvas.These are the rules that govern the visual cross-referencing of objects: • • A selected objected is always highlighted in blue on the Takeoff palette and in the detail view of the Workbook. expand the item to see the selected object. right-click it. the group is not highlighted. Expand the group to see the highlighted item. The object is also highlighted in the Workbook. to the new location. indicating that it contains the currently selected object. and click Locate Object to quickly find the corresponding item and object on the Takeoff palette.
Change the width of a column: 1. and click the name of the column you want to hide or show. Center docking controls 3. and sort columns on the Documents palette. 2. Change the column order: On the Documents palette and in the Workbook. on the Takeoff palette. 2. Optimize the width of a column: Double-click a column boundary to change the column width to fit the contents. move any column (except the Description column) by selecting it and dragging it to a new position on the palette. Hide or show a column: Right-click any column heading. . Click the column header again to sort it in ascending order. click .Move a palette: 1. docking controls display at the center of the canvas and at each edge to show where the palette can dock. The column settings you specify persist from session to session. Drag the title bar to the new location. Reset Window Layout. Sort columns: By default. Drag the palette over one of the docking controls. and in the Workbook to manage the display of data. Reset the window layout: After docking palettes. You can move columns on the Documents palette and in the Workbook. columns are sorted alphanumerically in ascending order. Drag the boundary until the column is the width you want. When you drag the palette. Put the cursor over the boundary on the right side of the column heading. resize. and release the mouse button to dock the palette. 1. The cursor changes to a double-headed arrow when the boundary is selected. Click a column header to sort the values in the column alphanumerically in descending order. On the palette title bar. 2. you can restore the default layout by clicking Window menu Modifying the Column Layout on Palettes You can show/hide. Change the tab order in the Workbook: Move any tab by selecting it and dragging it to a new position in the Workbook.
Organizing Documents All project documents are organized in folders on the Documents palette. such as TIF files. In the following exercises. Click File menu Import Sheets & Models.gif file. rename. and delete documents and folders at any time during the project life cycle. or click (Documents palette menu) Import. navigate to C:\Program Files\Autodesk\Autodesk Quantity Takeoff 2010\Help\Getting Started (Metric). rename. Importing Documents When you import DWF files. Press and hold CTRL while selecting the following files: • A101 .Entry Level & Upper Level 1_m folder to view its contents. and click Delete. You also organize the Takeoff palette to set up the structure that will hold the takeoff data you create. You can add.tif 4. each folder contains one sheet. or you can delete them collectively by deleting a folder. such as Floor Plans.Entry Level & Upper Level 1_m. you add documents to your project and organize them on the Documents palette. 2. Sections. You can delete documents individually. Click Import.Entry Level & Upper Level 1_m folder that contains the . On the Documents palette. In the Import Sheets & Models dialog. you organize documents in folders based on view type. you can import additional documents. select the A101 . For image files. You can also move. the sheets and models are placed in folders with names that are derived from the names of the DWF files. and delete folders. Right-click the folder.Entry Level & Upper Level 1_m.Entry Level & Upper Level 1_m. 5.Organizing Your Project When you create a project. but it is generally best to organize project documents before you start the takeoff process. 2. In the alert dialog. . expand each A101 . Note that if there is takeoff on a sheet or model you delete. In this exercise. and you can move documents among folders to organize them for efficient use. Each folder contains all sheets that were in the DWF file. After creating the project. click Yes. 3. the takeoff is deleted from the project. the documents you import are organized in folders on the Documents palette.pdf • A101 . Delete a folder: 1. A folder is created for each imported file. and Elevations. Ceiling Plans. 3. Import documents: 1. On the Documents palette.gif • A101 .
5. Enter QTO Dormitory Model. select the QTO Dormitory Revit A100 Sheet_m folder. 2. as shown: Rename a document: 6.Entry Level & Upper Level 1_m New folder name Floor Plans Elevations Sections Ceiling Plans Non-DWF Move documents to folders: 4. Enter Site. and click it to enter editing mode. and click Rename. and click Rename. rename the following folders: Old folder name QTO Dormitory Revit A101 Sheet_m QTO Dormitory Revit A200 Sheet_m QTO Dormitory Revit A300 Sheet_m QTO Dormitory Revit A601 Sheet_m A101 . and drag Sheet: A103 . . move all of the 2D sheets to the appropriate folders. Expand QTO Dormitory Revit A103 Sheet_m. Using the same method. right-click.Upper Level 2 & Roof into the Floor Plans folder. and press ENTER. you can highlight the folder or document name. 8. Right-click QTO_Dormitory_2010. 7. On the Documents palette.Rename folders: 1. 3. Tip Alternatively. and delete the empty folders. and press ENTER. Using the same method. Expand the QTO Dormitory Revit 3D DWF_m folder.rvt.
and press ENTER. On the Takeoff palette. click an empty area of the palette so that nothing is selected. This unlocks the catalog. and click Group). click the lock icon in the column header next to Description. and click Yes when prompted to confirm the unlocking. add these top-level takeoff groups: Building Site. enter Exterior Construction. If you attempt to delete a group or item that contains takeoff data. Select Electrical. A top-level group is added to root of the Takeoff palette. 2. After you customize the Takeoff palette. Using the same method. For Remarks. which populated the Takeoff palette with takeoff groups and items. In the Takeoff Group Properties dialog. you export it as a catalog. Be sure to click an empty area of the palette before creating each group. Takeoff groups. You can also lock/unlock takeoff groups and items individually. Add top-level takeoff groups: 7. you based it on the Getting Started catalog. Select Specialties and click Tip: (Delete). On the Takeoff palette. add these subgroups: . and press ENTER. Furnishings. and click Properties. whether created through the catalog import process or with tools on the Takeoff palette. Tip: 8. 5. Right-click Shell. which can be used in other projects. 6. As you saw in an earlier exercise when importing a catalog. Delete unneeded takeoff groups: 1. 9. You can also delete selected groups by right-clicking and clicking DELETE. enter Exterior. Add subgroups: 10. 12. and click (New Group). Click OK. Using multiple levels of groups helps you create the organizational structure you need for your project. and Plumbing. The Lighting Fixtures subgroup is added within the Electrical group.Organizing Takeoff Groups and Items When you created your project. you add. and rename groups and items to customize the Takeoff palette for your project. Using the same method. You can also right-click and click New Group. can be deleted at any time. you can exclude groups from your project catalog by clearing check boxes in the Select Items to Import dialog. In this exercise. QTO alerts you that your selection contains takeoff data and prompts you to confirm the deletion. 11. delete. 4. for Name. Rename a takeoff group: 3. Enter Electrical for the group name. allowing you to make changes. or you can click (Takeoff palette menu) New (New Group. Enter Lighting Fixtures for the group name.
Use catalogs to ensure a consistent data structure across QTO projects within your organization. enter Getting Started . Exterior. you might find it helpful to save it for use in another project. Click File menu Export Catalog. Enter Wall. The hierarchical structure of the groups and item data displayed on the Takeoff palette is saved in the catalog. 15. and press ENTER. Stud. Expand Exterior Exterior Walls. . Export a takeoff catalog: 17. 19. Exterior. Select Wall. 16. to export the catalog to a non-default location. navigate to that location. For File name. 14.Modified.Under this group Building Site Furnishings Plumbing Add this subgroup Surface Furniture Plumbing Fixtures Rename an item: 13. 18. In the Save as Catalog dialog. and click Save. Modifying a standard catalog and saving it with a new name is an efficient way of creating catalogs to meet the requirements of your project or office standard. The dormitory project requires a different type of exterior wall. Brick on CMU with Soldier Course. Click the item name to enter editing mode. Brick on Mtl. After you modify a catalog.
