Preparing drawings for takeoff – existing markups

  • Preparing drawings for takeoff – existing markups

    Posted by David Cutler on March 1, 2021 at 6:13 pm

    Something that I’ve found frustrating when performing takeoffs is having to deal with drawings that already have markups in them – especially when I’m looking to export my markups for importing into our estimating program.  What I’ve found helps is flattening the drawings <span style=”text-decoration: underline;”>before</span> I start my takeoff.  That way I start off with a clean PDF with only my markups going forward.

    What else does everyone do to prepare their PDF’s for takeoff?


    Chadd Vogt replied 1 year, 5 months ago 5 Members · 5 Replies
  • 5 Replies
  • Troy DeGroot

    March 4, 2021 at 6:39 pm
    Points: 13,902
    Rank: UC2 Brainery Blue Belt III UC2 Brainery Blue Belt III

    This is a great tip David. Another option would be to select all the markups in the Markup List and delete them, however, your method of flattening would allow others to see the comments that were made so they’re not lost.

    Off the top of my head, a few other prep ideas would be:

    • Calibrate (of course)
    • make sure you have the correct Profile, Tools and custom columns set.
    • If using Quantity Link, make sure the connection is made and you’re using the correctly mapped custom tools.

    I’m interested to see what ideas others bring to the table.

  • Doug McLean

    March 9, 2021 at 2:55 pm
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    Rank: UC2 Brainery Orange Belt IIII UC2 Brainery Orange Belt IIII

    One thing I also do is add a note using the Headers and Footer’s option that tells me what drawing package its from.
    Nothing crazy, just something like Bid Set or Addendum X
    It also gives me another Tag for the set in a consistent location.

  • Andrew Veggian

    March 16, 2021 at 4:45 am
    Points: 2,605
    Rank: UC2 Brainery Orange Belt UC2 Brainery Orange Belt Rank

    If you do start your takeoffs and realize later that you forgot to flatten first, then turn on the “Author” column in the markups list. Sort by Author, select all markups that are not yours, then flatten them.

    Here’s my list of steps that I always go through to prep my drawings before takeoffs.

    1. Delete all viewports (if prompted when I open the file for the first time)
    2. Flatten (usually without recovery)
    3. Create page labels (using Automark – sheet number only)
    4. Create bookmarks (using Automark – sheet number and title)
    5. OCR
    6. Batch link (using the page labels I already created, and overwriting all existing hyperlinks)
    7. Set scales
    8. Create spaces (if needed to separate takeoffs)
    • Troy DeGroot

      April 1, 2021 at 12:29 pm
      Points: 13,902
      Rank: UC2 Brainery Blue Belt III UC2 Brainery Blue Belt III

      This is a great list, Andrew! I often forget OCR

  • Chadd Vogt

    July 2, 2021 at 6:16 am
    Points: 476
    Rank: UC2 Brainery Newbie UC2 Brainery Newbie Belt Rank

    Everyone hit the nail on the head above me, I will throw in that sometimes running Repair PDF and Reduce File Size under Batch helps a lot if you notice your highlight tools being wonky or the file being slow. Noticed that running both of those helps keep things moving smooth.