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Applying Assemblies to Takeoffs

Using an assembly is very similar to using a standard classification. You import it into your project from the Library, select it, and perform a takeoff.

Step 1: Apply the Assembly to a Classification

  1. In the Quantities Panel, right-click the classification and select Edit to open the Edit Classification modal.

  2. Click the Assemblies tab and select the Assembly you want to apply (e.g., "Interior Partition - 4 7/8" - 9ft High"). You can apply more than one Assembly to the same classification.

  3. If the Assembly uses formulas based on properties like height, go to the Basic Properties tab and confirm the required value is entered.

Once applied, Togal.AI calculates materials and costs from your takeoff measurements. For full details, see Applying an Assembly to a Classification.

Step 2: Perform the Takeoff

  1. Select the Assembly: Click on the assembly name in your Quantities Panel to make it active

  2. Perform the Parent Takeoff: Use the appropriate takeoff tool (as defined when you created the assembly). For our wall example, you would use the Linear Takeoff tool

  3. Draw on the Plan: Trace the walls on your floor plan just as you would with a normal linear takeoff

Step 3: View the Results

This is where the magic happens.

•On the Drawing: You will only see the simple linear takeoff you drew.

•In the Quantities Panel: You will see the parent assembly with its total linear footage.

•In the Excel Export / Reports: When you export your quantities, the report will be “exploded.” It will show not only the parent linear takeoff but also a detailed list of all the calculated child items:

  • Interior Partition - 4 7/8”… 1,250 LF(Parent)

  • 5/8” Drywall Sheet: 22,500 SF(Child)

  • 3 5/8” Metal Stud: 940 EA(Child)

  • Top/Bottom Track: 2,500 LF(Child)

  • …and so on for every item in the assembly

By applying an assembly, you are performing a simple visual takeoff while simultaneously generating a detailed, multi-item bill of materials in the background.

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