SYMETRI LIMITED

Autodesk Takeoff

Autodesk Takeoff is a quantification solution for estimating teams that enables both 2D and 3D takeoffs and manage these elements alongside subsequent documents in a single environment. In addition to Takeoff the subscription includes Docs, Insight and Administration, for document management, reporting, analytics, dashboards and project management.

Features

• Perform accurate 2D takeoffs
• Generate automated quantities from 3D models
• Easily export quantities to excel
• Connect to your estimating solutions
• Perform linear, count or area takeoff
• Use custom formulas to generate complex quantities
• Easily move existing takeoff to newer drawing versions
• Roll up aggregated quantities by classification, type, material
• Leverage a single inventory of 2D and 3D quantities
• Integrates directly with AutoCAD and Revit

Benefits

• Save time with instant access to quantities from model
• Improved project scope visualisation
• Allow multiple estimators to collaborate on the same project
• Break down data silos
• Eliminate any type of oversight
• Streamline takeoff process by having data points together
• Avoid repetitive processes
• Automate takeoff procedures
• Avoid rework by visualizing project scope in 3D
• Simplify user management

• Education pricing available
• Free trial available

Service documents

• Pricing document

  ODT

• Service definition document

  ODT

• Terms and conditions

  ODT

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at mike.hall@symetri.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 15

Service ID

737728289498763

Contact

Mike Hall
07976 428996
mike.hall@symetri.com

About the service

• Service categories:
  • Applications
    • Content workflow and management
      • Content services
        • Content Sharing and Collaboration Applications
      • Capture
        • Capture
      • Document
        • Document
• Multi cloud support: Yes

Service scope

• Software add-on or extension: Yes, but can also be used as a standalone service
• What software services is the service an extension to: Autodesk Takeoff is part of Autodesk Construction Cloud (ACC) and fully integrated with the Autodesk suite of products - Revit, AutoCAD, Civil 3D etc
• Cloud deployment model: Public cloud
• Service constraints: There are no specific hardware requirements; ; A standalone video card is recommended when using the Viewer; ; RAM and CPU requirements are dependent on project size
• System requirements:
  • 64-bit browsers are recommended for optimal viewing experience
  • Mobile users are recommended to use PlanGrid Build Mobile app
  • No desktop operating system requirements for ACC products as web-based.
  • UK & Europe Data storage centres (amongst others) are supported

User support

• Email or online ticketing support: Yes
• Support response times: Case logging and acknowledgement is immediate. Response times will vary based on priority and query as per our support agreement terms and conditions. Response times on weekends vary as per our support terms and conditions.
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: None or don’t know
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support: Yes
• Web chat support availability: 9 to 5 (UK time), Monday to Friday
• AI chatbot: Yes
• Web chat support accessibility standard: WCAG 2.2 AA
• Web chat accessibility testing: N/A
• Onsite support: Yes, at extra cost
• Support levels: Support can be provided as draw-down on a time and materials consultancy basis (which can be used for training, configuration, consultancy, development, support) on a standard support contract basis or part of a bespoke service agreement. The 3 levels of standard support contract are Gold, Silver & Bronze. Pricing is dependent on size of deployment, number of licenses required and support level needs. An account manager and customer success manager will be appointed to deliver the deployment requirements as fit.
• Support available to third parties: Yes

Onboarding and offboarding

• Getting started: There are user guides, videos and documentation available.; We would strongly recommend purchasing training (onsite/online as desired), configuration and consultation to ensure that you setup the solution optimally to drive maximum benefit for your organisation. These services are outlined in the Symetri cloud support services.
• Service documentation: Yes
• Documentation formats:
  • HTML
  • ODF
  • PDF
  • Other
• Other documentation formats: Word
• Documentation accessibility standard: None or don’t know
• How the documentation is accessible: Users will receive an email with all the details to onboard. ; Furthermore, once logged in they will also have a dedicated online account with all the details required to access their software including details to offboard.; They will also be assigned a dedicated account manager at Symetri who will assist with any further questions or queries.
• End-of-contract data extraction: Users will be able to login to their account 30 days post the expiration date to retrieve their data. All data can be downloaded to a zip file in the formats it is held within the system. Alternatively Symetri can provide software solutions - Naviate Gemini/ArchiveHub - to retain the in perptuality in a structured format.
• End-of-contract process: Documents stored in Autodesk cloud service remain available for 30 days after your subscription access expires. Be sure to retrieve any files stored in Autodesk cloud service before the end of this period. There is no fee for end of contract downloads.

