Annotations

Why Annotate Live?

1. To Access a Takeoff and Start Annotating:
• Open the Takeoff Workspace.
• Open a Project
• Go to the Bid Packages tab
• Select a Bid Package
• Open the Takeoff associated with that bid package
 

2. Add Annotations:

You can use the following annotation options:

Annotations

Tool	Shortcut	What it does
Comment	Shift + M	Leave notes or questions on the plan
Text	T	Add standalone text labels
Check Mark	Shift + K	Mark details you've reviewed
Freehand	F	Draw freely for quick markups
Dimensions	Shift + D	Add visual dimension references

Shapes - Use these to call attention to areas, scope changes, or review items.

Tool	Shortcut
Rectangle	Shift + E
Polygon	Shift + B
Circle	Shift + O
Cloud	Shift + U
Highlight	Shift + I

Lines - Helpful for pointing, tracing, or emphasizing specific details.

Tool	Shortcut
Arrow	Shift + W
Line	Shift + T
Arc	Shift + A

Plan Navigation

Tool	Shortcut	What it does
Hyperlink	Shift + Y	Link to external resources or references
Named View	Shift + N	Save and return to specific views on the plan

3. How Live Annotation Works
• Select an annotation tool from the toolbar
• Click on the plan to place or draw the annotation
• Add notes or visuals as needed (e.g., “Confirm door width: 36 in”)
• Changes sync instantly for all collaborators

Managing Annotations:

• Edit Annotations: Click on an annotation to edit its content or items.

• Delete Annotations: Select and press Delete or right-click and choose "Delete".

• Organize with Layers: Assign annotations to layers for better organization. Hid/Show Layers