Use Take-Off Template Labels to categorise and Filter. Some example options used are price levels, work types, different specifications, and different Formula options.
Creating and Editing Take-Off Template Labels
Only the Owner, Admin and Setup roles can create and edit Take-off Labels, but all Users can use them.
Click My Account then click Setup
Click Take-off Labels
Click and type in the new Label or Edit an existing
Select a preset colour or choose new from the colour wheel
(optional) Drag and drop to reorder
Assigning Labels
Labels can be added to a new or existing Take-Off Template/s.
From the Home page, click Take-Off Template tab
Click the checkbox/es next to the Template/s
Click Update Labels
Click to select the required Label/s
Click Cancel
Filtering within Templates
When you select multiple Labels to Filter, Groundplan will only display Take-off Templates that contain all the chosen Labels.
Filtering Templates when applying to a Stage
When applying a Take-Off Template to a Stage, the Filter option only appears when there are more than ten Take-Off Templates within the Account.
Add a new Stage and Name it
Click Apply Take-Off Template
Click Choose and select the Filter
Select the Take-off Template
Click Create
