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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
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Exploring QTO
Organizing Your Project
DWF Files
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.
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QTO Window
Menu Bar
Toolbar
Canvas
Palettes
Cross-Selection of Objects
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By default, the toolbar is docked at the top of the QTO window, the
Workbook is docked at the bottom, and frequently used palettes display
as tabs at the left of the window. In the following illustration, the default
window is populated with takeoff data you create by doing the exercises in
this guide.
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Directly below the menu bar, the toolbar provides all the tools you
need to navigate sheets and models, create takeoff data, and add
markup. Using the takeoff tools, you can measure lengths and area,
as well as count objects in project drawings.
Menu Bar
Toolbar
If there are multiple tools grouped under one tool icon, click
to the icon to display all options.
next
Canvas
Palettes
Cross-Selection of Objects
Setting Up Your Workspace
When you select a tool, tool options are displayed below the tool on
the Contextual Tools palette. For example, if you select the Polyline
Linear Takeoff tool, you can specify the segment type (line or arc),
the method for handling continuously drawn segments (as a single
takeoff measurement or as individual takeoff measurements), and the
color and opacity applied to the markup.
General Tools
Fit to
Rotate Tools
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Toolbar
Canvas
Palettes
Cross-Selection of Objects
Setting Up Your Workspace
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Canvas
Palettes
Documents Palette
Documents Palette
Takeoff Palette
Takeoff Palette
Properties Palette
Properties Palette
Navigator Palette
Model Palette
Contextual Tools Palette
Navigator Palette
Model Palette
Contextual Tools Palette
Bookmarks Palette
Bookmarks Palette
Layers Palette
Layers Palette
Search Palette
Workbook
Cross-Selection of Objects
Setting Up Your Workspace
Search Palette
Workbook
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Search Palette
Workbook
Takeoff indicators
display on document
icons to identify sheets and models that
contain takeoff data. The amount of takeoff
contained in each document is displayed in
the Takeoff column on the Documents
palette. The values in the Takeoff column
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The Takeoff palette is where you store and manage all takeoff
data for a project. The data is organized in the following
hierarchy, which forms the organizational structure of your
project:
Groups: Like folders and subfolders, groups store takeoff
data. In a typical construction takeoff, the information is
organized by discipline, division, trade, or view type (such
as plans, sections/elevations, and details). In QTO, this
highest level of organization is represented by groups. You
can create multiple levels of groups and subgroups.
Items: Groups contain items, which are families of
objects, such as interior walls and plumbing fixtures, to be
measured and counted.
Objects: Items contain objects, which are individual
instances of the takeoff items in the sheets and models in
your project.
Search Palette
Workbook
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Design Tab
Takeoff Tab
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Properties Palette
Navigator Palette
Model Palette
Contextual Tools Palette
Bookmarks Palette
Layers Palette
Search Palette
Workbook
View Options
As you work with a 3D model, click View
menu
Standard Views to access a full
set of model views:
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The Contextual Tools palette identifies the currently selected tool and
provides access to tool options, such as line or fill color, opacity,
hatch pattern, text color, and font size.
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Use the keyword search feature on the Search palette to locate all
occurrences of a word or phrase in sheets, models, takeoff
groups, items, and objects. Use the navigational links in the
search results to navigate to an item and view its takeoff data.
Takeoff Palette
Properties Palette
Navigator Palette
Model Palette
Contextual Tools Palette
Bookmarks Palette
Layers Palette
Search Palette
Workbook
The Search palette works in conjunction with the Search function
on the menu bar.
When you enter a keyword in the Search field, and press ENTER,
the Search palette displays the results. You can then use the
Search palette to refine the results.
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The Workbook palette is located at the bottom of the QTO window by default.
Like other palettes in QTO, you can move the Workbook so that it displays
as a tab on the side of the QTO window. Use the Workbook to view detailed
takeoff data for the active sheet or the entire project.
The Workbook is organized by tabs that match the top-level groups (for
example, disciplines, divisions, or trades) on the Takeoff palette. It contains
one additional tab: the Summary tab, which is a compilation of all takeoff
information for all categories.
Model Palette
Contextual Tools Palette
Bookmarks Palette
Layers Palette
Search Palette
Workbook
Note
The units of measure that display in the Workbook are typically specified
when you create takeoff items; however, you can modify them directly in the
Workbook.
