35-2 EPlan Takeoff Tutorial--Commercial

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35-2ePlan Takeoff Tutorial--CommercialePlan Takeoff Tutorial--CommercialA RoofLogic Digitizer license upgrades RoofCAD so that you have theability to digitize paper plans, electronic plans and satellite images.This tutorial is an introduction to how to digitize an ePlan (electronic plan).From the electronic plan you will create a drawing and produce takeoffquantities. For complete instructions on how to work with RoofCAD youneed to read the other sections in the user Guide, especially Section 25, BasicFlat Roof Tutorial and Section 30, Digitizing with RoofCAD.This tutorial will work for both people who own and do not own a Digitizerlicense. Just keep in mind, however, it was written from the perspective ofsomeone who does not own a Digitizer license. The trial version of Digitizerhas certain restrictions which we will point out along the way.For best results we recommend using a large format monitor. Large formatmonitors have come way down in price in recent years. Some of ourcustomers are using monitors as large as 34 inches.So let’s see how this thing works.Acquire the ePlan FileePlans can be acquired from many sources including plan rooms, architects,general contractors and services like iSquare Foot or Dodge McGraw Hill.Each ePlan is a file. Usually the file is a .TIF file. RoofCAD is able, however,to handle most popular graphic file formats.If your ePlans are in PDF format you will need to use a third partydocument converter to extract the ePlan out of the PDF and get it in .TIFformat.Hint:We have had good results with a product called Universal DocumentConverter. It installs a printer driver on your system. To extract an ePlanout of a PDF, first open the PDF and go to the page that has the ePlan.Next print that page to the Universal Document Converter printer. To getthis product go to: http://www.print-driver.com/ .Load the ePlanTrial Version Restriction: You can only load the sample ePlans that camewith RoofCAD.1. From the menu choose File New Empty. An empty page appears.2. Choose the Digitizer/Satellite Trial Load Eplan/Satellite Image menuoption.

ePlan Takeoff Tutorial--Commercial3. Navigate to the RoofCAD Eplans folder and open the “Sample ePlanCommercial.tiff” file. The image is now displayed on the drawing page.Simple Navigation SkillsIn order to work effectively with the drawing you need to learn 3 simpleskills.Zoom In/OutBy far the easiest way to zoom in and out on the image is to use the wheelon your mouse. Rolling the wheel towards you zooms you in. Rolling itaway zooms you out. Give it a try!One important thing to know is that the system orients itself based on yourmouse pointer location. If you want to zoom in on an object, keep yourmouse pointer on it as you roll the wheel. This takes a little practice but youwill quickly get used to it.If you get into trouble press F on your keyboard to reset the zoom level tofull page view.Mouse WheelZooms you in and out.35-3

35-4ePlan Takeoff Tutorial--CommercialPanWhile zoomed in you will want to pan around the image. This workssomewhat like a PDF document. To pan, simply hold down the P key onyour keyboard and you will notice the cursor turns into a hand symbol.With the P button held down, press and hold down your mouse button. Youcan now move your mouse to pan the page. When you’re done release the Pkey and the mouse button.PHold down to pan.Fit to WindowAs mentioned above pressing the F key on your keyboard will reset thezoom level to full page view.FResets zoom level to full page view.RefreshAs you pan, zoom and draw the screen may get a little messy with falselines. Just hit F5 at anytime to clean them up.F5Refreshes the screen.Large Cross HairThe normal RoofCAD drawing cursors display a small cross hair. Turningon the large cross hair expands the lines of the cross hair to stretch edge toedge on the screen. This is really useful when drawing roof outlines becausethe longer cross hair line is easier to line up over a wall.For most other drawing operations you will probably want the large crosshair off because it tends to get in the way and can sometimes leave falselines on the screen. If you get false lines, use F5 to clear them up.To turn the large cross hair on and off press the C key on your keyboard.Try it now!CTurns large Crosshair on and off.Ortho ModeOrtho mode is extremely useful because it keeps the lines you draw straight,so you don’t have to.Ortho Mode locks your lines to predefined angles, thus making it easier tokeep lines straight. RoofCAD ships with the Ortho angle set to 15-degreeincrements. Our experience has shown that most buildings have anglesdivisible by 15 degrees, so you should be able to keep Ortho on much of thetime.

