Organizing Window Counts and Takeoffs by Type and Size for Efficient Specification and Planning

Systematic Window Counting and Categorization for Accurate Takeoffs and Material Planning

Explore the systematic approach to conducting accurate counts of windows in different rooms, using the specific dimensions of each window type to categorize and count them. The article offers a step-by-step methodology that helps in a detailed visual review, allowing for precise and efficient counting.

Key Insights

  • The article details how to conduct a visual review of windows based on their types, mentioning specific types like 2D and 2V which are both 18 by 60 casements.
  • The process also involves the use of a count tool for each specific type of window, and the creation of count types for efficient counting. This is demonstrated with the example of 2L and 2F windows, both 16 by 50 casements.
  • As part of the methodology, the count is broken up for each window type and specification sections are added, like 0852 wood windows, ensuring accurate categorization of all windows in different rooms.

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Let's start doing some counts on our doors and our windows. So from our initial visual review, we know that we have some similar window types on the outside. So 2D and 2V, these were two of the skinnier, slimmer, taller window types.

So let's take a look at those two here. So 2D, that's going to be a casement that's 18 × 60. And then 2V is also going to be a casement that is 18 × 60.

Great. We have two of the same types of window here. So let's do a count on those.

We'll grab our count tool. We'll click up 2D and we'll click on 2V. And let's go over to the properties bar.

And those were 18 × 60 casement. We'll just say casement window 18 × 60. And again, we do not need a label on those.

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And let's make these into tools in case we need them here. So 08 is going to be our windows here. Let's go ahead and do 08-5210, wood windows.

So that is going to be our takeoff for those particular items. Now, if we want to go ahead and choose another takeoff type, we can go ahead and do that. Let's just change our cursor for a moment.

And all right, let's look at 2L and 2F. Those look to be some similar windows. Maybe we could look at 2H as well.

So 2L is a 16 × 50 casement. And then 2F is also a 16 × 50 casement. And the other one we said 2H, 2H is a 50 × 40.

So that's not going to fit here. But for 2L and 2F, we can do another count type takeoff here. So let's grab our count.

And let's grab 2L and 2F. And we can go ahead and change the subject of this one. So these are going to be 16 × 50.

We will say casement window 16 × 50. I already have that in a drop-down, but you can just type in casement 16 × 50. That's great.

And then the specification section, we will also add 0852 wood windows. We've taken off some of our windows here. Let's see what else we have.

2E and 2H, let's take a look at 2E. 2E is a big one, that's 50 × 40. Okay, great.

So let's click out of that takeoff that we were just in. And then let's grab a new count. If we were to just keep doing the takeoff, it would have just continued to use that 16 × 50 that we already had.

So for these counts, you do have to break it up by just clicking on the select or the pan or changing the cursor before you start a new count type. So 2E again is the 50 × 40 window. So let's click on 2E.

And then let's go ahead and change that one. And let us confirm, is that also a casement window? Yes, it is. We can call this a casement window 50 × 40.

All right. And then we will go ahead and just add the spec section here. We could make this into a tool, but I'm just going to do it this quicker way.

Let's get out of that count takeoff. And then let's look at 2H. I'm sorry, 2H.

Okay, great. So 2E and 2H are the same. So you know what? Let's just go ahead and copy 2E and go ahead and place it where 2H is.

Awesome. So yes, those are both the same type of window here. 2E and 2H, both 50 × 40.

Great. We've just counted up all of the windows in our guest room. And now let's crawl over to the music room and do some takeoffs here.

We can see that 2C and 2B appear to be the same type of window. And that's right. They are both 83 × 10.

So let's go ahead and do a count of those. 2C and 2B. And these are going to be casement 83 × 10.

Again, down in the specification section, wood windows. There we go. We've got our windows.

And that rounds out our window takeoffs for this lesson.

photo of Ed Wenz

Ed Wenz

Ed started Wenz Consulting after 35 years as a professional estimator. He continues to work on various projects while also dedicating time to teaching and training through Wenz Consulting and VDCI. Ed has over 10 years of experience in Sage Estimating Development and Digital Takeoff Systems and has an extensive background in Construction Software and Communications Technology. Ed enjoys spending his free time with his wife and grandchildren in San Diego.

  • Sage Estimating Certified Instructor
  • Construction Cost Estimating
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