By default, the Workbook shows a summary of takeoff items with their
associated quantities. To display their material, labor, and equipment costs,
right-click any column header in the Workbook and select the cost columns
to display. The quantity and cost data in the Workbook can help you answer
questions, 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, double-click an item to display the detailed object
data associated with it. To return to the summary view, click the Back button
in the upper-left corner of the Workbook. The Forward button
, which
displays next to the Back button in the summary view, provides another way
to view item detail. Select an item and click
In the summary view, the tabs are active. Click a tab to view its contents. In
the detail view, the tabs are inactive (dimmed) because the view is limited to
the object data for the selected item.
Working with Data in the Workbook
The Workbook contains object data for all of the takeoff you create in a
project. 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, that takeoff
measurement is recorded for the item in both the summary and detail views of
the Workbook. As long as the item remains selected on the Takeoff palette,
subsequent takeoff measurements are added to the totals for that item in the
Workbook.
Navigate and edit Workbook cells using functionality like that found in
Microsoft Excel. With a cell selected:
Press the TAB key to move one cell to the right.
Press SHIFT + TAB to move one cell to the left.
Press the ENTER key to move one cell down, vertically.
Use the arrow keys to move up, down, left, or right one cell at a time.
Override item data, such as dimensions and measured quantities, by
making entries in cells and pressing the ENTER key.
Use the formula bar to enter formulas for items and objects.
Workbook
When Sheet is selected, the name of the sheet or model displays in the
Workbook header. When Project is selected, the name of the project
displays in the header. The filter option you specify is applied to both the
summary and detail views of the Workbook, and it is saved as a display
setting, so it persists from session to session.
Adjusting Row Size and Column Layout
By default, Row Size is set to Medium. To change the height of the rows in
the Workbook, click
(Workbook palette menu)
Row Size, and select
a size option. When you increase or decrease the row size, the font is
increased or decreased proportionally.
Resizing the Selection Field
The Selection field in the upper-left corner of the Workbook displays the
group, item, or object that is currently selected in the Workbook. To change
the width of the Selection field, put the cursor over the boundary on the right
side of the field. When the cursor changes to a double-headed arrow, drag the
boundary until the field is the width you want.
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Palettes
Cross-Selection of Objects
Setting Up Your Workspace
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Toolbar
Canvas
Palettes
Cross-Selection of Objects
Setting Up Your Workspace
Arranging Tools and Palettes
Modifying the Column
Layout on Palettes
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Importing Documents
Organizing Documents
Organizing Takeoff Groups and
Items
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Import
Sheets &
(Documents
Models, or click
Import.
palette menu)
2. In the Import Sheets & Models dialog,
navigate to C:\Program
Files\Autodesk\Autodesk Quantity
Takeoff 2010\Help\Getting Started
(Metric).
3. Press and hold CTRL while selecting
the following files:
A101 - Entry Level & Upper Level
1_m.gif
A101 - Entry Level & Upper Level
1_m.pdf
A101 - Entry Level & Upper Level
1_m.tif
4. Click Import.
A folder is created for each imported
file.
5. On the Documents palette, expand
each A101 - Entry Level & Upper Level
1_m folder to view its contents.
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Old folder
name
QTO Dormitory
Revit A101
Sheet_m
New folder
name
Floor Plans
QTO Dormitory
Revit A200
Sheet_m
QTO Dormitory
Revit A300
Sheet_m
Elevations
QTO Dormitory
Revit A601
Sheet_m
Ceiling Plans
A101 - Entry
Level & Upper
Level 1_m
Non-DWF
Sections
Rename a document:
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(New
Under this
group
Add this
subgroup
Building Site
Surface
Furnishings
Furniture
Plumbing
Plumbing
Fixtures
Rename an item:
13. Expand Exterior
Exterior Walls.
Export
Catalog.
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(Takeoff
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Takeoff items that contain component items are called assemblies. For
example, if an interior wall item is created as an assembly, you can expand
the wall item in the Workbook and view the component items that make up
the wall, such as gypsum wallboard, wood studs, and insulation.
In this exercise, you create a takeoff item for the interior wall assembly
shown below.
In this exercise, you create the 50 x 150 mm wood stud item by copying and
modifying the 50 x 100 mm item. You then create the wall assembly item,
select its components, and add formulas for quantity calculations.
Create an item by copying a similar item:
1. On the Takeoff palette, expand Materials
Composites.
(Add Unit).