Examples of this item type include doors. which you defined by specifying the item type. A count takeoff item yields a total number. Qty 1 (Count). Double-click the new item to open the Takeoff Item Properties dialog. select Count. 3. and press ENTER. windows. New Item. On the Takeoff palette. enter 480. and accept the default multiplier. (New item). which is made up of several component items. The manner in which takeoff is calculated for each item is determined by the item type you specify when you create the item. select Plumbing Fixtures. (Takeoff palette menu) Enter Toilet . you create a takeoff item and an assembly on the Takeoff palette. For Material Cost. • Undefined. Examples of this item type include concrete slabs and rooms. The following item types are available: • Linear. A volume takeoff item yields a volume calculation.Creating Takeoff Items QTO uses a takeoff item to represent a specific material or unit summarized in a materials list or catalog. • Volume. notice that the Quantity 1 value (Count) cannot be edited. In the following exercises. you create takeoff items for plumbing fixtures and carpet. A linear takeoff item yields a linear measurement. Material Cost is the cost of raw materials. enter 196.480mm Seat Height for the item name. the item colors in your sample project may differ from those shown in this guide. Takeoff items can be simple. This is the primary quantity for the item. you specify that the cost of the item is 196 per unit. Note: Item colors are assigned sequentially as you create items. and click Tip: You can also right-click and click New Item. 4. Undefined items are not counted or measured when you use takeoff tools. Examples of this item type include flooring and carpet. • Count. You can calculate material cost either on a per unit or lump sum basis. If you have created items in QTO projects prior to beginning these exercises. By entering Qty 1 (Count) as the multiplier. On the Cost Data tab: • • Under Cost Quantities. • Area. An area takeoff item yields an area calculation. such as a door. . under Plumbing. Examples of this item type include trim and beams. Change the item type to create a valid takeoff item that can be counted or measured. for Height. On the General tab. 5. or more complex. Objects with this item type can be created only by automatic takeoff tools. In the Type column for the item. This is the default type for a newly created takeoff item. Create a plumbing fixture item: 1. select mm. and for Unit. 6. or you can click 2. and furnishings. such as a wall assembly. The new item is added to the Plumbing Fixtures subgroup. Creating a Takeoff Item In this exercise.
Click OK. and accept the default multiplier. For Labor Cost. Save the Dormitory project. On the Takeoff palette. 14. In the Color dialog. click the color value. and press ENTER. Qty 1 (Count). Labor Cost is the cost of installation. and click OK. select Clear. enter 130. In the Takeoff Item Properties dialog. and accept the default multiplier. select Area. enter 3. Carpet for the item name. and click OK.90. and then click the Default tab. 13. . Qty 1 (Area). view the available hatch patterns. Double-click the new item. you specify that the cost of installing the item is 130 per unit. For Hatch. 9. Enter Floor. and accept the default multiplier.• For Labor Cost. Create a carpet item: 8. 10. On the Cost Data tab: • • Note You can also specify a value for Equipment Cost to account for the cost of purchased or rented equipment needed for installation. By entering Qty 1 (Count) as the multiplier. 7. on the General tab: • • Under Visual Display. for Color. enter 1. click the hatch value. 11. The carpet item is added to the Floor Finishes subgroup. select a green shade. 15.30. Click OK. For Material Cost. For Type. In the Hatch Patterns dialog. and click (New item). Qty 1 (Area). 12. select Interiors Floor Finishes.
such as gypsum wallboard. not 50 x 150 mm as the assembly requires.Creating an Assembly Takeoff items that contain component items are called assemblies. select its components. make sure all of the assembly components have been added to the Takeoff palette. . Copy of 2440mm Wood Studs 50 x 100mm is added to the Takeoff palette. you can expand the wall item in the Workbook and view the component items that make up the wall. and click Duplicate. However. For example. and insulation. 2. you create a takeoff item for the interior wall assembly shown below. expand Materials Woods. the gypsum wallboard and R-19 insulation items already exist in the Materials group. right-click. wood studs. Create an item by copying a similar item: 1. Before creating an assembly item. Plastics and Composites. Select 2440mm Wood Studs 50 x 100mm. In this case. On the Takeoff palette. if an interior wall item is created as an assembly. In this exercise. you create the 50 x 150 mm wood stud item by copying and modifying the 50 x 100 mm item. the wood studs in the Materials group are 50 x 100 mm. In this exercise. and add formulas for quantity calculations. You then create the wall assembly item.
All components of the wall assembly are now available. and for Unit. select Linear.3. select Count. For Labor Cost. select mm. and accept the default multiplier. For Type. 7. 11. under Interiors. 10. . 5. On the Cost Data tab: • • 8. and accept the default multiplier. for Name. select Partitions. enter 2. On the Takeoff palette. enter 2440. select mm. For Thickness. enter 2440mm Wood Studs 50 x 150mm. 4. 6. Create an interior wall assembly: 9. Interior. Double-click Copy of 2440mm Wood Studs 50 x 100mm. On the General tab: • • For Height. enter 50. 2440mm Wood Studs 50 x 150mm is added to the Takeoff palette. In the Takeoff Item Properties dialog. (New item). and click The new item is added to the Partitions subgroup. For Type. and for Unit. Enter Wall. 12. enter 3. and press ENTER. 50 x 150mm Wood Stud Assembly for the item name. Double-click the new item. For Material Cost. Click OK.60.95.
16. on the General tab: • • • Under Dimension. For Thickness. The interior wall assembly is created. which will allow the software to calculate item quantities and costs. On the Assembly tab. R-19. • Click Select. select red. and for Unit. All formulas begin with an equal sign (=).13. and expand the subgroups to display the component items. In the Takeoff Item Properties dialog. In the Formula Editor: • For Quantity Values. Next. select Area. click the color value. • For Operators. Under Visual Display. and 2440mm Wood Studs 50 x 150mm. and for Unit. 14. (Add Unit). The costs you specify for the components of an assembly supersede any costs you specify for the assembly item itself. Insulation Fiberglass. 16mm. Enter formulas for components: 17. The value is displayed in the fx field. and the formula is displayed below it. you add formulas for the components. select /. While pressing CTRL. for Color. enter 150. select mm. select mm. click Apply. click in the Quantity 1 column. select the following: Gypsum Board. select the components by doing the following: Expand Materials. 18. . For Gypsum Board. and click OK. click • • 15. In the Browse dialog. 16mm. Blanket. In the Takeoff Item Properties dialog. for Height. enter 2440.
