Anxious to get started with STACK? Let's jump in! Watch for a quick overview of steps to take with your first project.

At the STACK sign in page you can access your existing projects from a list view and create a New Project by clicking on the New Project box.  You can also Search your projects from this view

To upload the new project into STACK, please enter the project name, select the bid date, and click Create and Launch (you can also fill out additional information for the project by clicking on "Show more option )

You can also select your Calendar view by clicking Calendar at the top left.  Accessing your calendar will give you the option to create a New Project or add and Event to the calendar

Once you have chosen to Create and Launch, select the plans on your computer by clicking Choose a Local File.  Once the file is selected, please click the Done button

The project will start to process.  Depending on the file size and internet speed, this can as little as a few seconds or as long as several minutes.

You can also upload using the tools on the left provided by some of our partners, such as Dropbox, Google Drive, OneDrive, etc.

If you need to add additional plans to a project, click Upload and repeat the process.

Once your plans are uploaded, finding the plans you need to measure can be tedious, especially on a large project. Luckily, STACK is here to help.  Sheet title or Keywords can be searched on any plan in the project.  

The search box is located in the upper left hand corner of the Plans menu.

When a project is uploaded, a scanning icon will appear in the upper left letting you know the plans are being scanned.  

When the scanning icon no longer appears, the plans are ready to be searched.

You can search by plan title or keywords on the plan pages.  The search results will show in separate columns.  One column for Title search results, and another for Content search results.

Simply click on a plan name to view the plan page, or click Exit Search to return to the Overview tab to view all the thumbnail plan images.

Tip#1:  Running autoname will provide a better experience when searching for plan Title.

Once you have located all of your most important plan pages STACK makes it very easy to organize and navigate your projects using folders.  By default, all plan pages will be automatically uploaded into the 'Plans' folder. Once that's complete, the process for creating additional folders, and drag and dropping plans into those folders, is super simple. 

First, let's start by creating a new folder.

In this example, we've created a folder for each of the divisions.  
TIP: You could also create a separate folder for addenda or the plans you will be taking measurements on.

Once you've created a new folder, you will see it in the plans tree as well as a quick access button in the overview tab. For versatility, we gave you a couple options for moving plans into folders

  • Option 1: You can drag and drop plans from the overview tab into folders in the plans tree, 
  • Option 2: Or you can drag plans from the overview tab to the quick access buttons in the overview tab.  
  • Option 3: You can even drag and drop an entire folder. 

Here is more information on drag and drop:

Drag and Drop Plans

Once plans are added to the folders, our users have the ability to quickly scroll to the folder on the 'Overview' tab.  You can do this two different ways:

  1.  To scroll from the 'Plans' tree, click the folder name and the 'Overview' tab will scroll to the location of the folder.  
  2.  To scroll to from the 'Overview tab', click the quick access button and the tab will scroll to the location of the folder. 

Once you have your plans organized you are ready to get started on your takeoffs.  When you find a plan to measure, click 'Takeoff' in the main navigation bar, then select 'New Takeoff'.

The takeoff name is what you are wanting to measure (e.g. 5/8" Type X Drywall). Once you've named your measurement, choose the corresponding measurement type from the drop down menu. More info on measurement types can be found here:

Measurement Types

You can optionally add a description, and/or over-ride the STACK chosen appearance color. Once all of your takeoff settings are complete, select 'Start Takeoff'. 

Move the mouse over to the plan page. Click once to start measuring, click once for each turn, and double click to finish.  You can continue to measure on the page (or other pages).  When finished, click 'End'.  You can create a new takeoff for your next measurement, or see your values in the Reports section.  You will want to create a New Takeoff for everything you want to measure in the project.  

Tips & Tricks Here are some best practices to follow when measuring:

Viewing plan pages
To zoom in and out you, use your mouse scroll wheel. If you hold down on the left button of your mouse, you can also drag your cursor to pull the screen around.

Once you have completed your takeoffs STACK offers many reports, and also the ability to tailor the grouping of your data.  Let's start with the basics.

In total, STACK offers 7 Reports.  3 reports for measurements, and 4 reports for materials.  Any of the reports can be grouped in various ways.  Start by clicking on the Reports in the upper menu.  The list of reports will be listed on the left side of the screen.  Click each one to access the report.  The report name will be listed at the top of each report. 

Summary of each report:

Takeoff Quantity Report:  Report focusing on the primary measurement type.

Takeoff Summary Report:  Report showing the primary measurements, along with any secondary measurements.

Geometry by Takeoff Report:  Report shows each individual geometry for each takeoff. 

The following reports are available if you use items and assemblies in STACK Pro:

Item List Report:  A material list for the project, without pricing.

Item Cost Report:  An unformatted material list for the project, with pricing.

Item Cost by Type Report:  A project wide report formatted by cost type.

Item Cost of takeoff Report:  A report showing materials and pricing for each takeoff in the project.  

Saving Reports:

Any report can be saved as many times as you like.  Changes to the project will not  effect any of the saved reports.  This is great for versioning or price changes. 

Viewing the Data: 

Columns:  Deselect any of the columns you do not want visible in the report.

Grouping:  Allows you to group by plan page, or any two label groups that have been defined.

Sorting:  Allows the columns to be sorted to your preference. 

Excel:  When exporting to Excel, the report will always export as seen on the screen.

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