15. In the Browse dialog, select the components by doing the following:
Expand Materials, and expand the subgroups to display the
component items.
While pressing CTRL, select the following: Gypsum Board, 16mm;
Insulation Fiberglass, Blanket, R-19; and 2440mm Wood Studs 50 x
150mm.
Click Select.
16. In the Takeoff Item Properties dialog, click Apply.
The interior wall assembly is created. Next, you add formulas for the
components, which will allow the software to calculate item quantities
and costs. The costs you specify for the components of an assembly
supersede any costs you specify for the assembly item itself.
Enter formulas for components:
17. For Gypsum Board, 16mm, click in the Quantity 1 column.
18. In the Formula Editor:
For Quantity Values, select Area.
The value is displayed in the fx field, and the formula is displayed
below it. All formulas begin with an equal sign (=).
For Operators, select /.
In the fx field, after Area/, enter 2.88.
For a standard 1220 x 2440mm sheet of gypsum wallboard (2.88
square meters), the formula to determine the number of sheets
needed for one side of a wall is Area/2.88. If you want to calculate
the number of sheets needed for both sides of a wall, you would
enter (Area/2.88)x2.
Click
19. In the Takeoff Item Properties dialog, for Gypsum Board, 16mm, click in
the Unit column, and select ea.
This is the unit of measure that the software will use when calculating
the count formula.
Note
Only components with a Count item type use this unit of measure.
Components with Linear, Area, and Volume item types use the
measurement units that are specified in the Takeoff Item Properties
dialog for the component item.
20. Using the same method, specify formulas for the other components:
Insulation: For Formula, specify Area/.702, and for Unit, select ea.
(This is the area of a standard 2340 x 300mm batt of insulation,
converted to square meters.)
2440mm Wood Studs 50 x 150mm: For Formula, specify
Length/.406, and for Unit, select ea. (This calculation allows for a
stud every .406 m.)
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Creating a Project
Understanding Takeoff
Methods
Specifying Sheet Scale
Using Automatic Takeoff
Tools
Using Manual Takeoff Tools
Viewing and Validating Takeoff
Data
Creating and Viewing Reports
Exporting Takeoff Data
Publishing a Project to a DWF
File
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Creating a Project
Understanding Takeoff
Methods
Specifying Sheet Scale
Using Automatic Takeoff
Tools
Using Manual Takeoff Tools
Viewing and Validating Takeoff
Data
Creating and Viewing Reports
Exporting Takeoff Data
Publishing a Project to a DWF
File
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Document
Type
Automatic
Takeoff
Available?
Manual
Takeoff
Available?
3D DWF
model
Yes
No
2D DWF
sheet
Yes (except
Yes
Model Takeoff)
DWG sheet
(from DWG
TrueView)
No
Yes
PDF or image
file (TIF, GIF,
JPG)
No
Yes (except
Single-Click
Linear Takeoff)
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7. Click OK.
In the Document Properties dialog, the
calculated scale displays as the value
for Custom Scale.
8. Click OK.
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(Model Takeoff).
7. Put the cursor over the boundary on the right side of the
palette.
8. When the cursor changes to a double-headed arrow, drag
the boundary until all of the dimension columns are visible.
Objects created through model takeoffs and other automatic
tools are quantified when their item type is defined and at
least one dimension is mapped. Pinning and resizing the
Takeoff palette can help you work more efficiently as you
define model takeoff results.
M_Bifold-4
9. Under QTO Dormitory Model, expand Doors
Panel 1220 x 2134mm to display the door object
(M_Bifold-4 Panel).
The object is Undefined. Only defined objects are measured
and counted in QTO. Next, you define the door object by
dragging it to a defined item on the Takeoff palette.
QTO generates quantities for model objects by extracting
their embedded design data and mapping it to dimensions in
the catalog. As you work, notice that some dimensions are
mapped automatically, based on item type. The item type
defines the primary dimension of the item; for example, by
default, Linear items are mapped to Length. Each dimension
is also mapped to a default object property, which is the
property that is measured during takeoff. Default object
properties are specified on the Mapping tab of the
Preferences dialog. By default, Linear objects are mapped to
the Length property. Therefore, if a Linear object contains a
Length property, the length of the object is measured and
reported during takeoff.
Some Linear objects, such as interior walls, have additional
linear properties, such as Width and Unconnected Height.