406 m. for Gypsum Board. after Area/.702. Area. click in the Unit column. select ea. and for Unit. enter 2. specify Length/. If you want to calculate the number of sheets needed for both sides of a wall. you add takeoff objects to the wall assembly. and Volume item types use the measurement units that are specified in the Takeoff Item Properties dialog for the component item. Components with Linear. specify Area/. (This is the area of a standard 2340 x 300mm batt of insulation. For a standard 1220 x 2440mm sheet of gypsum wallboard (2. In the Takeoff Item Properties dialog. 22. Using the same method. . and then view the quantity and cost totals in the Workbook. This is the unit of measure that the software will use when calculating the count formula. converted to square meters.88.88 square meters). specify formulas for the other components: • Insulation: For Formula. 16mm. and select ea. the formula to determine the number of sheets needed for one side of a wall is Area/2. Click OK. • Click . In a later exercise. (This calculation allows for a stud every . you would enter (Area/2. Save the Dormitory project. and for Unit. The wall assembly is now set up so that quantity and cost totals will be updated when you create takeoff for wall objects in project drawings. select ea. Takeoff groups and items do not display in the Workbook until they contain at least one takeoff object.) • 2440mm Wood Studs 50 x 150mm: For Formula.• In the fx field. Note Only components with a Count item type use this unit of measure. 20.406.88. 19.88) x 2.) 21.
creates takeoff data for multiple items based on search criteria you define. This tool. The geometry and properties for the objects are loaded into the Takeoff palette item. and JPGs). Understanding Takeoff Methods QTO provides a comprehensive set of takeoff tools for use with 3D DWF models. • Single-Click Auto Takeoff. 2D DWF sheets. you select a piece of geometry on a sheet and specify search criteria based on the object’s design data. extracts the object tree from the model and adds it to the Takeoff palette. This tool. which can be used only with 3D DWF files. The items that are created by the Model Takeoff tool are placed in a takeoff group whose name is based on the model name. Select an item on the Takeoff palette prior to starting a search takeoff to have the results added to that item and named based on the item’s family or style. PDFs. or item) on the Takeoff palette. you use the tools in QTO to perform digital quantity takeoff. First. DWG sheets. lets you create a takeoff measurement with a single click on a piece of geometry. . This tool. You create valid takeoff for these items by dragging them to a defined area (root. which can be used with 3D models and 2D sheets. group. and image files (TIFs. Using the tool. The software finds all objects in the project that match the search criteria. JPG) Automatic Takeoff Available? Yes Yes (except Model Takeoff) No No Manual Takeoff Available? No Yes Yes Yes (except Single-Click Linear Takeoff) Automatic Takeoff Tools Use automatic takeoff tools with 3D DWF models and 2D DWF sheets. The type of document you select on the Documents palette determines the tools that are available for automatic and manual takeoff (sometimes called on-screen takeoff): Document Type 3D DWF model 2D DWF sheet DWG sheet (from DWG TrueView™) PDF or image file (TIF. • Search Takeoff. These tools are: • Model Takeoff. GIFs.Performing Quantity Takeoff In this section. you learn about takeoff methods and how to set the sheet scale for image files in preparation for using the takeoff tools. which can be used with 3D models and 2D sheets. These tools create takeoff data using the design data embedded in the DWF files by publishing applications. GIF.
4.tif. This group of tools lets you record area measurements by tracing geometry on a floor plan. and click OK. 2. 5. JPG). select A101 . TIFs. 3. by clicking on a line.Entry Level & Upper Level 1_m. Without a sheet scale. only the Count Takeoff tool is available.pdf. or set the precision manually by plotting points in a drawing. you use a known object measurement to specify the scale for an image file. in the case of the Single-Click Linear Takeoff tool. On the Documents palette. For Scale Style.Manual Takeoff Tools Manual takeoff tools can be used with 2D DWF sheets and non-DWF files. For Sheet Scale. On the canvas. . and JPGs. if known. Specifying Sheet Scale DWF files have a scale that is set when the file is published. You can select a predefined scale. In the Document Properties dialog. GIF. Backout Takeoff. On the Documents palette. and click Properties. you must specify the sheet scale before you can use the manual takeoff tools for linear or area measurements. you select a predefined scale for an image file because the scale of the original drawing is known to be 1:50. Count Takeoff. you can specify drawing units. select Millimeters. That scale is reflected in the measurements that are calculated and displayed in QTO. expand Non-DWF. For Drawing Units. right-click. Specifying the scale calibrates the manual takeoff tools to resolve distortions in scanned image files. set the scale of the image file manually by plotting points in the drawing. This tool lets you tally and record occurrences of objects. In this exercise. 1. These tools are: • • • • Linear Takeoff. select 1:50. such as windows and doors. click the Units and Scale tab. Specifying Scale Manually When you do not know the scale of the original drawing. Selecting a Predefined Scale In this exercise. zoom in to the south entry door. For both DWF and non-DWF files. This group of tools lets you record linear measurements by tracing lines on a floor plan or. They measure drawing geometry to create takeoff data. Area Takeoff. select A101 . You cannot change the scale of a drawing when the scale is set by the authoring application. 2. This group of tools lets you refine takeoff data by subtracting from previously recorded counts or measurements. GIFs.Entry Level & Upper Level 1_m. select Engineering. which include DWGs. For PDFs and image files (TIF. that you want to quantify on a floor plan. PDFs. 1.
3. enter 1830. 6. Click Document menu Units and Scale. Click Set scale by plotting points. In the Set Scale by Plotting Points dialog. you select an object with a known dimension to use as the baseline segment. and select Millimeters. For Drawing Units. trace the width of the south entry door as the baseline segment by clicking to specify the start point and clicking again to specify the end point. On the canvas. the scale calculation updates dynamically. Because the south entry door is known to be 1830 millimeters wide. In the Document Properties dialog: • • 5. for Baseline Segment Length. select Millimeters. If you change the length or unit of measure of the baseline segment. press and hold SHIFT while drawing. and then draw the segment that represents that value. QTO records the measured length of the segment and calculates the scale of the drawing. you enter the value. . 4. In order to scale a drawing accurately. This command opens the Document Properties dialog directly on the Units and Scale tab. Tip: To draw a line that is perfectly horizontal or vertical.
the calculated scale displays as the value for Custom Scale. you create valid takeoff for those items and objects. and your selections are used to predictively assign item types during subsequent uses of the tool. If the project contains matching 2D sheets. QTO extracts the object tree from the 3D model and places it in a group on the Takeoff palette. The first time you use the tool. 8. When you define the item types. and then you define objects from the model to populate your takeoff structure with data. In this exercise. . In previous exercises.7. Using Automatic Takeoff Tools Use automatic takeoff tools to create takeoff for objects in 3D models and 2D sheets. Click OK. Automatic takeoff tools use the design data from the publishing application to create takeoff. Using the Model Takeoff Tool Model takeoff is available only for 3D models. these sheets are marked up and cross-referenced. Click OK. you perform a model takeoff. You can perform model takeoffs on multiple models in a project. all items in the group have an Undefined item type. When you perform a model takeoff. you created the hierarchy for your takeoff project and created items with cost and dimension data. rather than measuring drawing geometry as manual takeoff tools do. In the Document Properties dialog.
