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Justin Gueli
16d 8h

Folder Location for New Take-offs

Under Review

Is it possible to add a folder designation for new take-offs.


Planswift had this feature and it was quick and effective. Saves a lot of clicks/sorting time.


0
Justin Hildreth (Horizontal GC) 16d 8h

Have you tried the "grey" folders? These are setup in Custom Properties. Then you can filter your Takeoff view from there....


Justin Gueli 16d 7h

I'll give this a shot, but I'm not sure this would address being able to create a new folder "on the fly" while making a new take-off item.

Justin Hildreth (Horizontal GC) 16d 7h

Correct. It definitely doesn't allow for that...... We can build "most" things as templates, but we can't cover them all. For those using the extract schedule, this could be handy to add it at that point too.....

Justin Gueli 16d 7h

Having the flexibility to add folders while making a take-off would be great. Admittedly, I could make the structured templates work to a certain degree but sometimes we estimate some wacky stuff and having the "on the fly" flexibility would be nice.

Chris King 16d 1h

I created mine in custom templates under Work breakdown structure and it works great

Then i have it set up to be able to allow typing custom values

tghen if i take a template and am doing a wacky one off i can type in the folder section to make it whatever i want instead of my presets


Justin Gueli 15d 12h

Thanks for sharing this guys, I'll give it a go.


I'd still prefer a place to add folders right in the take-off item but this is a nice work around ... for now (hopefully). :-)

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