Creating a New Project

A project in zzTakeoff is where all your takeoff work is organized. Creating a project allows you to manage files, perform measurements, and collaborate with your team. Follow these steps to get started quickly.

Step 1: Access Your Workspace

1. Sign in to zzTakeoff.
2. Select the workspace where you want your new project to live. Workspaces help organize projects by team, trade, or client.

Step 2: Start a New Project

1. In your workspace, click + New Project or Create Project.
2. Enter a Project Name that clearly identifies the job.
3. Optionally, add a Description to give more context about the project.

Step 3: Set Project Details

• Project Type / Trade: Choose the trade (e.g., insulation, flooring, glazing) or leave as general.
• Client / Owner: Enter the client’s name or company.
• Location: Add the project address for reference.

Step 4: Upload Files

• Add PDF plans, drawings, or images for your project.
• Drag and drop files or use the Upload button.
• Once uploaded, files are automatically processed and ready for takeoff.

Step 5: Configure Project Settings (Optional)

• Units: Set measurement units (imperial or metric).
• Templates: Apply a template to preconfigure layers, materials, or assemblies.
• Team Access: Invite teammates and set permissions (view, edit, or admin).

Step 6: Save and Open

• Click Create to finalize the project.
• Your project dashboard will open, ready for takeoff and collaboration.

Tips for Success

• Use consistent naming for projects to make them easy to find later.
• Organize files into folders within a project for faster navigation.
• Set permissions early if multiple team members will work on the project.