2. Default object properties are specified on the Mapping tab . Only defined objects are measured and counted in QTO. expand Doors object (M_Bifold-4 Panel). As you work. On the palette title bar. click (Model Takeoff). which is the property that is measured during takeoff. When a dialog prompts you that the takeoff is complete. When the cursor changes to a double-headed arrow. for example. 4. 6. You can also perform a model takeoff by clicking Takeoff menu immediately. The item type defines the primary dimension of the item. The QTO Dormitory Model group holds all of the model takeoff data. Next. click . based on item type. Model to start the takeoff Click the model on the canvas to start the takeoff. notice that some dimensions are mapped automatically. Under QTO Dormitory Model. On the Documents palette. and select QTO Dormitory Model. Pinning and resizing the Takeoff palette can help you work more efficiently as you define model takeoff results. On the toolbar. expand QTO Dormitory Revit 3D DWF. M_Bifold-4 Panel 1220 x 2134mm to display the door The object is Undefined. Open the Takeoff palette. by default. 3. click Close. QTO generates quantities for model objects by extracting their embedded design data and mapping it to dimensions in the catalog. Linear items are mapped to Length. 7. drag the boundary until all of the dimension columns are visible.Perform a model takeoff: 1. 9. The object tree that populated the Model palette when you imported the 3D model is now added to the Takeoff palette. Put the cursor over the boundary on the right side of the palette. 8. Objects created through model takeoffs and other automatic tools are quantified when their item type is defined and at least one dimension is mapped. Define the model takeoff data: 5. and locate the QTO Dormitory Model group. Each dimension is also mapped to a default object property. you define the door object by dragging it to a defined item on the Takeoff palette.
you select a property for Stair objects that do not contain the default Length property. you define multiple takeoff objects. under Doors. Expand Door. if a linear object contains a Length property. select the first door 15. Bifold-4 Panel. Under QTO Dormitory Model. 1220 x 2134mm. creating a measurable takeoff object. and select the last door object. under Doors. you must enter an override in the Workbook to create a measurement for the object. have additional linear properties. such as Width and Unconnected Height. 1220 x 2134mm. 14. By specifying a property for the primary dimension. Single-Flush. Drag the door objects to Interiors Interior Doors Door. Bifold-4 Panel. You can select a different property to change the property that is measured during takeoff. press and hold SHIFT. . drag the M_Single-Flush Vision door objects to the appropriate items in Interiors Interior Doors. 11. they expand.of the Preferences dialog. Drag M_Bifold-4 Panel to Interiors Interior Doors Door. the primary dimension value is Undefined on the Takeoff palette and no measurement can be generated for the object. 13. 12. By default. Some objects do not contain the default property. The door object inherits the Count item type from the single-flush door item. and the values in the dimension columns remain Undefined. 915 x 2134mm. Later in this exercise. Under QTO Dormitory Model. If an object does not contain a mappable property. Notice that when you put the cursor over the group and subgroup. Next. Therefore. the length of the object is measured and reported during takeoff. Single-Flush. When additional properties are available for an object. 762 x 2032mm. expand M_Single-Flush object (M_Single-Flush) to Interiors Interior Doors 0762 x 2032mm. The door object inherits the Count item type from the bifold door item. The door objects are now measurable takeoff objects. In this case. such as interior walls. expand Single-Flush object. 0915 x 2134mm. 10. linear objects are mapped to the Length property. Count objects do not require any dimensions to be mapped. they display in the dimension columns. and drag the door Door. Some Linear objects. you can generate a takeoff measurement for the object. Using the same method.
Stud Interior .155mm Partition (2-hr) Interior . Continue defining the Undefined objects from the model takeoff data by moving objects to the appropriate defined items.124mm Exterior Exterior Roof Construction Exterior Walls Area Linear Note: Do not move the objects for Basic Wall Interiors Partitions Linear Partition (1-hr).16.Timber Exterior . • Windows Andersen 400 C35 C35 Exterior Exterior Windows Count .108mm Cavity Wall Interior . They will be moved in the next exercise. using the following table as a guide: Examples Move the Undefined objects in this location: To the appropriate takeoff item in this group: Type • Ceilings • Ceilings • Ceilings • Doors • Doors • Floors • Floor Compound Ceiling Compound Ceiling Compound Ceiling 600 x 600mm Grid 600 x 1200mm Grid Plain Interiors Ceiling Finishes Area Interiors Ceiling Finishes Count M_Double-Flush1730 x 2134mm M_Double-Glass 2 Floor 1830 x 2134mm Exterior Exterior Doors Count Concrete-Commercial 362mm LW Concrete on Metal Deck M_Electric Lift-wall based 1300 x Exterior Floor Construction Area • Specialty Equipment 950mm • Roofs • Walls • Walls • Walls Basic Roof Basic Wall Basic Wall Basic Wall Mechanical Elevator Count Warm Roof .Brick on Mtl.
22. The item quantity and costs are updated in the Workbook. Right-click in the column header area of the Workbook. Walls Basic Wall Interior . and drag them to the wall assembly item. On the Documents palette. on the Interiors tab. Drag it to Interiors Partitions Wall. Interior. select all of the remaining Interior . under Partitions. . 23. The Material Cost column displays to the right of the Quantity 1 column. The takeoff you defined for the model displays in the Workbook. In the Workbook. select one wall object.124mm Partition Define the remaining wall assembly objects: 25.124mm Partition (1-hr) wall objects. 50 x 150mm Wood Stud Assembly. Use the same method to display the Labor Cost. under QTO Dormitory Model (1-hr). and Total Cost columns to the right of the Material Cost column. On the Takeoff palette. and select Material Cost. 19. Modify the Workbook display: 21. 50 x 150mm Wood Stud Assembly. 24. Interior. The object inherits the Linear item type. 20. The Remarks column is now hidden. and select Remarks. 18. expand Wall. 26. Right-click in a blank area of the column header. On the Takeoff palette.Define a wall assembly object: 17. and expand Partitions. click the Interiors tab. In the Workbook. Only the Description and Quantity 1 columns are displayed. verify that QTO Dormitory Model is selected. Notice that the item quantities and costs are updated in the summary view of the Workbook. and the Length value is mapped automatically. The Workbook displays the quantities and costs for the wall assembly and its component items in the summary view.
View the detailed object data: 27. Double-click the wall assembly item. The detail view of the Workbook displays. The item displays at the top of the view, and the detailed object data associated with the item is indented below it.
28. Scroll through the object data. 29. Click Filter the takeoff data: 30. On the Takeoff palette, click the Filter list, and select View Undefined. (Back) in the upper-left corner of the Workbook to return to the summary view.
This filter limits the takeoff data to only undefined items and objects, so you can quickly locate the takeoff data that still needs to be defined. Note that all undefined data is in the model takeoff results, which you finish defining in this exercise. 31. Click the Filter list, and select View All. The default view of the Takeoff palette is restored. In the previous steps, you defined model takeoff data by dragging Undefined objects to defined items on the Takeoff palette. Next, you define the remaining model takeoff data by specifying item types and dragging the defined items to groups on the Takeoff palette. Finish defining takeoff data: 32. On the Takeoff palette, under QTO Dormitory Model model. 33. Click the item name to enter editing mode, and then enter Dormitory Land Surface, and press ENTER. 34. For Type, select Area. 35. Notice that the property in the Area column is Undefined. 36. In the Area column, select Surface Area. All available Area properties are listed as values. Any property you select will yield a takeoff measurement. 37. On the Takeoff palette, drag the Dormitory Land Surface item to Building Site Surface. The item and its associated object are added to your project catalog and the Workbook. 38. Continue defining the Undefined items from the model takeoff, using the following table as a guide. Be sure to select an item type for each item. For item types other than Count, be sure to select a property whenever the item’s primary dimension is Undefined. Note Additional dimensions are defined automatically when the default properties are present in the objects. You need to define only one dimension to quantify an item, but you may define additional dimensions to generate secondary quantities. Examples Move this Undefined item: To this takeoff group: Type: Topography Surface, select Model Takeoff. This is the default name given to an unnamed item when the embedded data is extracted from the
• • • •
Furniture Queen Furniture Furniture Furniture 0610mm
M_Bed-Standard M_Chair Desk M_Desk
1525 x 2007mm Furnishings Furniture
Count Tip: To assign the same Type value to multiple items, press CTRL while selecting the items, and then select the Type value.
