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How do I create a project?

Learn how to create a new project in TakeCost by uploading drawings from Take-offs or starting from Opportunities.

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Written by TakeCost
Updated over a month ago

Option 1: Create a project from Take-offs

  • Go to Take-offs in the left-hand menu

  • Click Upload Drawings (top-right)

  • Enter your project name or address

  • Upload your drawing files

  • Click Continue to Takeoff

πŸ“Œ Your project is automatically created once you upload drawings

Option 2: Create a project from Opportunities

  • Go to Opportunities

  • Click + New Opportunity

  • Enter your project details

  • Upload drawings (optional) or track without drawings

  • Click Continue to Takeoff

πŸ“Œ This is useful if you want to track jobs before starting takeoffs

Summary

  • Create projects by uploading drawings in Take-offs

  • Or start from Opportunities for job tracking

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