Understanding Takeoffs

A takeoff is a list of material items and quantities that you need to construct a base house for a specific plan and elevation with options.

Enter and maintain takeoff master records at an area level on the Takeoff Maintenance form. On this form, you can:

  • Use wildcards in the Community, Phase, Plan, Elevation, and Swing fields.

  • Use substitute items in calculations.

  • Use reason codes to track historical quantities.

  • Estimate quantity calculations.

During the Lot Start process, the system searches for takeoff items and chooses those that match the organizational structure of the lot. Takeoff items are attached to takeoff master records and, if the system selects them during processing, they appear on the purchase order. Takeoff processing is cumulative, unlike the process for bid contracts. If more than one takeoff item matches the lot, the Lot Start process adds together the quantities for those items.

For example, in all communities, plan 1800 requires 3,000 bricks. A takeoff record exists with a wildcard community, plan 1800, and a wildcard elevation. A second takeoff record exists with a wildcard community, plan 1800, elevation B, and a quantity of 700. When plan 1800 is built using elevation B, the construction requires an additional 700 bricks. When a buyer chooses plan 1800, the system calculates 3,000 bricks for all elevations except B. When the system calculates the bricks for elevation B, it selects both takeoff records for a total of 3,700 bricks.

Note: You cannot assign a preferred subcontractor to a takeoff. You can use Supplier TBD functionality for takeoffs.