User Tools


Plan Scan


Add / Edit Item

Units Of Measure: Area, Roof Area, Vertical Area, Count, Count (with Length), Length, Length (with Heights), Volume, Text Box.

NOTE: Some instructions & field meanings below will not be applicable for Plan Scan (Stand Alone). E.g. Item Links and Send to Quote are used for linking and sending quantities to the SoloAssist estimating software.

The Plan Scan Add Item allows you to setup links from Plan Scan to Items in your Quote. You can setup multiple Item links that send to multiple locations throughout your quote from a single Quantity Take-off. Setting up and understanding the Plan Scan Item links will save you lots of time in the future.

Item NameThis is the name of the Item your wanting to measure or use.
Edit NameThis button allows you to change the Name of the Item.
CategoryThis is the Category of your Item. This helps to group items together of the same or similar type of works. All your Items will list under Category's in Plan Scan for easy search.
Edit CategoryThis button allows you to change the name of the Category.
AbbreviationThis field allows you to add an Abbreviation that will show on the area once measured.
Show AbbreviationThis tick box allows you to turn the Abbreviation On/Off.
HatchHere you can select your Hatch or Line Type for this Item.
ColourHere you can select the Colour of the Items Hatch or Line Type.
Show LengthsTicking this box allows you to see the measurement between each point plotted for this Item on the plan.
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Add Item LinkThis button allows you to setup Item Links from Plan Scan to the Items in your quote. You can add multiple Links that send your quantity's to multiple locations in your quote. This helps you quote faster!
Edit Item LinkThis button allows you to Edit an Item Link.
Delete Item LinkThis button allows you to Delete an Item Link.
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IncludeSelecting the (green tick) for an Item Link, allows the Item to be sent into the quote.
ExcludeSelecting the (red cross) for an Item Link, excludes the Item from being sent into the quote.
Override Existing QTYSelecting the (black override symbol) for an Item Link, allows the Send To quantity to override the existing quantity of that Item QTY Existing already in the quote.
Deduct from QuoteSelecting the (red minus symbol) for an Item Link, allows this Item to be sent into the quote as a deduction / negative value.
Send ToThis is the work view (Tab) in the quote the Quantity is setup to Send To.
GroupThis is the Work Group of the work view (Tab) in the quote the Quantity is setup to Send To.
ItemThis is the Item of the Work Group of the work view (Tab) in the quote the Quantity is setup to Send To.
UnitThis is the Unit of the Item Links Item in the quote.
Up/Down Arrows (Blue)These arrows allow you to move Item Links Up & Down for re-ordering.
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Default Item ( Save )The Save button allows you to Save all current changes to this Item as your future Default for this Item.
Default Item ( Delete )The Delete button allows you to Delete this Item from your database.
Default Item

Add to Quote List
Ticking this box will add this Item to your Default Quote List. You can access the Default Quote List from right clicking on a plan then selecting Setup Quote List. Plan Scan allows you to setup a Default Quote List of items to speedup getting started with your quantity take-offs.


Send Plan Scan QTY This option is to send the Plan Scan QTY takeoff only.
Allocate a Defined Size This option allows you to allocate a defined Area (m2) or Length (mm) to send with your Plan Scan QTY Takeoff to allow for or deduct from items in your quote. E.g A count of 7 windows @ 2.1 = Plan Scan count of 7 with an allocated length of 2.1 (Lm). You can allocate an Area to include or deduct from other items in the quote as well. Allocating a Defined Size is only available in Count and Count (with Length) Item setup.

This is popular to be used for External Window and Door Item Count setups. Because you can deduct defined areas of Cladding, Plasterboard, Painting and at the same time add a Timber and Brick Lintel in if required. For Standard Build homes this is by far the quickest way of quoting.
Include This Include () symbol means this item will be sent into the quote.
Exclude The Exclude () symbol means this item will not be sent into the quote.
Override Existing QTY The Override Existing QTY () symbol means this items QTY will Override the Existing QTY in the quote of the send to Item in the quote.
Deduct from Quote The Deduct from Quote () symbol means that the Send QTY will be sent as a negative deduction.
Send To Select the work view your wanting to Send to. E.g: Cost Schedule, Timber List, Job Specifications.
Group Select the Work Group in the work view (Tab) your wanting to Send To.
Item Select the Item of the Work Group previously selected your wanting to Send your quantity to.
Send Unit The Send Unit has to match with the Unit of measure being Sent. If it does not match, it will not let you setup the link.
Size
(QTY Calculator)
This option will only activate if the Item you previously selected has been setup in a QTY Calculator Item on the Cost Schedule.

See Cost Schedule Items to learn more ►

User Tips

Item Link Units You can only link item from Plan Scan to Items in your quote with the same unit of measure.
Send ► m2 to m2
Send ► Lm to Lm
Send ► m3 to m3
Send ► Count to each
RED Font If an Item link is showing in RED font, it means the Item link has either been broken or setup incomplete. This normally happens due to changes being made in the Cost Schedule or Timber List that link back to an existing Item Link in Plan Scan.
Plan Scan will not allow you to continue without disabling it with a Red Cross or Editing it so its setup correctly or Deleting the Item Link.
Duplicate Item Links Duplicate Item Links can be setup for items that require the same QTY sent to the quote more than once. E.g. A double layer of Fabric Mesh in a Concrete Slab or Cornice and Skirting for both sides of a wall.
Just tick () or Cross () the Items required to complete your quantity Takeoff.



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