Manage Takeoff Groups
Objective
To manage takeoffs for a project in the Estimating, Bid Board, or Portfolio Planning tool.
Background
On the takeoff tab, you can manage groups of takeoff layers.
Things to Consider
- Required User Permissions for the Bid Board tool.
 - Required User Permissions for the Estimating tool.
 - Required User Permissions for the Portfolio Planning tool.
 - To see steps for all takeoff types, see Add Takeoffs.
 - Deleting a group and their takeoff layers is permanent and cannot be retrieved.
 - Premium features with the star 
 icon are only available for paid Procore customer accounts. 
Steps
- Navigate to the Bid Board or Portfolio Planning tool and select the project.
OR
Navigate to the project's Estimating tool. - Click the Takeoffs tab.
 
Copy a Takeoff Group
To duplicate the takeoff group in your list of takeoffs. The duplicate group appears at the bottom of list of takeoffs.
- Click the vertical ellipsis 
next to the takeoff group. - Click Copy.
 
Copy a Takeoff Group to Another Estimate
- Click the vertical ellipsis 
next to the takeoff group. - Click Copy To Other Estimate.
 - Select the estimate.
 
Delete a Takeoff Group
To delete a single takeoff group, follow these steps:
- Click the vertical ellipsis 
next to the takeoff group. - Click the Delete 
icon.
 - Click Delete to confirm.
 
To bulk delete takeoff groups, follow these steps:
- Mark the checkboxes for the takeoff groups.
 - Click Actions.
 - Click Delete and select one of the following options:
    
- Delete Items and Groups
 - Delete Items Only
 
 - Click Delete to confirm.
 
Expand and Collapse Takeoff Groups
- Mark the checkboxes for the groups you want to bulk expand or collapse.
 - Click Actions, then select one of the following options:
    
- Click Collapse All to collapse all takeoff groups.
 - Click Expand All to expand all takeoff groups.
 
 
Move a Group of Takeoff Layers to a New Estimate
- Click the vertical ellipsis 
next to the takeoff group. - Click Move To Other Estimate.
 - Select the estimate.
 
Move a Group of Takeoff Layers to a New Group
- Mark the checkboxes for the takeoff groups you want to move.
 - Click Actions.
 - Click Move To.
 - Select one of the following:
    
- Move to New Group.
Note: Click on the new group title to rename the group. - Move to Existing Group, then select the group.
 
 - Move to New Group.
 
Rename a Group
- Click the vertical ellipsis 
next to the takeoff group. Then, click Rename.
OR
Click your cursor over the group name. - Enter the new name.
 
See Also

