Takeoff ToolTAKEOFF TOOL

The intake summary

After you drop a bid packet, the intake summary shows each file and the type Takeoff Tool gave it: spec section, plan sheet, addendum and so on. Check it before you run the takeoff.

The file types

  • Spec section. The specification or the Project Manual.
  • Plan sheet. A drawing.
  • Addendum. A change the design team issued during bidding.
  • Project data. Facts about the project.
  • Prior takeoff. An On-Screen Takeoff file or a finished takeoff workbook.
  • Packet zip. A zip file from the plan room.
  • Unclassified. A file it could not place.

What to check

  1. A spec is in the list. With no spec, the takeoff reads scope from the drawings only and the job is held.
  2. The plan sheets are in the list.
  3. Every addendum you received is in the list.
  4. Unclassified files are ones you meant to include.

If a file is missing

Add it to the packet before you select Run takeoff. A takeoff is only as complete as the packet.

Getting started · Updated 11 Nov 2026

Related

Run a real bid packet through it.