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
• Application to install: No
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: Desktop (Web): Built for planning, administration, coordination, and commercial control ; Mobile (via PlanGrid app): Built for field execution, data capture, and offline jobsite use ; ; Capabilities on the PlanGrid Build Field app include:; ; View and share sheets; Create markups; Compare sheets; Sync and download files; Add, view, and export photos on Android and iOS; View and create issues on Android and iOS; View and create RFIs on Android and iOS; View project members; ; There isn't a 100% feature parity between the two and there are some features not available on the mobile app which are available on the desktop version.
• Service interface: Yes
• Description of service interface: The service is accessible either via web interface (supported on all common browsers) or a mobile interface supported on iOS and Android
• Accessibility standards: None or don’t know
• Description of accessibility: The service is a native SaaS solution, accessible via web and mobile and required internet connection (mobile app works offline as well)
• Accessibility testing: No specific interface testing with users of assistive technology has been done. We're working contniously with our customers to perform interface testing on most major feature we release. Our development cycle includes extensive user testing via beta versions prior to making the feature publicly available
• User support accessibility: None or don’t know
• API: Yes
• What users can and can't do using the API: The Relationships API creates, retrieves, and deletes links between entities across domains in ACC.; The Takeoff API retrieves settings, classification systems, packages, takeoff types, takeoff items and content views associated with a takeoff project. It’s also possible to update settings, create and update packages, create, update, delete and reimport classifications.
• API documentation: Yes
• API documentation formats: Open API (also known as Swagger)
• API sandbox or test environment: No
• Customisation available: Yes
• Description of customisation: Project administrators can edit the template settings and setup custom approval workflows. Approval workflows can be setup starting with one-step approvals and finishing with group approvals. Project admins can also configure folder structure, folder permissions, issue settings. ; Users can also customize dashboards and project home view. You can create report templates by saving changes to an out of the box template directly or as a new template. ; Autodesk is also providing APIs to customize the user interface.

Scaling

• Independence of resources: Autodesk's Cloud Services has in place, segregation between tenants in a multi-tenant environment (and segregation between the operational environments and the customer cloud environment). Additionally, production system availability and performance are continuously monitored.

Analytics

• Service usage metrics: Yes
• Metrics types: Users can extract project data from the Autodesk Construction Cloud unified platform for customized use in robust business intelligence tools like Power BI through Data Connector. It works across multiple projects within an account, can set up data reporting on a regular schedule, and returns data in a format easily used by business intelligence tools. Users can also leverage Insight module that delivers unified project-level data, analytics, and predictive insights. Construction IQ helps project teams manage risk and improve performance day-to-day.
• Reporting types:
  • API access
  • Real-time dashboards
  • Regular reports
  • Reports on request
• Resource tagging: No
• FOCUS resource tagging: No

Supplier type

• Supplier type: Reseller providing extra features and support
• Organisation whose services are being resold: Autodesk

Staff security

• Staff security clearance: Other security clearance
• Government security clearance: Developed Vetting (DV)

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations:
  • United Kingdom
  • European Economic Area (EEA)
  • Other locations
• User control over data storage and processing locations: Yes
• Datacentre security standards: Complies with a recognised standard (for example CSA CCM version 4.0)
• Penetration testing frequency: At least once a year
• Penetration testing approach: Another external penetration testing organisation
• Protecting data at rest: Physical access control, complying with SSAE-18 / ISAE 3402
• Data sanitisation process: Yes
• Data sanitisation type: Deleted data can’t be directly accessed / Cryptographic Erasure
• Equipment disposal approach: Complying with a recognised standard, for example CSA CCM v4.0, CAS (Sanitisation) or ISO/IEC 27001

Data importing and exporting

• Data export approach: Autodesk Construction Cloud users can leverage 'Bridge' to manage shared sheets and files for your project that have been transferred to and from other projects. Users can also export individual or multiple documents from the folder structure. Data connector allows users to extract data from all projects in your account either by running or scheduling data extractions. Users can also leverage 3rd party applications that allow to export certain project data or make use of the application APIs to export the data. The selection of the method depends on your project or company requirements.
• Data export formats:
  • CSV
  • Other
• Other data export formats:
  • IFC
  • PDF
  • BCF
  • Any of the formats uploaded to the application
• Data import formats:
  • CSV
  • Other
• Other data import formats:
  • IFC
  • OBJ
  • PDF
  • 50+ other formats listed here - https://knowledge.autodesk.com/support

