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Add Count Takeoffs

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Objective

To add takeoffs to a Procore Estimating project using the Count measurement type. 

Background

The Takeoff page in Procore's Estimating tool is where you can add and manage a wide variety of takeoffs for different trades. Procore Estimating offers advanced features to help manage takeoffs with ease. 

The Count measurement type allows you add the summary of all counted items through a symbol selection on the uploaded plans. You can manually select each symbol or use the advanced Auto-Count feature where Procore Estimating will automatically count similar symbols based on your selection. The auto-count method provides a faster way of counting materials with precision.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions to the project's Estimating tool.
  • Additional Information:

Steps

  1. Navigate to the project's Estimating tool on app.procore.com.
    Note: The Estimating tool automatically opens to the Takeoff page.
  2. On the Takeoff page, click Add Takeoff.
  3. Complete the following information:
    • Material Name: Enter a material name or click Catalog to select an item from the material catalog.
      Note: If you select a material from the catalog, always check to make sure that it matches the client’s specification and unit prices.
    • Measurement Type: Click the drop-down menu and select Count as the measurement type.
    • UoM: Click the drop-down menu to select a unit of measurement.
    • Symbol: Click the drop-down menu to select a symbol that you want to use for the counts.
    • Size: Click the drop-down menu to select a size.
    • Colour: Click the drop-down menu to select a colour.
  4. Click Add to Plan.
    Note: After adding the material, an indicator will be displayed that it is now active and ready for use. You will be able to choose from manually counting materials or 'Auto-Count', which automatically counts similar symbols using Procore Estimating's advanced symbol recognition feature.

To use Auto-Count

The Auto-Count feature in Procore Estimating' automatically counts similar symbols based on your selection. This method provides a faster way of counting materials with precision.

  1. Click Auto-Count.
  2. Draw a rectangle around the symbol that you want counted automatically:
    • Click to start drawing the rectangle and click again to confirm the selection.
      Note: If you want to draw the rectangle again, click the x icon. 
  3. Click the checkmark icon to confirm the selection and continue with the auto-count.
  4. Select one of the following options for where you want to run the auto-count:
    • Run on All Plans: The auto-count will be run on all plans within the project. 
    • Run on Active Plan Only: The auto-count will only be run on the plan that is currently selected.
    • Manually Select Plans to Run On: The auto-count will be run on only the plans that you select. If using this option, mark the checkboxes next to the plans you want to include.
  5. Click Run Auto-Count. 
  6. Symbol matches and possible matches are displayed for verification. Review the selections:
    • In the 'Matches' section, check to see if all the symbols match. If not, click on the match to deselect the symbol.
    • In the 'Possible Matches' section, check to see if any other symbols match the selected one.
    • If you want to clear or select all selections in the Matches or Possible Matches sections, click Clear Selection or Select All.
  7. When you are finished reviewing the auto-count results, click Save & Close.
    The selected symbols will be marked and counted. The counted number of materials will appear under the takeoff name.​​​​​​