ePlan Takeoff Tutorial--CommercialIf the system won’t let you draw a line at the angle you want, simply turnOrtho off, draw the line then turn it on again.When Ortho Mode is on, the ORTH button on the status line is depressed.You can click this button to turn Ortho on or off. Pressing the "O" key on thekeyboard also toggles Ortho Mode on and off.OTurns Ortho mode on and off.Those are the core tools you need to know to start drawing with satelliteimages.Align the ImageThis step will help you square the building to the drawing page. MostePlans will be square already but for those that are not do this.1. If Ortho mode is on, turn it off. To do this, press the O key on yourkeyboard.2. From the menu choose Digitizer Satellite Trial Align Eplan. A messageappears.3. Click OK.4. Now find a line that should run parallel to the bottom of the page. Clickyour mouse at the start and the end point of the line, similar to what wehave done in the next image.Hint:If you are having trouble positioning the mouse exactly on the line, usethe arrow keys on your keyboard. They are much more accurate. Be sureGrid Snap is off for best results. Press G on your keyboard. Grid Snap isoff when the GRID button at the bottom of the screen is not pushed in.35-5

35-6ePlan Takeoff Tutorial--CommercialYour image is now square with the page.Hint:As shown in our image it can help to zoom in.You can do a quick check to see how square your drawing is with the page,by turning on the large crosshair.The large cross hair is turned on by pressing the C key on your keyboard orclicking the CROSS button at the bottom of the page.Now hover your mouse over the horizontal and vertical perimeter walls ofthe roof. The red crosshair line should run right along the wall. If it isskewed, run the Align ePlan option again. Having the image square to thepage makes it much, much easier to draw.CTurns the large crosshair on and off.Set ScaleTrial Version Restriction: You cannot enter a scale. You can only use thepreset scale provided by RoofCAD.There are two ways to set scale. Enter the scale indicated on the drawing orCalibrate a scale.A 1/8" 1' scale would be entered as 1/8. A 3/32" 1' scale is entered as 3/32.

ePlan Takeoff Tutorial--CommercialHint:RoofCAD thinks of Imperial (English) scales in terms of 1" on thedrawing being equal to so many feet on the ground. A 1/8" scale meansthat 1 inch is equal to 8 feet on the ground. A 1/16" scale means 1 inchequals 16 feet on the ground. A scale like 3/32" is a bit of an exception inthat instead of “1 inch equals”, this scale is expressed as “3 inchesequals”. This doesn't matter to RoofCAD. Just input this scale as 3/32.Engineering scales are easy because they are pretty much alwaysexpressed as 1" something. For instructions on how to handle Metricscales , see Section 14, Digitizer Scale.Once you have set a scale you should always verify it by measuring aknown dimension on the drawing. If RoofCAD calculates a length differentthan the dimension you will need to use Calibrate scale to come up with thereal scale.The trial version only lets you calibrate, so we will do that now. To calibratea scale RoofCAD needs to know the length of something on the image. Adimension line is usually the easiest. Find the longest one you can. There areno dimensions on our plan so we will use a wall instead.1. From the menu choose Digitizer/Satellite Trial Set Eplan Scale. The SetEplan Scale window appears.This is where you type in the length of one of the perimeter walls. In thetrial version you cannot type in the length.Now you will tell RoofCAD which wall is 28' long.35-7

35-8ePlan Takeoff Tutorial--Commercial1. Don't click the drawing or you will start the drawing process. You firstneed to set focus to the main program window. The easiest way is toclick anywhere in the title bar of the RoofCAD window. It looks likethis.2. Now zoom in a bit on the wall. If you have trouble, use the pan tool. Ifyou get all messed up, hit F on the keyboard and try again.3. Click the mouse at one end of the wall.4. Now click the other end of the wall.You will end up with a red line that looks like this.