Chair-Desk 0457 x 0457 x
1525 x 762mm
Lighting Fixtures Lighting Fixtures
M_Ceiling Light - Linear Box M_Troffer Light - Lens
x 0600mm(2 Lamp) - 120V 0600 x 1200mm(2 Lamp) - 120V • • • Plumbing Fixtures Plumbing Fixtures 380mm Seat Height Plumbing Fixtures Rectangular-3D Note: Do not move M_Toilet-Commercial-Wall-3D 480mm Seat Height. These toilet objects will be created as manual takeoff in a later exercise. Railings Stairs Railing Stair Handrail - Rectangular M_Tub-Rectangular-3D M_Tubi_Pedestal Sink-3D Pedestal Sink
Electrical Lighting Fixtures Count
M_Toilet-Commercial-Wall-3D Plumbing Plumbing Fixtures Count
190mm max riser 250mm going
39. Verify that the primary dimension for each item has a defined property. If you did not define a Length property for the Stair item when you moved it into the catalog, select a property, such as Actual Riser Height. 40. Rename items with more descriptive names, as needed. For example, under Furniture, rename 0457 x 0457 x 0610mm as Table-Night Stand 0457 x 0457 x 0610mm, and rename 1525 x 762mm as Desk 1525 x 762mm. 41. Click File menu Save. Sheet: A101 - Entry Level & Upper Level 1. Notice that 42. On the Documents palette, select Floor Plans
the sheet icons in the Floor Plans folder now have takeoff indicators, and the Takeoff column shows the amount of takeoff data contained in each document. 43. On the canvas, notice that all of the objects you defined now display in their defined colors on the 2D sheet.
In this guide.In a real-world project. On the toolbar. 4. expand Building Areas Rooms. 5. click (Zoom Rectangle). and zoom in to Room 5 at the upper left of the Entry Level. Using the Search Takeoff Tool Using the Search Takeoff tool.Entry Level & Upper Level 1 is displayed on the canvas. On the Takeoff palette. In this exercise. the objects are added to the root of the Takeoff palette. Later. 3. the takeoff objects are added to the selected group or item. Next. you can quickly create takeoff for similar objects by using design data (dimensions and text) as search criteria. you use the Search Takeoff tool to find model objects with a Room property and create takeoff objects for them. If no group or item is selected. you use another automatic takeoff tool to create takeoff objects for the rooms in your project. . and then click to select the room. and select the Room item. 2. On the toolbar. Select the takeoff geometry: 1. you quantify these objects using other takeoff tools to learn about the range of tools available in QTO. you would finish defining takeoff data from the model takeoff results by moving the remaining Plumbing Fixtures and Rooms objects into your project catalog. move the cursor next to one of the walls inside Room 5 until the cursor changes from an arrow to a hand. Note Search Takeoff is run on the entire project. On the canvas. you use a manual tool to create takeoff objects for the remaining plumbing fixtures. When you select a group or item on the Takeoff palette before starting the search takeoff. click (Search Takeoff). Verify that Sheet: A101 .
notice that the location is determined by the item you selected. . On the Takeoff palette. For Destination. These values are inherited from the Room item you selected on the Takeoff palette. the Name and Item Type values are updated accordingly. 7. Click Search. The selections you make under Property are used as search criteria. The takeoff objects are added to the Takeoff palette and the Workbook. You can see the other 6 room objects by viewing the floor plan that contains the rooms. Alternatively. Because the Workbook is currently filtered to show data for the active sheet. In the Search Takeoff dialog: • • • • For Name and Item Type. The detail view is updated to show all room objects that exist across all sheets in the project. click the Building Areas tab. In the Workbook. select Sheet: A103 . 10. you can see all 22 room objects reported in the Workbook by switching from the Sheet filter to the Project filter. If you browse to a different item. notice that the values cannot be modified. Double-click the Room item to view room object data. only 16 of the room objects are shown. Click (Workbook palette menu) Workbook Filter Project. For Property. and expand Rooms. notice that the room objects inherit the Area item type from the Room item. select Name in the Identity Data section.Specify the search criteria: 6. 8. On the Documents palette. 9. and their primary dimension is mapped to the Area property automatically.Upper Level 2 & Roof to view the other 6 room objects in the Workbook. Mapping this dimension allows QTO to quantify the objects.
you have created takeoff for all of the living spaces. If you add the takeoff to an item.Entry Level & Upper Level 1. When you group by selection. the takeoff data you create with this tool is grouped according to the family (or style) defined in the object’s properties. select Electrical. Click (Back) to return to the summary view. select Sheet: A101 . 12. the takeoff objects you create are added to the takeoff group or item that is selected on the Takeoff palette. Note: If the Contextual Tools palette is not displayed. and stairwells in your project. the takeoff is added to the group or item that is selected on the Takeoff palette. click (Single-Click Auto Takeoff). 2. On the Documents palette. select the Selection option. When you group by selection. click the room tags in all 4 stairwells on the Entry Level and Upper Level 1 floor plan. mechanical rooms. on the Contextual Tools palette. The takeoff objects are added to the Takeoff palette. the object(s) display below the item. you can create a takeoff measurement with a single click on a piece of geometry in a 3D model or 2D sheet. the object(s) are added to an Auto item within the group. you create takeoff objects for lighted emergency exit signs in the stairwells. click Create automatic takeoff objects: 4. Modify the sheet display: 1. for Group by. By using the Search Takeoff tool to find model objects with a Room property. Drag the blue rectangle on the Navigator palette to navigate the floor plan. you have the option of grouping the takeoff data by selection instead. On the Contextual Tools palette.11. Save the Dormitory project. lobby and corridor. and zoom in to the area around one of the stairwells. In this exercise. using the name from the model properties. Using the Single-Click Auto Takeoff Tool Using the Single-Click Auto Takeoff tool. On the Takeoff palette. click Window menu Contextual Tools. 5. On the canvas. you can create takeoff for the bathrooms. . 7. 3. However. On the toolbar. On the toolbar. (Zoom Rectangle). The grouping option you select becomes the default setting. 6. By default. If you add the takeoff to a group. conference room. Click View menu Fit to Window. Using the same method.
