- How do I manage my Estimating Layout side panel in TradeTek?
- From the Estimating tab, navigate to the left of the page to the Estimating Layout side panel.
The Estimating Layout side panel contains 6 related buttons:
Add Layout: Click the Add Layout button to add a new estimating layout.
Property: Launches the layout dialog for the selected layout allowing you to make changes.
Delete: Deletes the selected layout.
Import Layout: Imports an estimating layout that has been exported from another computer.
Export Layout: Exports the selected estimating layout file to the Desktop that can be imported
by another computer.
Up & Down Arrows: Moves the selected layout up or down in the list.
Click here for more details: estimating-layout-side.mp4
See TradeTek User's Guide – Estimating Tab – Side Panels: TradeTek-User-Guide.pdf
- How do I add a new Estimating Layout in TradeTek?
- Navigate to the Estimating tab.
Click the Add Layout button to add a new estimating layout.
Give the new layout a name and select the property value columns that you would like
displayed in the layout from the Add Column Name drop-down menu.
The list of available property values is generated from all properties located in
assembly groups within the Template tab, the Set Default Properties area and takeoff
items within the Estimating tab. Once you have added all the desired property value columns,
click OK to add the new layout.
Click here for more details: estimating-layout-side.mp4
See TradeTek User's Guide – Estimating Tab – Side Panels: TradeTek-User-Guide.pdf
- Can I add a folder(s) to my Estimating side panel area in TradeTek?
- Users can easily add or delete folders in the Estimating side panel area.
From the Estimating side panel, click the Add Folder button.
Takeoff items can then be placed inside of the folder for organizational purposes by dragging
the takeoff item below the folder.
To remove the takeoff item from the folder, drag the item above the folder.
Click here for more details: estimating-side-panel.mp4
See TradeTek User's Guide – Home Tab – Side Panels: TradeTek-User-Guide.pdf
- How do I copy / paste in the Estimating Tab Area in TradeTek?
- Takeoff items or folders that contain takeoff items can be copied and pasted from the
estimating area or to an assembly group located in the Templates tab.
Click on the item to select it then click the Copy button located in the Estimating tab
Clipboard button group.
Click the Paste button to paste the items in the clipboard into the estimating area.
Click here for more details: estimating-copy-paste.mp4
See TradeTek User's Guide – Estimating Tab – Estimating Button Group: TradeTek-User-Guide.pdf
- How do I manage my Estimating side panel in TradeTek?
- From the Home tab or Page tab, select Estimating from the drop-down menu.
The Estimating side panel contains 5 related buttons:
Add Folder: Add a folder to the Estimating side panel area. Takeoff items can then be placed
inside of the folder for organizational purposes by dragging the takeoff item below the folder.
To remove the takeoff item from the folder, drag the item above the folder.
Duplicate: Click to create a duplicate of the selected takeoff item.
Delete: Deletes the selected takeoff item or folder and all of its contents.
Expand All: Expands all assemblies in the Estimating side panel making all assembly sub-items
visible.
Collapse All: Collapses all assemblies in the Estimating side panel making all assembly sub-items
invisible.
Click here for more details: estimating-side-panel.mp4
See TradeTek User's Guide – Home Tab – Side Panels: TradeTek-User-Guide.pdf
- I don't see a property column name from the Estimating Layout drop-down menu?
- All properties must be added to either the assemblies located in the Templates tab or
Set Default Properties tab in order to be available in the drop-down menu.
Click here for more details: estimating-layout-side.mp4
- What information is displayed in the Estimate button group?
- The Estimate button group located at the top of the Estimating tab contains the following
buttons related to Estimate area actions:
- New Folder: Adds a new takeoff folder to the estimating area.
- Delete: Deletes the selected item(s) in the estimating area.
- Edit: Launches the selected takeoff item dialog.
- Expand All: Expands all folders and assemblies in the estimating area so that all sub-items
are visible.
