View Takeoff Report and Project Plan

Accessing These Views

From your estimate detail page, use the view toggle at the top to switch between:

• Estimate – The standard line-item view
• Takeoff Report – A summary of materials and quantities
• Project Plan – A visual timeline of tasks

The Takeoff Report

The takeoff report gives you a consolidated view of all materials from your estimate, making it easy to create shopping lists or order from suppliers.

What It Shows

• All material items grouped by category
• Total quantities required
• Units of measurement
• Quick reference for procurement

Customising Columns

You can choose which columns appear on the takeoff report by clicking the column settings control. This lets you show or hide columns such as:

• Markup – Markups for each item
• Client Cost – The price the client sees
• Unit Cost – Your cost per unit
• Quantity and Unit – Amounts and measurement units

This is useful when you want to share the takeoff with your team for purchasing — hide markup and client cost so your workers only see what they need to pick up from the shop, without seeing sensitive pricing information.

How to Use It

The takeoff report is useful for:

• Ordering materials – Know exactly what quantities you need
• Supplier quotes – Send the list to suppliers for pricing
• Site preparation – Check you have everything before starting work
• Reconciling costs – Compare against supplier invoices
• Sharing with your team – Customise columns to show only what's relevant (e.g., hide markup and client cost for a materials run)

Tip: Use the takeoff report alongside the Reconcile Suppliers feature to match items to your actual supplier products.

The Project Plan

The project plan shows a visual timeline (Gantt chart) of how the work could be scheduled.

What It Shows

• Tasks in sequence
• Estimated duration for each task
• Dependencies between tasks (what needs to happen first)
• Number of workers per task
• Progress tracking

Understanding the Timeline

Each task bar shows:

• Task name – What work is being done
• Duration – How many days the task takes
• Workers – How many people are assigned
• Dependencies – Lines connecting tasks show what must be completed first

Dependency types:

• FS (Finish-to-Start) – Previous task must finish before this one starts
• SS (Start-to-Start) – Tasks can start at the same time
• FF (Finish-to-Finish) – Tasks must finish at the same time
• SF (Start-to-Finish) – This task can't finish until the previous one starts

Editing the Project Plan

You can adjust the plan to match your actual schedule:

• Change dates – Drag tasks to different start dates
• Adjust duration – Extend or shorten task duration
• Modify workers – Change the number of workers assigned
• Add dependencies – Link tasks that depend on each other

Practical Uses

The project plan helps you:

• Schedule work – Plan when each stage happens
• Coordinate trades – See when subcontractors are needed
• Set client expectations – Share a realistic timeline
• Track progress – Update completion percentage as work proceeds

What's Next?

Ready to share your estimate with the client? Learn how to Send Your Estimate as a Proposal.