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The ConstructConnect Platform document viewer gives you access to project plans, specifications and addenda. You can use filtering to locate the exact document types, preview and export and print documents, and use keywords 

For takeoff, you can add elements and conditions, set scale, add annotations and draw directly on documents. Prepared documents can be opened in ConstructConnect Takeoff.   

This section contains the following topics:   

Table of Contents
 

Using document viewer options    Anchordvdvieeroptiosndvdvieeroptiosn

The tabs on the left sidebar give you access to the document list and the Conditions and the Summary menus. 

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Click to display the document list.

Click to access the Conditions menu.

Click to access the Summary list.

Accessing and viewing documents   Anchordvdvieeraccesviewdvdvieeraccesview

You can access project documents from two locations. Note that you must first run a project search that includes project documents.

The following describes the locations where you can access project documents. 

DescriptionLocationThe Documents section of the project details page.

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Using the Project Preview preview feature on the project search results page.

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Once you select to view documents from either location,

the document viewer opens in a new browser with the first instance of the selected document type displayed in the window:
Image RemovedUsing the menu bar and document list     Anchordvdvieemeubardoclistdvdvieemeubardoclist

The top menu bar

  • The menu bar at the top of the window displays the name of the current page and options for setting scale, unit of measurement and tools for viewing documents. 
  • You can display the next or previous document by clicking on the arrows on either side of the page name.
    • Click Open in ConstructConnect Takeoff when the document set is ready for takeoff.
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    The document list

    • The document list is on the left side of the page and displays a list of the documents in the current document set. 
    • The document types are in sections. Clicking on the up or down arrows open or close the types in the list pane.  
    •  To view individual documents, click on the document name in the list to open the document in the viewing pane. 
      Note: The name of the document displayed in the window is highlighted blue in the document list.
    • Use the Action menu to download documents, as described in the following section.  
    Downloading documents Anchordvdvieerdownloaddvdvieerdownload

    You can download project documents in PDF format.   

    To download project documents, 

    • select to display the document list on the left side of the window. 
    • select one of the following: 
      • individual documents in the list or
      • Click Select All to select all documents in the list. 
    • Click Action and then click Download selected documents. 
    • When prompted, select the location for the document download and then click Save. 
      Result: The selected documents download to your device.  
    Using the task toolbar      Anchordvdvitatasktoolbardvdvitatasktoolbar

    The options on the task toolbar let you measure the scale of drawings, add custom text, notations and elements to project documents. 

    • Tip: The task toolbar is on the left side of the document viewing pane. Hovering over a toolbar icon displays the name and description of the tool. 

    The following table describes the options on the task toolbar. 

    Option AnchordvselecttooldvselecttoolDescription

    Select tool

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    Use the select tool to activate elements added to a document for editing. Elements can be text boxes, lines, shapes, stamps and measurements. An active element displays anchors at each corner or at regularly spaced distances on the element. The Select tool is active when colored blue.

    Moving, resizing and deleting added elements

    The select tool lets you move and resize elements. A selected element can be deleted using the delete tool.

    To move or resize,
  • click the Select tool and then click on the element.
  • To move, drag the element to the desired location.
    • To resize, click and drag a corner or section of the element to the desired size.
  • To delete,

    • Annotate tools

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    The Annotate toolbar contains the elements that you can use to add markups to project documents.

    Use the Annotate toolbar to perform the following tasks.

    Text

    Use to add a text annotation to the document. To use the tool,

    • double-click on the A text annotation icon. This opens the Text Markup menu.
    • In the menu, enter the text for the annotation. Note that the menu has options for customizing font, font size and color, background color and italics.
    • When you are done, click Save. 
      Result: The annotation is added to the document.
    ArrowUse to add arrows to documents. Note that you can adjust the line width and color using the menu in the header when the arrow tool is activated.CloudUse to add a cloud notation to documents. Double click on the line to complete the cloud. You can add text to a cloud by selecting the Text tool and clicking inside the cloud. Note that you can adjust the line width and color using the menu in the header when the cloud tool is activated.DiskUse to add a colored disk shape to documents. You can add text inside a disk by selecting the Text tool and clicking inside the disk. Note that you can adjust the line width and background color using the menu in the header when the disk tool is activated.BoxUse to add a box shape to documents. You can add text inside a box by selecting the Text tool and clicking inside the box. Note that you can adjust the line width and color using the menu in the header when the box tool is activated.HighlighterUse to add a highlight to documents. Note that you can adjust the line width and color using the menu in the header when the highlighter tool is activated.PenUse to draw a line on documents. Note that you can adjust the line width and color using the menu in the header when the pen tool is activated.MeasurementUse to measure document when setting scale. The active measurement is displayed in the center of the tool and changes as you change the dimension of the line. For more information, see Working with document scale.

    Stamp

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    The stamp tool lets you add standard conditions to documents. Stamps are organized into the following top categories:

    • Accepted
    • Rejected
    • Information
    • Signature

    Each stamp category has a subcategory that you access by clicking on the top category, as shown below for Information:

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    Note: Once placed on a document, a stamp can be edited for size and placement using the Select tool.

    Condition markers

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    The cross-hairs and dimension markers are present in the toolbar when the Takeoff Condition for the selected condition is activated:

    • The cross-hairs marker is present when count and area conditions are selected.
    • The dimension marker is present when a linear condition is selected.

    For more information, see Working with conditions.

    Delete Anchordvdeltettooldvdeltettool

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    The Delete tool is activated and turns red when an element is selected using the Select tool. Once an element is selected, click on the trash can icon to delete the element.

    To use the Delete tool,

    Result: The element is deleted.

    Working with scale and conditions     Anchordvdviscslecondistdvdviscslecondist

    For information on setting document scale and adding conditions in preparation for takeoff, see the following topics: 

  • Working with document scale
    • Working with conditions

    Introduction

    Project Intelligence Web Takeoff gives you the tools you need to prepare project plans for takeoff. You can create linear, count and area takeoff items that you can add to any measurable building object, such as floors, walls, windows, the number of lighting fixtures, the area of a parking lot or mechanical components. 

    About setting the scale

    The initial and most important step in creating successful takeoff is setting the correct scale for documents and then verifying that the scale is correct for each plan. It is critical that you follow the procedures for setting and verifying the scale to ensure that the scale set for each plan is correct.  

    • To get started, see Setting the scale. 

    Understanding takeoff 

    A Takeoff Item is a representation of some object that you want to measure, such as a floor, wall, footing, door, or window. Takeoff items are measured by linear, area and count.

    Each takeoff object includes all the information that makes the object unique, such as name, dimensions, layer, and quantity.  Each takeoff item is used for specific objects on the plan, such as linear for walls and area for ceilings. 

    Each unique building object requires a distinct takeoff item. However, you only need to create one takeoff item for identical building objects throughout the entire plan set, regardless of type.  For example, a high rise building with two different interior floor heights only requires two distinct wall takeoff items.   

    • To get started, see Creating and applying takeoff.