ePlan Takeoff Tutorial--Commercial5. Now click the OK button on the Set Eplan Scale window. The scale hasnow been established.Draw the Roof Outlines.1. Click the SO button on the left hand tool bar. The Smart Object Browserwill appear.The Smart Object Browser button.Usually it is best to position the Smart Object Brower in the upper right ofthe window. This will keep it out of the way. You can also resize the SmartObject browser. Making it taller is helpful.2. Expand the ***Flat Roof*** node and click the Flat Roof (Dig) smartobject. It prompts you for a roof name; click OK to accept the default.We are now ready to draw the upper right roof outline. However, let’smake life easier by turning on the large Crosshair and making sure GridSnap is off.3. Press the C key on your keyboard. This turns on the large cross hair,which makes it easier to line things up.CTurns large Crosshair on and off.4. Press G on your keyboard until Grid Snap is off.35-9

35-10ePlan Takeoff Tutorial--CommercialGrid snap forces your cursor to “snap” to 1 foot increments. When GridSnap is off, the GRID button at the bottom of the screen is NOT pushed in.GTurns grid snap on and off.It will also help if Ortho Mode is on. Ortho mode keeps your lines straightso you don’t have to.When Ortho Mode is on, the ORTH button on the status line is depressed.Pressing the "O" key on the keyboard toggles Ortho Mode on and off.5. Make sure the ORTH button is pressed in now.OTurns Ortho mode on and off.6. Press F on your keyboard to reset the zoom level.7. Now zoom in as show below.8. Click your mouse on the corner shown in the below image.9. Now click the next 3 corners. Your screen will look like this:

ePlan Takeoff Tutorial--CommercialHint:Notice that we are drawing the inside corners. You can draw outsidecorners if you prefer.10. Now pan over to the right and click the other end of the horizontal wall.Hold down the P key on your keyboard and drag the image. Release theP key when you are done panning. Next finish clicking the rest of thecorners, working counter clockwise.Hint:If at any time you want to start over, press Esc on your keyboard.The screen will get “messy”. When it does, press F5 on your keyboard toclear it up.If you ever need to undo a mistake, press the Backspace key and the lastpoint you clicked will be undone.If you have trouble positioning the mouse, use the keyboard. You candraw by moving the mouse with the arrow keys. Pressing the space bar isthe same as clicking the mouse.11. Once you have made it all the way around the roof, right click to finish.Your screen should now look like this.35-11

35-12ePlan Takeoff Tutorial--Commercial12. Click the TO button on the top button bar. The Takeoff record isdisplayed.Opens and closes the Takeoff Record.The Takeoff Record is a summary of all your takeoff quantities.13. Close the takeoff record.14. Now draw the other flat roof by clicking all its corners.

ePlan Takeoff Tutorial--Commercial15. Right click to finish the other roof.You now have two roofs drawn. Their areas are on the Takeoff Record.Add DimensionsYou can add dimensions at any time to your roof outlines.1. Choose the dimensions tool from the left hand toolbar.The Dimension Tool.2. To add a dimension to a wall, click the wall. This highlights the wall.3, Now click on the inside or outside of the wall and the system will placethe dimension line where you clicked.Feel free to add as many dimension lines as you like.Move the Roof LabelsZoom in on the Roof A label and let’s move it.1. On the left hand toolbar click the pointer tool.The pointer tool.35-13

35-14ePlan Takeoff Tutorial--Commercial1. Now click the tip of the cursor on the Roof A label. The text becomesselected.2. Now drag the Roof A label off of Roof B. Find a spot on Roof A where itwill not be in the way and drop it there.3. Press Esc on the keyboard to deselect the roof label.That’s how you move things in RoofCAD.Define the Perimeter WallsThe next step is to identify the perimeter walls. For the most part we willnow focus in on Roof A and let you practice on your own on Roof B.The outer walls of Roof A are 24” high, 12” wide parapets. We will nowdefine those walls.1. From the left hand tool bar click the pointer tool.2. In the Smart Object Browser expand the Perimeter section. It looks likethe following image.We have supplied the common perimeter wall definitions (Smart Objects)with RoofCAD. However you can change, delete or add to these with theSmart Object Editor. (If you’re curious, see Section 20, The Smart ObjectEditor, in your RoofCAD manual.)Get ready to use the Pointer tool.1. The next step is to select a wall. Click on the Pointer tool button on theleft side tool bar.