In the following exercises. enter 29. enter 18. 12. 11. • For Labor Cost.8. create takeoff objects for the room tags in the stairwells on Upper Level 2. Using the same method. Expand the Emergency Exit Signs/Lights item.Upper Level 2 & Roof. you use the Count Takeoff tool to count toilets on a floor plan. select Count. Verify that the Auto item is selected on the Takeoff palette before you click the room tags. and accept the default multiplier. such as windows and doors that have a Count Item type. 13. On the Documents palette. Manual takeoff tools count objects or measure drawing geometry. and so on. enter Emergency Exit Signs/Lights. TIFs. such as Exit Sign . This filter limits the takeoff data to only defined items and objects (and the takeoff groups that contain them). Exit Sign . select Sheet: A103 . Use this tool to create takeoff for objects. • For Type. and accept the default multiplier. In the Takeoff Item Properties dialog: • For Name. GIFs. rather than using published design data as automatic takeoff tools do. On the Takeoff palette. This takeoff method is sometimes called on-screen takeoff. Now that you have defined the model takeoff data and added defined takeoff data for rooms and emergency exit signs. • Click OK. you create takeoff for toilets on all levels of the dormitory and for carpet in the corridor on the entry level. • On the Cost Data tab. Using Manual Takeoff Tools Use manual takeoff tools to create takeoff for objects on 2D DWF sheets and non-DWF files. you no longer need to view Undefined items and objects. and select View Defined.Emergency Light. and rename each object with a descriptive name. and JPGs. double-click the Auto item. . Using the Count Takeoff Tool The Count Takeoff tool tallies the occurrences of a particular object on a DWF or non-DWF floor plan and creates takeoff for each occurrence of the object. Save the Dormitory project. such as PDFs. On the Takeoff palette. for Material Cost.Emergency Light_2. In this exercise. 14. 9. 10. click the Filter list. DWGs.
5. Drag the blue rectangle on the Navigator palette to navigate the floor plan. only 2 of the objects are shown. Click View menu Click Fit to Window. When you performed the search takeoff exercise previously. Select objects to create takeoff: 4.Entry Level & Upper Level 1. select the 2 toilets on Upper Level 2. Do not select the toilet in Room 15. click Plumbing Fixtures. Each time you select a toilet. All 6 toilet objects are recorded both on the Takeoff palette and in the Workbook. and an object is recorded both on the Takeoff palette and in the Workbook. select 4. select Sheet: A101 . for Symbol Size. at the upper right of the Entry Level.Upper Level 2 & Roof. . If you retained this filter. 12. Be sure to select Toilet . all of the toilet objects for the project now display in the Workbook.Entry Level & Upper Level 1. a count symbol is placed on the sheet. click the Plumbing tab. you set the Workbook filter to Project view. 2. 6. Using the same method. It has a seat height of 380mm. If this is the case.480mm Seat Height to view the object data. select Sheet: A103 . Select the 3 remaining 480mm toilets on Sheet: A101 . therefore. 9. (Zoom Rectangle).480mm Seat Height. On the Contextual Tools palette. change the Workbook filter to Project view to view all 6 objects. If you changed the filter back to Sheet view. Double-click Toilet . Height on the Takeoff palette before you select the toilets on the floor plan. and expand Plumbing Fixtures. 8. On the Takeoff palette. Select the toilet in Room 10. next to the North Stair. 3. select Toilet . under Plumbing On the toolbar. (Count Takeoff). On the Documents palette. In the Workbook. On the Documents palette. the Workbook shows data only for the active sheet.480mm Seat 11. 10.Modify the sheet display: 1. 7. and zoom in to the toilet next to the North Stair.
18. QTO zooms in to the selected object on the associated view drawing. 14. open the Navigator palette to see where the selected object is on the sheet. Using the same method. 17. such as Entry Level South. On the Takeoff palette. click Views.13. right-click any toilet object. click the selected object to enter editing mode. 15. Save the Dormitory project. as shown. Enter a more descriptive name. Tip: In order to rename the objects by location. . Click Navigate to an object: (Back) to return to the summary view. rename the remaining objects. and click the sheet listed on the flyout menu. 16. On the Takeoff palette. and click ENTER.
Modify the sheet display: 1. click the Interiors tab. as shown. click first line segment. Carpet. select Interiors On the toolbar. press and hold SHIFT while drawing. select Sheet: A101 . On the Documents palette. press and hold the SPACEBAR to switch from the takeoff tool to Pan mode.Using an Area Takeoff Tool In this exercise. To close the polyline area. click near the start point or right-click. you use a manual takeoff tool to yield an area measurement for carpet. On the canvas. under Floor Plans.Entry Level & Upper Level 1. Tip: To pan the drawing when you are in the process of tracing geometry. 5. Pan the drawing until the geometry you need is in view. Click Level. The carpet takeoff is recorded both in the Workbook and on the Takeoff palette. 6. (Pan). Carpet. and expand Floor Finishes Floor. Continue to specify points to trace the corridor walls and create a closed polygon. On the Takeoff palette. and complete the takeoff measurement. Tip: To draw a line that is perfectly horizontal or vertical. and move the sheet to show the south portion of the lobby and corridor on the Entry (Polyline Area Takeoff). begin to trace the corridor walls by clicking to specify the start point and end point of your 7. Release the SPACEBAR to return the takeoff tool to its original state. Floor Finishes Floor. 2. 4. . Create a takeoff object with a polyline tool: 3. In the Workbook.
On the Takeoff palette. and draw an arc that traces the curved wall. Carpet to view object data. 12. On the canvas. In the Workbook. click (Polyline Backout Takeoff). Carpet_2. as follows: On the Contextual Tools palette. and click the opposite corner to specify the end point. . click (Rectangle Area Takeoff). In this exercise. specify the intersection of the curved wall and the wall on the left. click one corner to specify the start point of the rectangle. • For the last point of the arc. On the toolbar. 2. 3. Click (Pan). Next. 9. 1. double-click Floor. as shown. you use an area backout tool to subtract from this area measurement. For the second point. specify the midpoint of the curved wall. Using a Backout Takeoff Tool Use the backout tools in QTO to refine takeoff data by subtracting from a previously calculated measurement or count. zoom in to the curved wall in Room 14. specify the intersection of the curved wall and the wall on the right. Make note of the area calculation listed for Floor. move the cursor diagonally across the room.Create a takeoff object with a rectangle tool: 8. 13. In Room 14. On the toolbar. and pan to the left to display the south end of Upper Level 1. 11. Carpet. click • • For the first point of the arc. Floor Finishes Floor. . you use the Polyline Backout Takeoff tool to remove a portion of the carpet area measurement to account for the void created by the curved wall. select Interiors 10.
. On the Contextual Tools palette. In the text box. . Add a callout to the curved wall: 1. On the Contextual Tools palette.4. drag the right edge of the box to the left. When you complete the backout. Move the cursor up and to the right to specify the second point. On the toolbar. and then click outside the box. Click (Back) in the upper-left corner of the Workbook to return to the summary view. . Add Markup to a Sheet In this exercise. click value in the Workbook is updated. 5. select 4 pt for the callout font size. 2. enter Is wall continuous from floor to ceiling?. 5. On the Toolbar. and draw a line segment that closes the semicircle. click Place the callout: • • • 4. and select the callout on the canvas. the backout area is subtracted from the carpet area. Specify a point on the right side of the curved wall as the start point. 3. click To resize the text box. you use markup tools to add a callout and text to a sheet. . and the Area The area measurement displayed on the canvas is updated as well.
and quantity information. select the Legend check box. 10. Click View menu Fit to Window. click On the Contextual Tools palette. showing the amount of the item that is used on the sheet. 7. Alternatively. 14. for Stamp.Add a stamp: 6. legends show the primary quantity (Quantity 1) and associated unit for each item. On the toolbar. On the Documents palette. click 11. 8.Entry Level & Upper Level 1. . and select the stamp on the canvas. Save the Dormitory project file. you can click Document menu Legend to add a legend to the selected sheet. Specify a point near the top of the sheet to place the stamp. By default. and select the legend on the canvas. On the toolbar. On the toolbar. Reposition the stamp as needed. click . 9. Add a legend: 12. . an item label. . for Sheet: A101 . 13. you can modify the legend settings on the Contextual Tools palette. and you can reposition the legend as needed. With the legend selected. and for Size. select Preliminary. The legend is composed of a color block. select 14 pt.
