Creating Take-Off Templates is a time-saving option to populate Projects with frequently used Measurements. When integrated with Ascora, Measurements can be linked manually to Ascora Inventory Supplies or Kits.

Creating Take-Off Templates

The two most common approaches to creating Take-off Templates linked to Ascora products are: Copying from an existing Stage or Building a new Take-off Template.

1. Copying an existing Stage to a Take-Off Template

When Measurement Parts are already linked to Ascora Inventory Supplies or Kits, Take-Off Templates are created by Copying an existing Stage in a Project.

From the Worksheet tab or while on a plan, click Stage Actions
Click Copy to new Template
Rename and click Copy Stage
Click +Measurement to add additional Count, Length and Area Measurements

2. Building a new Take-Off Template

From the Groundplan home page, navigate to the Take-Off Templates tab
Click +Take-Off Template
Enter the Template Name and click Create
Click +Measurement and click to add Count, Length or Areas
Select Measurement Part Type and complete the remaining fields
Click Create, if additional Parts and Labour are required, click Create & Add More Parts

Applying a Take-off Template to a New Stage

From within a Plan, click +Add Stage
Enter Stage Name and click Apply Take-off Template
Click Take-off Template name, review and de-select Measurements not required
Click Create

Applying a Take-off Template to an Existing Stage

From within a Plan, click Stage Actions and click Apply Template
Click Take-off Template name
Review and/or de-select Measurements not required
Click Apply Template

Linking Take-Off Measurements to Ascora Inventory

Take the following steps to link Ascora Products within Take-Off Templates:

From the Groundplan home page, click Take-Off Templates and click Take-off Template name to amend
Click Measurement name
Click Part Actions and click Delete

$Linking takeoff template to Ascora $1-3$ updated$
Click +Part
Select Ascora Inventory Supply or Ascora Inventory Kit
Begin your search by entering 3 letters
Click to select item
Click Save

$Linking takeoff template to Ascora $5-7$ updated$

Frequently Asked Questions

I've updated my pricing in Ascora. Why do my templates still show the old pricing?

Inventory Supply and Kit Pricing is saved at the time of Take-Off Template creation although it updates once in Ascora.

📝Pricing in the Template will stay the same as when first created but will update to the current price when it reaches the Ascora Quote.

I have used the Import Take-off Template function to bring in my Measurements. Do I still need to link the Ascora Products?

Yes, that is correct.

Measurements will need to be linked manually to Ascora Inventory Supply or Kits. You can follow the steps in the GIF above.

Why won't my Additional Items and Additional Labour save in my Template when I use Copy to New Template?

Unfortunately, these are for the Stage only and will not be saved in a Take-off Template.

If you regularly need to add Additional Items and Additional Labour to a Stage, consider saving these separately into a Take-off Template, then apply to the Project from the Worksheet and adjusting the totals.

I have an existing Time and Materials Quote in Ascora that I want to push new Quantities to. Can I do this?

No, unfortunately not.

This is a limitation of the API capabilities with Ascora. Groundplan supports updating Quotes that have Sections Pricing Method ONLY.

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Creating take-off templates with Ascora