When additional properties are available for an object, they
display in the dimension columns. You can select a different
property to change the property that is measured during
takeoff.
Some objects do not contain the default property. In this
case, the primary dimension value is Undefined on the
Takeoff palette and no measurement can be generated for
the object. By specifying a property for the primary
Move the
Undefined
objects in this
location:
Ceilings
Compound
600 x
Ceiling
600mm Grid
To the
appropriate
takeoff item in
this group:
Type
Interiors
Finishes
Ceiling
Area
Interiors
Finishes
Ceiling
Count
Exterior
Doors
Exterior
Count
Ceilings
Compound
600 x
Ceiling
1200mm Grid
Ceilings
Compound
Plain
Ceiling
Doors
M_DoubleFlush1730 x
2134mm
Doors
M_Double-Glass
2 1830 x
2134mm
Floors
Floor
ConcreteCommercial
362mm
Floor
LW
Concrete on
Floor
Exterior
Construction
Area
Metal Deck
Specialty Equipment
M_Electric Lift1300 x
wall based
950mm
Mechanical
Elevator
Count
Roofs
Basic Roof
Warm Roof Timber
Exterior
Roof
Construction
Area
Walls
Basic Wall
Exterior - Brick on
Mtl. Stud
Exterior
Walls
Walls
Basic
Interior Wall
108mm Cavity
Wall
Exterior
Linear
Linear
Interiors
Partitions
Walls
Basic
Interior Wall
155mm Partition
(2-hr)
Note Do not move
the objects for Basic
Interior Wall
124mm Partition (1hr). They will be
moved in the next
exercise.
Windows
400 C35
Andersen Exterior
C35
Windows
Exterior
Count
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
Topography
Surface, select Model Takeoff.
This is the default name given to an unnamed item when the
embedded data is extracted from the 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.
Furniture
M_BedStandard 1525 x
2007mm - Queen
Furniture
M_Chair Desk
Chair-Desk
Furniture
M_Desk
1525 x 762mm
Furniture
Table-Night
Stand 0457 x 0457 x
0610mm
Lighting Fixtures
M_Ceiling Light - Linear
Box 0600 x 0600mm(2
Lamp) - 120V
To this
takeoff
group:
Type:
Furnishings Count
Tip To
Furniture
assign the
same Type
value to
multiple
items,
press CTRL
while
selecting
the items,
and then
select the
Type value.
Electrical
Lighting
Fixtures
Count
Plumbing
Count
Lighting Fixtures
M_Troffer Light - Lens
0600 x 1200mm(2 Lamp) 120V
Plumbing Fixtures
i_Pedestal Sink-3D
Pedestal Sink
Plumbing Fixtures
M_Toilet-Commercial-Wall3D 380mm Seat Height
Plumbing Fixtures
M_Tub-Rectangular-3D
M_Tub-Rectangular-3D
Note Do not move M_Toilet-
Plumbing
Fixtures
Commercial-Wall-3D
480mm Seat Height. These
toilet objects will be created
as manual takeoff in a later
exercise.
Railing
Railings
Rectangular
Handrail - Interiors
Stair
190mm max
Stairs
riser 250mm going
Interiors
Linear
Linear
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:
42. On the Documents palette, select Floor Plans
A101 - Entry Level & Upper Level 1. Notice that 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.
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(Search Takeoff).
9. On the Documents palette, select Sheet: A103 Upper Level 2 & Roof to view the other 6 room
objects in the Workbook.
Alternatively, you can see all 22 room objects
reported in the Workbook by switching from the
Sheet filter to the Project filter.
10. Click
(Workbook palette menu)
Workbook
Filter
Project.
The detail view is updated to show all room objects
that exist across all sheets in the project.
(Back) to return to the summary view.
11. Click
By using the Search Takeoff tool to find model
objects with a Room property, you have created
takeoff for all of the living spaces. Using the same
method, you can create takeoff for the bathrooms,
conference room, lobby and corridor, mechanical
rooms, and stairwells in your project.
12. Save the Dormitory project.
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Fit to Window.
(Zoom
3. On the toolbar, click
Rectangle), and zoom in to the area
around one of the stairwells.
Create automatic takeoff objects:
4. On the Takeoff palette, select Electrical.
(Single-Click
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Fit to Window.
(Count
13. Click
(Back) to return to the
summary view.
Navigate to an object:
14. On the Takeoff palette, right-click any
toilet object, click Views, and click the
sheet listed on the flyout menu.