Right-click the object on the canvas. Items are measurable when they have both a defined Type value (either Linear. Volume. when you defined model takeoff results in an earlier exercise. and click Locate Object. Double-click Window. takeoff markup is displayed on the canvas. For example. On the Takeoff palette. 5. 4. 6. Only items that have a measurable value display in the Workbook. and quantity and cost data is aggregated in the Workbook. at the project level (Takeoff palette). and expand Exterior Windows. it is important to review and validate the data to ensure the quality of the information.Entry Level & Upper Level 1. Cross-referencing items on the Takeoff palette with those in the Workbook can help you validate your data. and select a specific search result to view the related takeoff data. each measurement is recorded as an object on the Takeoff palette. when you select an object on the Takeoff palette or in the Workbook. click Views. Area. Andersen 400 C35 to view object data. Similarly. Sheet: A101 . and click a view drawing on the list that displays. you validate takeoff data using the following methods: • • • • Verify that when you select an object on the Takeoff palette. Use the Search feature to locate all occurrences of a word or phrase. the Stair item would not display in the Workbook. Right-click the object on the Takeoff palette. In this exercise. you needed to specify a Length property for the Stair item when you moved it into the catalog. Andersen 400 C35. the takeoff geometry is selected on the canvas. the corresponding object is selected both on the Takeoff palette and in the Workbook. the same object is selected in the Workbook and on the canvas. when you select takeoff geometry on the canvas. and at the sheet or project level (Workbook)—is designed to help you validate takeoff data. On the Documents palette. In the summary view of the Workbook. Verify that the window is selected on the canvas and in the Workbook. When you create takeoff data in QTO. The corresponding object is selected on the Takeoff palette.Viewing and Validating Takeoff Data After you create takeoff data using automatic or manual takeoff tools. or Count) and a defined property for at least one dimension. All of this data is linked in a 3-way cross-reference. Tip Move any column (except the Description column) by selecting the column header and dragging it to a new position on the palette. click the Exterior tab. This 3-way visual cross-referencing of objects—on the canvas. Therefore. Validate takeoff data: 1. 2. 3. expand Exterior select Andersen 400 C35 . select Floor Plans If necessary. If you did not do this. click View menu Fit to Window. Exterior Windows Window. and . QTO zooms in to that object on the canvas.
Click View menu QTO opens the selected view drawing.Elevations M_Double-Glass 2  QTO Dormitory Revit 3D DWF Dormitory Model QTO Exterior Roof Construction Warm Roof .Typical Ceiling Plan. continue validating takeoff data: Open this Sheet Ceiling Plans Ceiling Plan Sheet: A601 . Using the same method.Typical Electrical Validate this takeoff item Lighting Fixtures 0600 x 1200mm (2 Lamp) . 1830 x 2134mm Elevations Sheet: A200 . Right-click M_Ceiling Light . 8. and click Views 11. 10. Click (Back) in the upper-left corner of the Workbook to return to the summary view. expand Electrical Lighting Fixtures 0600 x 0600mm (2 Lamp) . and zooms in on the selected takeoff object.Timber Basic Roof Navigate to a takeoff object on the canvas: 9.120V M_Troffer Light . . Sheet: A601 . Double-Glass. Fit to Window to restore the canvas to the full view of the drawing.120V.Linear Box .Lens  Exterior Exterior Doors Door.7. On the Takeoff palette.
On the Takeoff palette. next to Electrical to collapse the group. right-click. select the first Basic Wall link. and in the Workbook. If the results are extensive. . and click Locate Object. 15. 14. you can use the Search palette to refine them. In the Search text box at the upper right of the drawing window. Notice that the Locate Object function expands groups and items as necessary to display the selected object. select a different light fixture. enter basic wall. On the Search palette. enter wall. On the canvas. Under Objects. and press ENTER. The search results are filtered to show only Basic Wall results. on the Takeoff palette. On the toolbar. takeoff groups. Keyword searches can help you validate takeoff data by locating all occurrences of a word or phrase throughout the entire project. items.Elevations. You can continue to validate the takeoff data by using the Views command to navigate to objects on the canvas. and press ENTER. The Search palette closes. or by using the Locate Object command to locate objects on the Takeoff palette. models. click 13. You can also open the Search palette by clicking Window menu Search. Search for objects: 16. select Sheet: A200 . and the object is selected on the sheet. On the Documents palette.Navigate to a takeoff object on the Takeoff palette: 12. The takeoff object is selected on the Takeoff palette. click . The Search palette opens and displays the results from sheets. 19. and objects as navigational links. 18. 17. You can also use the Search function.
A detail report that can include quantity and cost information for each item in your project. . The report is displayed on the canvas and added to the Documents palette for future reference. Material (Items and Objects). specify the report type. and layout elements that suit your needs. gathering the specified takeoff data from the current project and generating a new report. Group (Items and Objects). Report documents and predefined reports (that is. A detail report that can include quantity and cost information. printed. Group (Items Only). and exported. the newly generated report includes any modifications you have made to the takeoff data since the report was last run. and sheet location for each item and object in your project. where you can select it to generate future reports. object properties and dimensions. A bill of materials that can include quantity and cost information. the report name is added to the Recent Reports list on the Report menu. QTO uses the predefined settings as a report template. A bill of materials that can include quantities and cost information for each item in your project. Each time you run a report from the Recent Reports list. When you select a report from the Recent Reports list. which can be viewed. To generate a report. reports are not included. Any reports you generate are displayed on the Documents palette as documents. using the previously saved report settings. QTO provides the following report types that you customize by making selections in the Report dialog: • • • • • Summary. The Recent Reports list displays the last 10 reports generated from the current project. A cost report that can include quantities and cost information for each takeoff group that contains takeoff data. object properties and dimensions.Creating and Viewing Reports Create reports to see summarized or detailed takeoff data for your entire project or a selected portion of it. and sheet location for each item and object in your project. content. Recent Report menu items) are saved within their respective projects. Material (Items Only). Note If you publish a takeoff project to a DWF file. In addition. Predefined reports provide single-click reporting.
for Level of Hierarchy. Click Report menu Custom Report.Items and Objects. to generate a report that shows only cost by item (excluding object data and quantities). select Material (Items and Objects). and sheet location for each item and object in your project. you create material and detail reports for your project. By default. For example. enter Dormitory Materials . 2. The actual content of the report is determined by your selections on the General tab and Columns tab. Material reports can include quantity and cost information. and in the Available list. object properties and dimensions. • For Report Type. the project name is used as the report name. The Report Type value controls the content that can be specified for the report. . accept the default value of All. expand Electrical Lighting Fixtures. and layout to meet your specific requirements.Creating Custom Reports In this exercise. content. you tailor the report style. • Under Takeoff Entity. for example) so that you can easily distinguish among various reports listed on the Documents palette and the Recent Reports menu. Create a material report: 1. Give reports descriptive names (based on report type and content. On the General tab of the Reports dialog: • For Name. you would select the Material (Items Only) report type and specify only cost-related columns. As you create reports.
