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Essential 2D Takeoff Workflows With Automatic Pricing

Here are a few videos on the workflows for Automatic Pricing 

1. How to takeoff an item using Automatic Pricing 

2. How to use Automatic Pricing to map a Line Item or Assembly driven by a Quantity Formula 

3. How to tie a takeoff between multiple floors using the same palette item, and how to reassign a sticky WBS to a new location

4. How to duplicate and reassign a material to price a different item

5. How to tie unmapped takeoff to a line item or Assembly or map a takeoff to multiple line items. 

This will be the same workflow for typing a takeoff palette to multiple Line items.

In my Example: I already have the take complete and show IsMapped. I will be tying that palette (Negative Air Filter)  to the Line item (Site Utilities)

When I select the palette in the Takeoff Summary, the palette info is on the left in the Cost Information view while my Line Item is on the right. 

Next, I will drag my area from the QTO Properties to the Line Item Quantity and click Update.

The result shows my Line Item mapped and my Quantity is updated. 

6. How to update my previous takeoff in Automatic Pricing

7. How to see the properties of an individual takeoff instead of the entire quantity?

8. Automatically map to an existing cost item using the Sketch Item command from the Estimate View 

9. How to assign a takeoff to an existing item - you don't have to duplicate the line item, you can simply click the other takeoff palette and use the Apply Paint feature. 

10. Copying a line Item to start a takeoff workflow - In this workflow, when an Item is copied, the idea behind that is that it will use a new Pallete item to sketch from the Estimate view and not from an existing palette. If you are going to use the existing palette, see the video 3. 

Here is how to tell what an Item is Mapped, partially mapped, or not mapped - visual indicators.

11. How to update and Assembly if you forgot to map some takeoff items