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Navigate the Takeoff Workspace

11 views March 26, 2026

The Takeoff workspace is where you view plan sheets, set scale, and perform measurements. Understanding how to navigate this workspace helps you work efficiently and accurately during takeoff.

Key areas of the Takeoff workspace

The Takeoff workspace is made up of several key areas:

  • Plan canvas: Displays the active sheet where measurements are performed.
  • Sheets panel: Lists all sheets in the job and lets you switch between them.
  • Toolbars and controls: Provide access to measurement tools and actions.

Zoom and pan the plan

Zoom controls how closely you view the plan sheet. Zooming in allows for precise placement of points, while zooming out helps you see the overall context of a drawing. Zoom in or out using your mouse scroll wheel.

Pan lets you move across the plan sheet without changing the zoom level. This is useful for navigating large drawings. Pan by right-clicking and dragging across the sheet.

Switch between sheets

The Sheets panel provides access to all plan sheets in a job. It allows you to switch between sheets, manage sheet settings, and perform common actions such as scaling, renaming, and deleting sheets. Only one sheet can be active at a time.

To change which sheet is active:

  1. Locate the Sheets panel.
  2. Select a sheet name to open it.
  3. The selected sheet loads in the Takeoff workspace.

Use Snap and Ortho

Snap and Ortho help control how measurements are drawn. These options can be toggled on or off depending on your needs.

  • Snap: Automatically snaps to existing points or endpoints in the drawing.
  • Ortho: Constrains movement to fixed angles (such as 45-degree increments) for cleaner lines.

Navigation best practices

To work efficiently in the Takeoff workspace:

  • Zoom in before placing detailed measurements.
  • Use pan instead of zooming excessively.
  • Confirm the correct sheet is active before measuring.
  • Turn Snap and Ortho on or off based on the type of measurement you are creating.

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