Memo 44 – Formatting Required for MTOs (Checklist for Material Take Offs)

Full check list is available here. Please supply checklist with every take off report you complete.

  • Please provide two MTO reports:

(a) Full Material List

(b) The second: Excel – Material List – which shows all sub-totals.

(c) IFC file.

(d) db1 file

(e) and if applicable, your .dwg line work file.

  1. Where to save the .xls.rpt files? Ssave it to the appropriate file in your Tekla Program directory. In my computer it is here: C:\Users\All Users\Trimble\Tekla Structures\2023.0\Environments\Australasia\General\common_reports

You’ll have to go into the file and add/edit fields if applicable.

Please make sure that you do not double count “sub-totals” in the sub-total report otherwise you will get an incorrect tonnage report.

  • Read the report: (i) is there anything with a zero weight?

If so, you have probably used the wrong “material” or grade. Is there anything obvious?

  • I want the files format in .xlsx (if possible)

Why? Because when the client opens up .xls files they complain about some error. If you are using LibreDocs then please open your .xls file and save as .xlsx:

If you are using Excel, the please open Excel and save the file as .xlsx (one with and without.with an ‘x’ on the end of it).

Are you using Open Office or LibreOffice?

If I’m dealing with 10 projects then I have to coordinate 20 different emails. NO. I want them all together.

Separate Areas – Do Separate Reports

  • e.g. You may have a main building, and a bike shed near the building – combine them into separate reports, so that fabricators can quote for them separately.

Provide Screenshots

  • to make it easy for your clients.

Bridging Report

  • I need separate bridging report.
  • Include the bridging in the “overall” report.

On Refurbishment Jobs – make special notes

  • These jobs are extra complicated, require a great deal of coordination (plus site measurements). Make special note of the difficulties inherent in such jobs:

Respect Care - Avonlea

Special notes to your client who is quoting.

(This was for Respect Care Avonlea). Note: they want the EXISTING steel frames to have rust removed and recoated. Make such items clear for the person quoting – that this is to be in or out of scope.

Check architectural and sturctural drawings and note discrepancies

  • Sometimes architecturals and structurals don’t match. They might miss steel e.g. frames.

Check The Notes for Steel and / or other extra items items

e.g. see below – we need steel grating over EAs. Please make sure you don’t miss such notes.

  • Not all steel is drawn with a line. Some steel is contained in a note. See example on Mt Atkinson structural drawings (page 13).
  • When doing take-offs and marking pdfs – make sure to mark the pdf so that the reviewer can see that you have accounted for the steel in the markup.

Please quantify the exclusions in your report to give some basic idea on what the client needs to price. Please tell the client that your numbers are rough estimates and the client should verify independently – because we are not actually modelling those items.

Add In Finish on Beams

MTO STEEL FINISHES – this is a part of take-off:

  1. Primer only
  2. Painted ( usually only for metal works ) we do not do Metal works mto
  3. Fire rated (Intumiscent or Vermicular)

These finishes must go on the member finishes

  1. Also when taking the snap shot, Each finish must have different color. There is already a method to render with steel finishes
  2. Different colors must be present on IFC files.

If in doubt – ask.

How to do bridging / purlin reports

Add Status For quote:

  • Type in the quote number to get to the material_take_off page.
  • Add in the ETA date.

Invoicing:

  • When you finish a job – I need to create a “variation” with hours 0.
  • In the “description” add in the following: (I) tonnage, and (ii) a google drive link to where your MTO reports are. This is for invoicing purposes – so the client can check our reports, and whether the details are correct.
  • Mark it as “IFA” or ready to invoice.

Example of what to write on the “variation” on the MTO:

  • 27.3 Tonnes
  • Proof: Link-to-google-drive

Code via .dwg file

The source code + documentation is located here. (Sorry only accessible to Tek1).

We will be regularly updating the code, and documenting how we do material take offs.


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