How to create your first takeoff table

Before you start

Open a cloud drawing in a workspace. For this example, use the Point tool to mark three doors with a Door preset.

Counting needs no scale. For length, area, or volume takeoffs, set the page scale first.

Steps

1. Open Versions on the right. Click beside the drawing version, then New workbook. A workbook and its first table appear in the tree.
2. Open the Table beneath the workbook. It opens below the drawing.

3. Click Add a column, name it Item, choose Value with Text format, and click Add column.
4. Click at the end of the headings. Name the next column Quantity, choose Takeoff, and click Add column.

5. In the empty row, enter Doors under Item. Double-click its Quantity cell, type count(door), and press Enter.
6. Open the branch selector above the table. Choose the branch containing your Door marks. See filter quantities for page and branch choices.
7. Open Table actions above the table and choose Rename table… to call it Door Schedule.

Check your result

The row shows 3 EA for three matching Door marks. Adding another Door to the included branch updates the quantity to 4 EA.

The numbers displayed on Point marks run per page, independently of their presets and tags. The table counts matching Door marks; it does not use those displayed numbers.

For the four column types and their settings, see Choose table columns.

Troubleshooting

• The count is zero: check that the marks use the Door preset and that their branch is included.
• The number no longer follows the drawing: a typed number pins the cell. Enter count(door) again to restore the live takeoff.

Related guides

• Filter takeoff quantities
• Export or print a table
• Takeoff formula reference