Understanding Projects

Overview

Projects are the core of your workflow in zzTakeoff. Every set of plans, takeoffs, and reports is organized inside a project, making it easy to manage construction documents, collaborate with your team, and keep estimating work structured and accessible.

A well-organized project helps you quickly locate drawings, track progress, and ensure accurate takeoff results.

What is a Project?

A project in zzTakeoff is a container that holds all of your construction documents and takeoff data, including:

• Plan sheets (blueprints)
• Folders and organization
• Takeoff measurements
• AI-processed pages (renaming, scaling, numbering)
• Project details and information
• Reports and quantities
• Team collaboration and sharing

Each construction job should typically have its own project.

Why Projects Matter

Projects help you:

• Keep plans and takeoffs organized
• Separate different jobs and estimates
• Collaborate with team members
• Track project-specific quantities
• Generate accurate reports
• Maintain a clean and structured workspace

This structure ensures that your estimating and takeoff work stays efficient and easy to manage.

Key Parts of a Project

Project Information

This includes details such as:

• Project name
• Location
• Description
• Company or customer information

Filling out project information helps with organization and reporting.

Plan Sheets

Plan sheets are the drawings or blueprints you upload into the project.

These can be:

• Architectural plans
• Structural drawings
• Electrical layouts
• Mechanical plans
• Flooring layouts
• Insulation plans
• Any construction PDF drawings

All takeoffs are performed directly on these plan sheets.

Project Folders

Projects can be organized using folders to group plans and documents.

Examples:

• Architectural
• Structural
• Electrical
• Plumbing
• Flooring
• Insulation
• Exterior
• Interior

This keeps large projects clean and easy to navigate.

Takeoff Data

All measurements and quantities created in zzTakeoff are stored inside the project.

This includes:

• Length measurements
• Area measurements
• Counts
• Material quantities
• Labor quantities
• Custom trade takeoffs

This ensures each project keeps its own accurate estimating data.

Project Sharing

Projects can be shared with team members or external collaborators.

When a project is shared:

• Users can view plan sheets
• Users can see takeoffs
• Users can run reports
• Users can collaborate in real time

Important:

Anyone with access to the project can see the takeoffs and reports inside it.

Always verify who has access before sharing.