06.11 Using Tags to Filter or Group the Takeoff Items Pane

Tags are useful when you are working with other estimators on the same Bid - you can set your initials or name as the "Tag" and then filter the Takeoff Items list by that Tag so you only see 'your' Takeoff Items while performing takeoff. Just be sure you and another estimator do not create Takeoff Items for the same objects (you do not want two Takeoff Items for the same type of wall, for example, because you wouldn't get a 'grand total').

In our example below, we show a Takeoff Items list with less than 30 Takeoff Items, but many Bids include 50, 100, or several hundred Takeoff Items, so it is import to understand how to group the Takeoff Items Pane.

• First, click the control in the upper-left corner of the Takeoff Items list to open the Column Picker.
• Select the optional column "Tag" to add Tag to the Takeoff Items list.
• Next, click the button in the Tag column header
• Hover over "Filter by >" - a sub-menu opens showing all available Tags for the Takeoff Items currently shown in the grid (Some Takeoff Items may already be hidden - if you already applied a Filter such as "Group" to the Takeoff Items Pane - there may be Tags used for those hidden Takeoff Items, but their Tags are not shown in the filter control.)

We select our initials (in this case "jb" for Jason Bourne)...

This is a much more "manageable" list - now Jason only sees the Takeoff Items he is using.

Next up, we are going to cover using the Takeoff Items we created in this Chapter to measure building objects on your plans.

Deleting Takeoff Items

Saving Takeoff Items as Templates