Data-in-transit protection

• Data protection between buyer and supplier networks: TLS (version 1.2 or above)
• Data protection within supplier network: TLS (version 1.2 or above)

Availability and resilience

• Guaranteed availability: Autodesk provides availability information at https://health.autodesk.com, including unplanned outages. However, Autodesk does not provide an SLA.; ; Autodesk will take reasonable endeavors to provide customers with a target service level objective of 99.9%. This does not include:; ; (i) scheduled maintenance or other maintenance determined by Autodesk as necessary; (ii) disruptions or other technological issues caused by equipment and/or services not under direct control of Autodesk; (iii) malicious disruptions caused by third parties; (iv) interruptions due to any misuse of our services or breach of our terms by customers; (v) causes beyond Autodesk's reasonable control.; ; Autodesk Construction Cloud (ACC) is built on Amazon Web Services (AWS) and adheres to industry-standard, high-availability, and data-redundancy practices. By ensuring that redundancy is a key principle in infrastructure planning and design, Autodesk can maintain industry-leading levels of uptime and data protection.
• Approach to resilience: To maintain high availability, Autodesk employs redundant application servers/services across multiple AWS Availability Zones/data centers that are load balanced for automated failover. Data is replicated across multiple AWS Availability Zones/data centers and uses automated failover for planned or unplanned maintenance. Additionally, Autodesk maintains and business continuity plan and disaster recovery process.
• Outage reporting: Outages are reported through a public dashboard (Autodesk Health Dashboard: https://health.autodesk.com) and email alerts (subscription based)

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • Multi-Factor Authentication (MFA)
  • Username or password
  • Other
• Other user authentication: In addition to user ids and passwords, Autodesk's Cloud Products/Services support two-factor authentication to add a second level of authentication to a user account during login.
• Access restrictions in management interfaces and support channels: Autodesk ensures the confidentiality of customer data by limiting access. Customer data is limited and restricted to authorized individuals. Access provisioning is designed to permit system users access to information they need based on their role in the system and restrict them from accessing information not needed for their role. Autodesk commits to adequately securing customer data as part of its Cloud Services. In addition, Autodesk uses encryption technology to encrypt uploaded customer data at rest and in transit.
• Access restriction testing frequency: At least every 6 months
• Management access authentication:
  • Multi-Factor Authentication (MFA)
  • Dedicated link (for example VPN)
  • Username or password

Audit information for users

• Access to user activity audit information: Users have access to real-time audit information
• How long user audit data is stored for: User-defined
• Access to supplier activity audit information: Users have access to real-time audit information
• How long supplier audit data is stored for: User-defined
• How long system logs are stored for: Between 1 month and 6 months

Security governance

• Named board-level person responsible for service security: Yes
• Software Security Code of Practice: Yes
• Security governance certified: Yes
• Security governance standards:
  • ISO/IEC 27001
  • Other
• Other security governance standards: SSAE-18 (SOC 2)
• Information security policies and processes: Autodesk depends on the confidentiality, integrity, and availability of its information assets to successfully conduct its business, meet customer and business partner expectations, and provide client peace of mind. Autodesk recognizes the need to protect the information and assets used to create, process, store, and support business operations. To that end, Autodesk has established a Security Program (as outlined in a Security Policy) to manage business risk, adhere to legal, compliance, and regulatory mandates, and ensure that all information assets are adequately safeguarded.; ; Autodesk policies and standards address the purpose, scope, roles, responsibilities, and compliance. Policies and standards cover the following areas (including, but not limited to):; • Acceptable Use;; • Security Training and Awareness;; • Security Risk Management;; • Third Party Risk Management;; • Security Incident Management;; • Vulnerability Management;; • Access Management;; • Information Protection;; • Network Security;; • SDLC and Change Management;; • Configuration and System Hardening;; • Security Logging and Monitoring;; • Business Continuity and Disaster Recovery; and; • Data Classification.