QTO zooms in to the selected object on
the associated view drawing.
15. On the Takeoff palette, click the
selected object to enter editing mode.
16. Enter a more descriptive name, such as
Entry Level South, and click ENTER.
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2. Click
(Pan), and move the sheet
to show the south portion of the lobby
and corridor on the Entry Level.
Create a takeoff object with a polyline
tool:
3. On the Takeoff palette, select Interiors
Floor Finishes
Floor, Carpet.
4. On the toolbar, click
Area Takeoff).
(Polyline
8. Click
(Pan), and pan to the left
to display the south end of Upper Level
1.
9. On the Takeoff palette, select Interiors
Floor Finishes
Floor, Carpet.
10. On the toolbar, click
Area Takeoff).
(Rectangle
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(Polyline
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, and select
4. On the toolbar, click
the callout on the canvas.
5. To resize the text box, drag the right
edge of the box to the left.
Add a stamp:
6. Click View menu
Fit to Window.
, and select
10. On the toolbar, click
the stamp on the canvas.
11. Reposition the stamp as needed.
Add a legend:
12. On the Documents palette, for Sheet:
A101 - Entry Level & Upper Level 1,
select the Legend check box.
Alternatively, you can click Document
menu
Legend to add a legend to the
selected sheet. The legend is
composed of a color block, an item
label, and quantity information,
showing the amount of the item that is
used on the sheet. By default, legends
show the primary quantity (Quantity 1)
, and select
13. On the toolbar, click
the legend on the canvas.
With the legend selected, you can
modify the legend settings on the
Contextual Tools palette, and you can
reposition the legend as needed.
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Fit to Window.
7. Click
(Back) in the upper-left corner of the
Workbook to return to the summary view.
8. Using the same method, continue validating takeoff
data:
Validate this
takeoff item
Ceiling Plans
Sheet:
A601 - Typical Ceiling
Plan
Electrical
Lighting
Fixtures
0600 x
1200mm (2 Lamp) 120V M_Troffer Light Lens [95219]
Elevations
Sheet:
A200 - Elevations
Exterior
Exterior
Door, DoubleDoors
Glass, 1830 x 2134mm
M_Double-Glass 2
[73073]
Exterior
Roof
Warm
Construction
Roof - Timber Basic
Roof
next to Electrical to
14. On the canvas, select a different light fixture, rightclick, and click Locate Object.
The takeoff object is selected on the Takeoff palette.
15. Notice that the Locate Object function expands
groups and items as necessary to display the
selected object.
You can continue to validate the takeoff data by using
the Views command to navigate to objects on the
canvas, or by using the Locate Object command to
locate objects on the Takeoff palette. You can also
use the Search function.
Search for objects:
16. In the Search text box at the upper right of the
drawing window, enter wall, and press ENTER.
The Search palette opens and displays the results
from sheets, models, takeoff groups, items, and
objects as navigational links.
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Custom Report.
to
Labor Cost
Material Cost
Quantity 1
You can move an entire category, such
as Cost Data, to the Selected list to
include all of the category's columns in
your report. Or, as you did in this step,
you can expand the category and
select specific columns to include in
your report.
and
later exercise.
Create and view a detail report:
1. Using the same method that you used
to create the material report, create a
detail report using the Group (Items
Only) report type and 0 for Level of
Hierarchy.
2. Review the report, noting that selecting
0 for Level of Hierarchy produces a
report with no group headings.
Depending on the label style you
selected, parent or root groups may be
included in item descriptions.
3. Create another detail report using the
same settings that you used for the
last report, except for Level of
Hierarchy, select All.
4. Notice the group and subgroup
headings that are included in the
report.
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Export
name.
For Save as type, select either
XML Spreadsheet (*.xml) or
GAEB Data Exchange XML v3.0
(*.x81).
Click Save.
5. Open the export file to view the takeoff
data.
Export a takeoff catalog:
6. Click File menu
Export
Catalog,
or click
(Takeoff palette menu)
Save as Catalog.
7. In the Save as Catalog dialog:
Navigate to the desired export
location.
For File name, enter a descriptive
name.
For Save as type, select either
Takeoff Catalog (*.att), CSV
(Comma delimited) (*.csv), or Tab
Separated Variable (*.txt).
Click Save.
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Exploring QTO
Publish to DWF:
Organizing Your Project
Publish to DWF.