ePlan Takeoff Tutorial--Commercial2. Then, with the mouse, position the tip of the pointer, directly on the 38’wall indicated in the following image. Click and the wall will turnmagenta in color.Hint:If all the walls become selected (magenta in color), instead of just the 95foot wall, then you didn’t have the tip of the cursor right on the wall. Tocorrect this, press Esc to deselect and try again, this time putting the tip ofthe arrow right on the wall.1. Now select the other four outer walls of Roof A in the same manner.2. In the Smart Object Browser click Parapet 24”. The Properties dialogappears.3. Click OK to accept the defaults.RoofCAD now knows this wall is a 24" Parapet that is 1’ wide. It has alsoapplied a double line to that wall.4. Let’s also add an 18" Metal Coping. Expand the Terminations section ofthe Smart Object Browser and click ' Coping. The properties windowappears.5. Enter 1.6 for an 18" stretch out and Click the OK button.Hint:You can also type .18, which to RoofCAD is 18” not .18 of a foot. Yourdrawing must be set to accept feet and inch input for this to work.35-15

35-16ePlan Takeoff Tutorial--Commercial6. Now press Esc to deselect the walls. The walls will now be black. Thistells you that a perimeter object has been applied.Hint:Right clicking the mouse on the drawing will also deselect everything.Take a quick look at the Takeoff Record to see what we have accomplishedso far. Click the Takeoff Record button.The Takeoff Record button.Notice Parapet 24” and 1’6” Coping are now listed under Roof A with theirassociated quantities.Close the Takeoff Record.Hint:You can tell which walls are left to do because they will be red until aSmart Object is applied to them.1. Now, with the pointer tool, select the inner walls of Roof A.2. Let’s say Roof A is a lower roof. So you have to flash to a wall in thiscase. In the Smart Object Browser choose Wall 18”. Notice how you arenot prompted to enter anything. That is because the Wall Smart Objectsonly have a height property and that has been preset.3. Press Esc to deselectAdd Roof Top ObjectsCurbsOn our sample ePlan there are curbs on Roof A. Let’s draw them.1. First we will now determine the size of the curb indicated in the nextimage. Make sure you have the pointer tool. Now position your mouseon the upper left corner of the curb.2. Press F2. Notice in the lower right corner of the RoofCAD window, theX,Y readout is 0,0.3. Now move your mouse to the lower right corner of the curb. Use thekeyboard arrow keys if you want to be really precise. The X,Y readoutnow shows your curb size 4x8.4, In the Smart Object Browser, expand the Curbs & Sleepers section.5. Click on Curb. The system prompts you for the dimensions. Enter 4 forthe length and 8 for the width. Leave Height at 1'6". This is the flashingheight.6. Click OK.

ePlan Takeoff Tutorial--Commercial7. Zoom in on the curb and hover (don’t click yet) your mouse over thecurb. This is another way to see if you have the right size. You can seethat the ghosted outline fits perfectly.8. Align the curb and click the mouse.9. If you have other curbs of the same size you can now click on each ofthem.Hint:On Roof B there is a 4x8 curb but it is rotated 90 degrees from the one wejust did. The way to handle that one is to enter it as 8x4, instead of 4x8.There is another way to handle curbs but it does not put a nice curb symbolon the page.1. In the Smart Object Browser click Curb again.2. Click OK to close the Properties window.At the bottom of the Smart Object Browser there is a Drawing Tool list.35-17

35-18ePlan Takeoff Tutorial--Commercial3. Click the list and choose rectangle tool. The properties window appears.It asks you for only height. This is because you will draw the length andwidth.4. Click OK.5. On the drawing find another curb and click the upper left corner thenthe lower right.You have now added a curb but without the fancy symbol. Let’s see onemore example. On Roof B there are curbs that are not rectangles. We callthese custom curbs. See the next image.1.2.3.4.Click the Drawing Tool list again in the Smart Object Browser.This time choose Polygon. If you are prompted for the height click OK.Click once on every corner of the custom curb.Right click to finish.See how that works?

