Custom formulas

Custom Formulas allow you create a custom mathematical calculation for your quantity output within each classification.

The Custom Formula feature allows users to perform tailored calculations on classified quantities, enhancing the efficiency of estimates across various trades. Accessible through the 'Edit' menu for classifications, it provides greater flexibility in managing and computing your quantities.

How to setup a Custom Formula:

  1. Either create a new classification or right-click on an existing classification and choose "Edit" from the menu.
  2. In the classification menu, choose "Custom Formula" from the dropdown in the "Output Quantity" column.
  3. Input your custom mathematical formula. The interface for the custom formula field is designed to resemble the familiar formula entry process found in Excel.
    1. Start by entering the "=" symbol.
    2. You can create a formula using any numerical value you choose, or you can incorporate one of the default quantity outputs generated by our system. You have the option to utilize quantities calculated from other output sources (for example, Quantity 1) to enhance the calculations you require.
    3. The input formula should be logically structured. It can use the following symbols:
      1. Parentheses = ()  (parenthesis symbols)
      2. Exponents = 
      3. Multiplication = * (asterix symbol)
      4. Division = /   (backslash symbol)
      5. Addition = +    (plus symbol)
      6. Subtraction = -    (minus symbol)


    4. Once you have entered your formula, you can specify your custom unit of measurement in the cell following the formula.

  4. The system will automatically apply your defined calculations whenever you perform a manual takeoff or reclassify the AI takeoff. This ensures that you receive the customized output based on your established formula, streamlining your workflow. 

    You will see the data populating in the Quantity panel, and it will also be accessible in the Export Tab, allowing you to easily export the information to Excel.

 

Tips:

  • By saving these classifications along with their custom formulas to your library, you can conveniently retrieve and utilize them in future projects.
  • You can incorporate a variety of default quantity outputs and classification properties into each custom formula to enhance your calculations.