How to add a plan

Created by Emily A, Modified on Tue, 30 Dec, 2025 at 2:29 PM by Emily A

Adding a plan is the starting point of your 2D Takeoff workflow.

Steps to Add a Plan

  1. Navigate to 2D Takeoff from the menu.

  2. Click Add Plan.

  3. Enter a Plan Name.

  4. Upload your 2D PDF plan (up to 3 PDFs, max 5 MB each).

  5. Click Start Takeoff.

If you uploaded the wrong file, you can delete it before starting and re-upload the correct plan.

Once started, you’ll be redirected to the Edit Plan screen.


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