Question of the Week – DESTINI Estimator: Can I tie existing line items in my estimate template to the takeoff for a new project?

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Can I tie existing line items in my estimate template to the takeoff for a new project?

In the estimate view, we have a command at the top of the view called Map to Takeoff. This command enables a user to tie a line item that already exists in the Estimate View to a takeoff item in the Takeoff View. (works for both 2D and 3D models, this example will focus on 2D)

First, select the takeoff component in the Takeoff View. I will use the Takeoff Summary to capture all of the landscape areas on the page:

This will bring up the same takeoff window you would see in the traditional 2D takeoff workflow:

This results in the original line item now having the proper quantity, and the link has been established.

NOTE: Line items can only be mapped one-by-one. If the template is populated by assemblies, you can dramatically reduce the amount of time required to link the existing items to takeoff (one assembly might handle 5-50 items, for example). a smart workflow for a SOG assembly, for example, would be to answer as many of the questions as possible, but leave the Area / Thickness / Perimeter type variables with a value of 1. The 2D takeoff link would give you the real answers there.