ePlan Takeoff Tutorial--CommercialDrainsOn Roof A we have some drains so let’s add them.1. In the Smart Object Browser expand the Drainage section and click onDrain (New). The properties window appears.2. Click OK to accept the default diameter.3. As in the next image click, on each of the drains.35-19

35-20ePlan Takeoff Tutorial--CommercialScuppers, stacks and the other count items are added the same way.WalkwayAnother item on this roof is the walkway. There are three ways to enterwalkway. You can add individual walkway pads, you can add a linear runof walkway and you can add an area of walkway.A linear run of walkway is what we have in the drawing, so let’s draw it.1. In the Smart Object Browser expand the Misc section.2. Click on Walkway. The properties window appears.3. These walkpads are 1’8” square so enter 1.8 for length and width. Leavethe spacing at 3” and click ok.Hint:Feet and inch input is the default setting for RoofCAD drawings. This canbe verified in the Options Drawing Settings window. When in this mode1.8 means 1’8” not 1.8 feet.3” would be entered as .3.1. On the drawing pick a starting point and click.2. Now click at every point where the walkway turns.3. Right click the mouse to finish drawing a line.

ePlan Takeoff Tutorial--CommercialDon’t backtrack over a line you have already drawn or you will double thequantity. Instead finish the line you are drawing and start a new one.In the below image we ended up having to draw three lines.Hint:If you make a mistake and want to delete something, select the objectwith the pointer tool and press the Delete key on your keyboard.Adding an area of walkpads is done by switching to the rectangle orpolygon tool and drawing an area.Individual walkpads are drawn by choosing the Walkpad Smart Object andclick once for each walkpad on the drawing.CricketsAnother prominent feature of this drawing is the crickets. So let’s drawthem. We will use the crickets on Roof B for this example.1. In the Misc section of the Smart Object Browser click Crickets.The key to drawing Crickets is to think of them as mini roof areas. In thefollowing image the crickets cannot be draw as one area. They actually endup as three separate areas.35-21

35-22ePlan Takeoff Tutorial--Commercial2. Click on all the corners of the cricket area shown in the next image.3. Right click to finish.We’ll let you draw the middle and upper areas on your own.Draw the Pitched RoofsWe will now give you a brief explanation of how to draw the metal roofs onthis drawing. A more extensive explanation of drawing pitched roofs can befound in Section 36, ePlan Takeoff Tutorial--Residential.Many of the tools we will have you to use have already been explainedearlier in this tutorial, so we will not explain them here.We will use the upper metal roof as our example.

ePlan Takeoff Tutorial--CommercialDraw the Roof Outline1. In the Smart Object Browser expand the ***Pitched Roof*** section.2. Click the Pitched Roof (Dig) Smart Object. The properties windowappears.3. Click OK.4. Make sure Ortho mode and the large Crosshair are on and click all fourcorners of the roof outline.5. Right Click to finish.Define the PerimeterIn this case the perimeter is entirely Eave with gutter.1.2.3.4.With the Pointer tool select all the walls of the outline.In the Smart Object Browser expand the Pitched Perimeter section.Click Eave with Gutter. The properties window appears.Set the pitch to 6, leave overhang and height at 0. Click OK.Draw the Hips & Ridge1. In the Smart Object Browser click Hip (Dig). The properties windowappears.2. Set the pitch to 6 and click OK.3. Click the start point of a hip at one of the corners of the roof outline.35-23

