Run Auto Count Takeoffs

Objective

To add takeoffs by automatically counting similar symbols.

Background

The Count measurement type allows you add the summary of all counted items through a symbol selection on the uploaded plans. You can manually select each symbol or use the advanced Auto-Count feature where Procore will automatically count similar symbols based on your selection. The auto-count method provides a faster way of counting materials with precision.

Things to Consider

• Required User Permissions for the Tender Board tool.
• Required User Permissions for the Estimating tool.
• Required User Permissions for the Portfolio Planning tool.
• Before starting a material count, make sure that the plan scale is properly configured. See Set the Drawing Scale for Takeoffs.
• To see steps for all takeoff types, see Add Takeoffs.
• Premium features with the star  icon are only available for paid Procore customer accounts.

Steps

1. Navigate to the Tender Board or Portfolio Planning tool and select the project.
   OR
   Navigate to the project's Estimating tool.
2. Click the Takeoff tab.
3. Click Create New Takeoff Layer.
4. Enter a material name, or click Browse Catalog to select an item from the material catalog.
   Note: If you select a material from the catalog, always check to make sure that it matches the client’s specification and unit prices.
5. Select Count as the measurement type.
6. Click Create.
7. Click Auto-Count.
8. Draw a rectangle around the symbol that you want counted automatically:
   • Click to start drawing the rectangle, and click again to confirm the selection.
     Note: If you want to draw the rectangle again, click the x icon or 'Cancel'. 
9. Click the checkmark icon or 'Accept' to confirm the selection and continue with the auto-count.
10. Select one of the following options for where you want to run the auto-count:
    • Run on All Plans: The auto-count will be run on all plans within the project. 
    • Run on Active Plan Only: The auto-count will only be run on the plan that is currently selected.
    • Manually Select Plans to Run On: The auto-count will be run on only the plans that you select. If using this option, mark the checkboxes next to the plans you want to include.
11. Click Run Auto-Count. 
12. Symbol matches and possible matches are displayed for verification. Review the selections:
    • In the 'Matches' section, check to see if all the symbols match. If not, click on the match to deselect the symbol.
    • In the 'Possible Matches' section, check to see if any other symbols match the selected one.
    • If you want to clear or select all selections in the Matches or Possible Matches sections, click Clear Selection or Select All.
13. When you are finished reviewing the auto-count results, click Save & Close.
    The selected symbols will be marked and counted. The counted number of materials will appear under the takeoff name.​​​​​​

See Also

• Add Takeoffs
• Set the Drawing Scale for Takeoffs