One of the main benefits of using ConstructConnect Takeoff is that you can collaborate with other people in your Organization on your Project.
When you create a Project, you are the Project Owner, and other users in your Organization are unable to see or access it. As we covered in the previous article, you can add users to your Project and grant them one of four access levels (Project Owner, Takeoff and Markups, Markups Only, and Read Only). We cover the basics of these access levels in the previous article. Below we detail what a user assigned to each access level can do in a Project.
Organization Admins and Editors
Organization Administrators have full control over all Projects and Bids, meaning they see every Project and Bid added by any user.
Editors have the same project access, but they cannot manage Organization users or allocate/revoke licenses.
Detailed Rights Explanation
Below is a very detailed explanation of what each access level can do.
A note regarding the items with an asterisk (*): Only Organization Administrators and Editors can save Takeoff Items and custom formulas to the library. Anyone assigned the role of User can see and use existing Takeoff Items and custom formulas.
DRAG AND DROP TAKEOFF ITEMS TO DIFFERENT TEMPLATE GROUPS *
YES
YES
SET THICKNESS
YES
YES
SET HEIGHT
YES
YES
SET LAYER
YES
YES
SET TAKEOFF ITEMS GROUP
YES
YES
REASSIGN AND DUPLICATE
YES
YES
REASSIGN OBJECTS
YES
YES
TYPICAL GROUP PANE AND TYPICAL GROUPS
SELECT TYPICAL GROUP OBJECTS
YES
YES
SELECT TYPICAL GROUP FRAMES
YES
YES
ADD TYPICAL GROUP
YES
YES
DELETE TYPICAL GROUP
YES
YES
EDIT TYPICAL GROUP
YES
YES
VIEWS PANE, NAMED VIEWS AND HOT LINKS
RENAME NAMED VIEWS
YES
YES
YES
DELETE NAMED VIEWS
YES
YES
YES
ADD HOT LINK
YES
YES
YES
RESIZE NAMED VIEWS
YES
YES
YES
MOVE NAMED VIEWS
YES
YES
YES
MOVE HOT LINKS
YES
YES
YES
REMOVE HOT LINK
YES
YES
YES
ADD NAMED VIEWS
YES
YES
YES
RENAME NAMED VIEWS
YES
YES
YES
EDIT NAMED VIEWS (COLOR)
YES
YES
YES
LAYERS PANE
ADD LAYER
YES
YES
YES
EDIT LAYER
YES
YES
YES
REORDER LAYER
YES
YES
YES
DELETE LAYER
YES
YES
YES
PUNCH LIST PANE AND PUNCH ITEMS
ADD PUNCH ITEM
YES
YES
YES
EDIT PUNCH ITEM
YES
YES
YES
DELETE PUNCH ITEM
YES
YES
YES
TAKEOFF
VIEW PARTIAL TILES
YES
YES
MOVE TAKEOFF
YES
YES
FLIP TAKEOFF
YES
YES
DELETE TAKEOFF
YES
YES
SPIN TAKEOFF
YES
YES
PERFORM TAKEOFF
YES
YES
EDIT TAKEOFF
YES
YES
CUT TAKEOFF
YES
YES
SLICE TAKEOFF
YES
YES
COPY TAKEOFF
YES
YES
PASTE TAKEOFF
YES
YES
DUPLICATE TAKEOFF
YES
YES
MERGE VERTICES
YES
YES
ALIGN GRID (INCLUDES ROTATE)
YES
YES
CONVERT SEGMENTS
YES
YES
RESIZE TAKEOFF
YES
YES
ROTATE TAKEOFF
YES
YES
SCALE
SET SCALE
YES
CALCULATE SCALE
YES
CHANGE SCALE
YES
TAKEOFF MAIN VIEW
ROTATE 90 DEGREES
YES
ROTATE 180 DEGREES
YES
RENAME SHEET
YES
ANNOTATIONS - INK AND TEXT
ADD DIMENSIONS
YES
YES
YES
DELETE DIMENSIONS
YES
YES
YES
MOVE DIMENSIONS
YES
YES
YES
EDIT DIMENSIONS
YES
YES
YES
SELECT DIMENSIONS
YES
YES
YES
ADD INK
YES
YES
YES
REMOVE INK
YES
YES
YES
SELECT INK
YES
YES
YES
MOVE INK
YES
YES
YES
ADD TEXT
YES
YES
YES
REMOVE TEXT
YES
YES
YES
SELECT TEXT
YES
YES
YES
MOVE TEXT
YES
YES
YES
EDIT TEXT
YES
YES
YES
ANNOTATIONS - HIGHLIGHTS
ADD CIRCULAR HIGHLIGHT
YES
YES
YES
REMOVE CIRCULAR HIGHLIGHT
YES
YES
YES
EDIT CIRCULAR HIGHLIGHT
YES
YES
YES
SELECT CIRCULAR HIGHLIGHT
YES
YES
YES
MOVE CIRCULAR HIGHLIGHT
YES
YES
YES
ADD RECTANGULAR HIGHLIGHT
YES
YES
YES
REMOVE RECTANGULAR HIGHLIGHT
YES
YES
YES
EDIT RECTANGULAR HIGHLIGHT
YES
YES
YES
SELECT RECTANGULAR HIGHLIGHT
YES
YES
YES
MOVE RECTANGULAR HIGHLIGHT
YES
YES
YES
ANNOTATIONS - STAMPS, ATTACHMENTS
ADD STAMP
YES
YES
YES
REMOVE STAMP
YES
YES
YES
MOVE STAMP
YES
YES
YES
EDIT STAMP
YES
YES
YES
SELECT STAMP
YES
YES
YES
ADD ATTACHMENT
YES
YES
YES
REMOVE ATTACHMENT
YES
YES
YES
MOVE ATTACHMENT
YES
YES
YES
EDIT ATTACHMENT
YES
YES
YES
SELECT ATTACHMENT
YES
YES
YES
WORKSHEET TAB
ADD TAKEOFF ITEM RESULT
YES
YES
REMOVE TAKEOFF ITEM RESULT
YES
YES
ADD MANUAL RESULT
YES
YES
DELETE MANUAL RESULT
YES
YES
EDIT MANUAL RESULT
YES
YES
EDIT COST
YES
YES
EXPORT DATA
YES
YES
YES
YES
SUMMARY TAB
NO ACCESS LEVELS REQUIRED NO LICENSE RESTRICTIONS Because the Summary Tab is a read-only summation of Takeoff Results, there are no restrictions. User can manipulate the data within the Summary Tab and export to Excel.
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