- Collapse All: Collapses all folders and assemblies in the estimating area so that all sub-items
are invisible.
Click here for more details: estimating-folders.mp4
See TradeTek User's Guide – Estimate Tab – Estimate Button Group: TradeTek-User-Guide.pdf
- How do I add or edit a new Estimating Tab folder in TradeTek?
- Folders can be added to the Estimating tab to organize takeoff items.
Navigate to the Estimating tab and click the New Folder button located in the Estimate button group.
Name the folder and click OK to add the new takeoff folder to the estimating area.
Takeoff folders can contain properties that can be accessed by the takeoff items inside of the folder.
For more information on takeoff folder properties refer to the Properties section of the User’s Guide,
Help Videos, or the Q/A Database.
When a new folder is added, it will be added beneath the last item in the estimating area.
To move takeoff items into a folder, left click + hold on the takeoff item icon and drag the item
below the folder.
To move an item out of a folder, click and drag it above the folder.
Folders can be moved up or down in the estimating area by left click + hold on the folder icon and
dragging it to the desire position.
Click here for more details: estimating-folders.mp4
See TradeTek User's Guide – Estimate Tab – Estimate Button Group: TradeTek-User-Guide.pdf
- Where are Estimating Layouts located in TradeTek?
- Navigate to the Estimating tab.
The left side Estimating Layout side panel is where the default and user added estimating layouts
are located. Click to select the estimating layout that you want displayed in the estimating area.
Click here for more details: estimating-layout-side.mp4
See TradeTek User's Guide – Estimating Tab – Side Panels: TradeTek-User-Guide.pdf
- What is an Estimating Layout in TradeTek?
- Estimating layouts allow you to add property columns that display that property's values for all
takeoff items in the currently open job.
Multiple estimating layouts can be created to view different groups of property values.
Click here for more details: estimating-layout-side.mp4
See TradeTek User's Guide – Estimating Tab – Side Panels: TradeTek-User-Guide.pdf
- Can I edit the Estimating Layout display area in TradeTek?
- Yes, click to select the desired layout from the Estimating Layout side panel and click the
Property button located at the top of the Estimating Layout side panel to launch the dialog.
You can edit the layout name, reorder the columns, add new property column or delete a column.
You can also resize the layout area columns by click + hold on the column header divider line
to widen or narrow the column display.
Click here for more details: estimating-layout-side.mp4
See TradeTek User's Guide – Estimating Tab – Side Panels: TradeTek-User-Guide.pdf
- How can I reuse folder structure and assemblies from one job to another?
- Use this process when estimating similar jobs that use the same assemblies and folder structure.
Once you've completed a job, place your entire folder structure in the Estimating tab into one parent folder.
Now copy and paste that parent folder.
Create a new second job that is similar.
Paste the copied folder structure and assemblies into the Estimating panel.
Notice the takeoff quantities of pasted assemblies have been zeroed out.
Now launch the assemblies within the folders of the Estimating panel to do your takeoffs.
- Can data be exported from the Estimating panel?
- TradeTek 1.3 adds an Export Data button to exports Tab or Comma separated data.
From the Export Data dialog, select Layout to use the columns shown in the Estimating panel.
Select Custom to select and order desired columns in the exported data.
Data is saved to a file on the desktop. Set the Open with Excel checkbox to open it into Excel.
- Why is TradeTek displaying property values with European style formatting like 123,45 instead of 123.45?
- Selections in the Windows control panels can affect how numbers are formatted in TradeTek.
For example, Windows can be configured for Spanish with European number formatting.
If you see numbers displayed with format 123,45 instead of 123.45, it is a OS system setting.
On Windows, the settings in the Control panel will affect how numbers are formatted.
From the Start menu, choose Settings, then type region into the Search field.
Select Region settings from the drop down menu to see Language & region panel.
Choose English and United States for several selections, then close and restart TradeTek.