Operational security

• Configuration and change management standard: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Configuration and change management approach: Autodesk has configuration and change management processes in place to ensure that hardware and software are configured with proper settings, version control and documentation (leveraging various industry best practices, such as ITIL). Cloud Services are designed to be able to maintain control over the entire software stack and to help provide a secure application environment (including OS hardening and security fixes/patches). Change management spans deployment of changes to the staging and production environments, including testing of changes prior to release to the production to address changes that may potentially affect system security, availability, and confidentiality of user information.
• Vulnerability management type: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Vulnerability management approach: Autodesk maintains a Vulnerability Management Standard which requires Autodesk Security to periodically scan internal and internet facing service endpoint IP Addresses for network and web-based vulnerabilities. For container environments, a vulnerability management tool is used to scan container images for vulnerabilities before they are deployed to production. Autodesk Security notifies the appropriate parties to remediate any identified vulnerabilities in a timely manner based on severity levels. In addition, external vulnerability threat assessments are performed annually by independent security firms. Findings and recommendations resulting from these assessments are categorized and delivered to Cloud Services' leadership and stakeholders.
• Protective monitoring type: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Protective monitoring approach: Security monitoring: System logging and monitoring facilities exist throughout the infrastructure, and all user activity are logged to a centralized Security Information and Event Management (""SIEM"") system for log correlation and analysis. Alerts are reviewed to detect potentially anomalous activity for further investigation.; ; Events that directly impact customers are treated with the highest priority. An individual or team is dedicated to remediating the problem and enlisting the help of product and subject matter experts as appropriate. Other responsibilities are deferred until the issue is resolved.
• Incident management type: Complies with a recognised standard, for example, CSA CCM v4.0 or ISO/IEC 27035:2011 or SSAE-18 / ISAE 3402
• Post-quantum cryptography secure: No
• Incident management approach: Autodesk's Security team has an incident management process for security events that may affect the security, availability, or confidentiality of its systems or data. This process specifies courses of action, procedures for notification, escalation, mitigation, and documentation.; ; The Autodesk Trust Centre website provides external users with the ability to report issues and incidents to Autodesk. Autodesk offers a security incident reporting desk: https://www.autodesk.com/trust/contact-us; ; Identified incidents are documented and tracked through to resolution.; ; Notifications of security incidents that affect customer information are communicated to customers as required by applicable law. Actions may include a summary of remediation actions: https://www.autodesk.com/trust/incident-response.

Secure development

• Approach to secure software development best practice: Independent review of processes (for example CESG CPA Build Standard, ISO/IEC 27034, ISO/IEC 27001 or CSA CCM v4.0)

Public sector networks

• Connection to public sector networks: No

Pricing

• Discount for educational organisations: Yes
• Free trial available: Yes
• Description of free trial: Free 30-day trial of the full version

Discount percentage by annual call-off contract value (excluding VAT)

• Less than £250,000: 0%
• Between £250,000 and £500,000: 0%
• Between £500,001 and £1,000,000: 0%
• Between £1,000,001 and £2,500,000: 0%
• Between £2,500,001 and £5,000,000: 0%
• Over £5,000,001: 0%

Standards and certifications

• ISO/IEC 27001 certification: No
• ISO 28000:2022 certification: No
• ISO 9001 certification: Yes
• ISO 9001 certification accredited by: LRQA
• ISO 9001 accreditation date: Thursday 14 November 2024
• What the ISO 9001 doesn’t cover: N/A
• Quality management systems (QMS): Yes
• CSA STAR certification: No
• PCI certification: Yes
• PCI DSS certification accredited by: Worldpay
• PCI DSS accreditation date: Tuesday 17 June 2025
• What the PCI DSS doesn’t cover: N/A
• Cyber essentials: Yes
• Cyber Essentials Certificate Number: 190b5b64-5b55-4a95-89d5-ff4fe555262b
• Cyber essentials plus: No
• Cyber Essentials Alternative: In relation to the services you do not have a current and valid Cyber Essentials Plus certificate which has been awarded by one of the government approved Cyber Essentials accreditation bodies but you are working towards gaining it, and will be in a position to confirm that you have been awarded a current and valid Cyber Essentials Plus certificate by one of the government approved accreditation bodies within 12 months of the date of award.
• Other security certifications: No

Social value

• Mission: Kick start economic growth:

  To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

  Policy Outcome 1: Fair work: That offers fair wages and good working conditions. Help people get a job, stay in work, and progress in their careers, with good employment opportunities across the country. Notes: Where there is a large proportion of labour costs in the contract, commercial teams should consider MAC in Outcome 1 as a priority