35-24ePlan Takeoff Tutorial--Commercial4.5.6.7.Click the end point where the hip meets the ridge.Repeat for the other hips.In the Smart Object Browser click Ridge.Click the start and end point of the ridge.Draw the Roof PlanesRoof planes are what generate the square footage of the roof. There are twoways to draw roof planes.1. When there are roof planes of different pitches or the roof is broken upin any way, you need to draw each roof plane individually. For exampleif there was a flat roof or an opening in the middle of the pitched roof,you must use this method.2. If, like our roof, the pitch of every roof plan is the same and the roof isunbroken in any way, you can select the roof outline and click Roofplane.We will use Method 2 here.1. Get the pointer tool.2. Select the roof outline. To do this click the pointer tool near but not righton one of the perimeter lines of the outline. If you did it correctly everyperimeter line is now the magenta color. If you missed, hit Esc on thekeyboard and try again.Hint:You must also not be closer to another object like a dimension line, hip orvalley. RoofCAD selects whatever it is closest to.3. In the Smart Object Browser click Roof Plane (Dig) in the ***PitchedRoof*** section. The properties window appears.4. Set the Pitch to 6 and click OK.5. Press Esc on the keyboard to deselect the outline. That’s it!6. Open the Takeoff Record and you will see the area for the roof on theRoof Plane line.

ePlan Takeoff Tutorial--CommercialHint:We HIGHLY recommend you read Section 31; Advanced Pitched RoofTopics. It will explain how to identify pitched roof sections. In thistutorial we only drew one of the pitched roofs, but you will need tounderstand how to handle multiple pitched roof sections.Our Drawing is CompleteThere are many other flat and pitched roof objects you can draw. Wesuggest you go through all the other tutorials in the manual to see howeverything is done. Before we print let’s do a few more things.Click the Takeoff Record button to see the quantities that have beengenerated so far.Opens and closes the Takeoff Record.RescaleIf you discover you have digitized the ePlan at the wrong scale you can useour rescale feature to fix it. The rescale feature corrects every line on thedrawing and recalculates all quantities.You can’t do this in the trial version but here is how it would work. To usethe feature choose Digitize/Satellite Trial Rescale from the menu. Then youenter the correct scale and click OK.Change the Color of your DimensionsIf your dimensions are red and you want to change them to black (or anycolor), do this.1. With the pointer tool select all the dimensions.2. Click the color pallet button at the bottom of the window as show in thenext image.35-25

35-26ePlan Takeoff Tutorial--Commercial3. Choose a color.4. Press Esc on your keyboard. The dimensions are now the new color.Apply a TemplateNow we’re almost done. You can make your drawing complete by applyinga template.1. First hide the ePlan image by choosing Digitizer/Satellite Trial HideePlan from the menu.Hint:If you delete or move the ePlan on your computer you will not be able toshow it again. You will have to use the Load ePlan option instead.2. Now, from the menu choose File Apply Template. Navigate to theRoofCAD\Templates folder. The system displays the availabletemplates.3. Select the T11x17L.rcg template and click Open.

ePlan Takeoff Tutorial--CommercialApplying a template means choosing a paper size, in this case 11x17, andadding a legend to your drawing.The legend and title block can be customized for your company. Forexample you will want to get your company name or logo on everytemplate.To improve the look of your drawing you will probably need to change thedrawing scale and center the roofs on the page.Center Drawing on Page1. From the menu choose Edit Select Layer.2. Drag the roofs to the center of the page so that it looks right.Hint:You can also select by choosing the pointer tool, then drawing a rectanglearound everything you want selected. If you make a mistake hit Esc andtry again.Change Scale1. From the menu Choose Options Drawing Settings.2. In the Scale area change the feet side of the scale.Hint:A higher number decreases the size of your roofs on the page and a lowernumber does the opposite.Print the Drawing and Takeoff RecordNow let’s print.Note: Printing is not allowed in the free trial version.PrintBefore you print, you need to decide whether to leave the ePlan image onthe drawing or not. To hide it choose the menu option Digitizer/SatelliteTrial Hide Eplan.Now all you have to do is click the print button or choose File Print PrintDrawing.Now print the Takeoff Record by choosing File Print Print Takeoff Record.You’re done!This completes our tour, for more information or a live presentation overthe Internet please call us at (416) 778-084335-27

35-2 ePlan Takeoff Tutorial--Commercial ePlan Takeoff Tutorial--Commercial A RoofLogic Digitizer license upgrades RoofCAD so that you have the ability to digitize paper plans, electronic plans and satellite images. This tutorial is an introduction to how to digitize an ePlan (electronic plan).

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