it can be beneficial to simplify (flatten) the entities tree to make it easier to select the content to include in the report. while pressing SHIFT. Select Quantity 1. regardless of the number you specify for Level of Hierarchy. Notice that the Lighting Fixture subgroup no longer displays but that all items are displayed in the entities tree. such as Cost Data. Click the Columns tab. to the Selected list to include all of the category's columns in your report. The settings you specify on the Layout tab determine how the report will look on the screen or on paper. and in the Available list. expand Cost Data. select Show Grid. The report type you selected determines the columns that are available. 10. For example. Tip: Rearrange columns using the 7. select Item and Parent Group. Under Orientation. Tip: To quickly select all groups. the entities tree includes only top-level groups. Click the Layout tab. or Item and Root Group). The Level of Hierarchy value controls how many levels of groups are displayed in the entities tree that makes up the Available list. Item and Parent Group. based on the label style you specify (either Item Only. In the Available list. select the first and last groups. For Label Style. For projects that have many levels of nested groups. 8. Or. for Level of Hierarchy. • In the Available list. you choose to have entries are ordered alphabetically by parent group name rather than by item name or root group. Under Options. select all groups. and buttons on the Selected list. you can expand the category and select specific columns to include in your report. select 1. Items in reports are listed in ascending alphabetical order. By selecting Item and Parent Group as the label style. Click the Header & Footer tab.Takeoff entities are the takeoff groups and items that are defined on the Takeoff palette for the current project. expand Electrical. and click • Labor Cost • Material Cost • Quantity 1 You can move an entire category. • Under Takeoff Entity. If you specify 0. 5. twice to move the Quantity 1 column directly below Description on the to move them to the Selected list: to move them to the Selected list. . 11. While pressing CTRL. 4. The Description column is included for all report types. 9. and click 3. select Landscape. 12. 6. and click selected list. only items. the entities tree includes no groups. Click the Labels tab. as you did in this step. select the following columns. if you specify 1.
Click (Zoom flyout). For Footer. the date. such as page numbers. Note that searches are not case-sensitive. Create another detail report using the same settings that you used for the last report. 3. For Header. either by single page or to the first/last page in the report. and click OK. 15. In the Find Text dialog. You may also specify a logo or other graphic image file to include in the header or footer.Page 1 of ? 14. Click Create Report. you use the Report toolbar to view the takeoff data. enter 4. you can select predefined information. select this format: <Current Date>. your company name. The Report toolbar also includes the Export tool Create and view a detail report: 1. parent or root groups may be included in item descriptions. . and click Find Next.<Report Name>. Using the same method that you used to create the material report. which you use in a later exercise. noting that selecting 0 for Level of Hierarchy produces a report with no group headings. enter basic wall. 13. QTO finds the next instance of Basic Wall. 17. except for Level of Hierarchy. QTO displays page 4 of the report. click Cancel. create a detail report using the Group (Items Only) report type and 0 for Level of Hierarchy. The view magnification increases or decreases. Next. The report is added to the Documents palette and displayed on the canvas. 4. 20. 18. click (Go to Page). . View report data: 16. select Page. and select a zoom factor.On the Header & Footer tab. On the Report toolbar. Review the report. 2. select All. Notice the group and subgroup headings that are included in the report. and the author. Use the page navigation tools to move forward or backward through the report. Depending on the label style you selected. Click (Find Text). 19.
and then generate an updated version of the materials report. gathering the specified takeoff data from the current project and generating a new report. 3. you enter an override for an item. Locate the exterior wall item in the report. Click Report menu Recent Reports. create reports during different project phases to maintain a history of the takeoff data.Running a Recent Report When you select a report from the Recent Reports list. QTO uses the predefined settings as a report template. In this exercise. A new report is generated. . Because a report is a snapshot of project data at a particular moment. The report is added to the Documents palette and displayed on the canvas. 2. for the exterior wall item. 1. and select the Dormitory Materials report. In the Workbook. enter an override in the Quantity 1 field. Predefined reports provide single-click reporting. and notice that the report contains the updated item information.
(Export). select either XML Spreadsheet (*. For File name. select either Takeoff Catalog (*. Although exporting can be used as a secondary reporting method. Click OK. • • • • 5. items. as a catalog.Exporting Takeoff Data There are several methods for exporting QTO data: from the Workbook. click In the Export Report dialog: • Navigate to the desired export location. Click File menu • • Export Quantities. For Save as type. it is primarily used to transfer data to another application. such as XML (a format widely supported by applications such as Microsoft® Excel® and Microsoft® Word®).txt). Export a takeoff catalog: 6. enter a descriptive name. or click (Takeoff palette menu) Save as Catalog. select Current Sheet Only. Click Save. 3. Navigate to the desired export location.csv). • 4. When you export data. . On the Documents palette. CSV (Comma delimited) (*. you transfer it from QTO to another format. select Floor Plans data. Click File menu • • • • Export Catalog. The All Sheets option exports takeoff data from all sheets in the project. In the Export Quantity Options dialog: Under Sheets. or Comma Separated Variable (CSV) format. For Save as type. or from a report. or Tab Separated Variable (*. In the Export Quantities dialog: Sheet: A101 . 2. 9. You can use the Show/Hide check boxes on the Takeoff palette to hide takeoff data. Under Takeoff. Click Save. enter a descriptive name. Select Export Hidden Takeoff to include data from takeoff groups. 7. At the top of the report preview. select Export Hidden Takeoff. Export Workbook data: 1.x81). In the Save as Catalog dialog: Navigate to the desired export location.Entry Level & Upper Level 1.att).xml) or GAEB Data Exchange XML v3. which is a text file. For File name. Export report data: 8. the export file will not contain Open the export file to view the takeoff data. TXT.0 (*. and objects that are currently hidden. If you select a report or a drawing sheet that does not contain takeoff data.
In the Publish to DWF dialog: For Save in. As you continue to work with QTO. with a progress indicator reporting the status by sheet. select either Crystal Reports (*. Open the export file to view the data. Congratulations! You have completed your first project in Autodesk Quantity Takeoff. After all sheets have been published. For Save as type. In this exercise. Microsoft Excel Data Only (*. .pdf). Click Save. or Rich Text Format (*.rpt).xls). 10. Click File menu • • • Publish to DWF. be sure to use the online help as an additional learning resource. the DWF file is available in the location you specified. click OK. enter Basic Takeoff. In the Export Report message box. Publishing a Project to a DWF File When you publish a QTO project to a DWF file. Adobe Acrobat (*. 11.• • • For File name. enter a descriptive name.xls). Microsoft Word (*. specify a location for the DWF file. you publish your project to a DWF file.doc). The publishing process happens one sheet at a time. 2.rtf). Click Save. Microsoft Excel (*. For File name. Publish to DWF: 1. users of Autodesk® Design Review and DWF Viewer can access your takeoff data.