  • New or retained jobs on the contract workforce in the relevant area that meet the criteria set out in MAC 1b, 1c and 1d
  • Providing opportunities for, and measuring and monitoring of, staff workforce conditions over time, including employee engagement, involvement in decision-making and satisfaction and adapting to any changes in the results, with clear processes for acting on issues identified
  • Plans to engage the contract workforce in deciding the most important workplace issues to address
  • Monitoring of employee engagement rates (by protected characteristic) and, where necessary, the development of actions to ensure all voices are heard across the diversity of the workforce
  • Employment contracts that reflect actual hours worked; steps taken to ensure employees understand their contracts and have the ability to review and adjust them if actual hours regularly exceed contracted hours
  • Activities that support an environment where staff are educated about, and feel empowered to, address their physical wellbeing
  • Activities that support an environment where staff are educated about and feel empowered to report and address bullying and harassment
  • Payment of more than the National Minimum Wage or National Living Wage (as appropriate) to the contract workforce
  • Entitlement to sick pay for the contract workforce, with provision in place for any staff who do not meet the earnings threshold for statutory sick pay, payment of sick pay from day one of absence and payment of staff on the contract workforce who are off sick a replacement income of 100% of their usual earnings for as long as possible
  • Plans for an appropriate income replacement policy for staff who are required to spend time away from work to care for a sick dependent or close relative
  • Understanding of in-work progression issues affecting the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors
  • Measures to support in-work progression to help people in the contract workforce, to move into higher paid work by developing new skills relevant to the contract
  • Support for educational attainment relevant to the contract, including training schemes that address skills gaps and result in recognised qualifications
  • Understanding of the modern slavery risks and issues affecting the market, industry, sector or country (of origin or of source) relevant to the contract, and the workforce in the supplier’s own organisation and those of its key subcontractors
  • Outline policies and practices to be applied to or put in place for the contract to mitigate and manage modern slavery risks, including: Pre-employment checks, recruitment practices. Workplace conditions, safeguarding plans and processes in place and regular monitoring with relevant groups considered, which may include sampling

  Policy Outcome 2: Skills for growth: Supporting growth sectors and addressing skills gaps.

  • Understanding of employment and relevant skills issues, and of the education and training issues relating to the contract. Illustrative examples: demographics, skills shortages, new opportunities in high growth sectors, geographic/local community and skills/employment challenges
  • Support for educational attainment relevant to the contract, including training schemes that address skills gaps and result in recognised qualifications

  Policy Outcome 3: Resilient, innovative and flexible supply chains: Support economic growth through enabling resilient businesses, opportunities for small businesses and voluntary, community and social enterprises

  • Understanding of the types of businesses in the market and the level of participation by new businesses, entrepreneurs, start-ups, SMEs, VCSEs and mutuals
  • Activities that demonstrate a collaborative way to work with a diverse range of businesses as part of the supply chain
  • Understanding of local demographics, needs and opportunities for the co-design of the goods, services and works to be delivered under the contract
  • Measures to involve local stakeholders and/or users in design (e.g. in the design of services, systems, products or buildings)
  • Measures to engage users and communities and build relationships to increase community integration build trust and influence how the contract is delivered
  • Plans to respond flexibly and adapt approaches to community engagement and initiatives
• Mission: Make Britain a clean energy superpower:

  To cut bills, create jobs and deliver security with cheaper, zero-carbon electricity by 2030, accelerating to net zero

  Policy Outcome 4: Sustainable procurement practices: Reducing carbon footprints, minimising waste, and promoting the use of clean energy and green technologies.

  • Understanding of opportunities for additional environmental benefits delivery in the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
  • Collaborative ways of working with the supply chain to deliver additional environmental benefits in the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
  • Delivery of additional environmental benefits through the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
  • Understanding of how to influence staff, suppliers, customers, communities and/or any other appropriate stakeholders through the delivery of the contract to support climate and nature protection and improvement
• Mission: Break down barriers to opportunity:

  By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain

  Policy Outcome 6: Employment and training: For those who face barriers to employment

  • Understanding of employment and skills issues, and of the skills and employment shortages of high growth sectors relating to the contract
  • Understanding of the issues affecting the representation of disabled people in the workforce in the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors
  • Introducing transparency to pay and reward processes
  • Understanding of the issues affecting inequality in employment, skills and pay in the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors. Measures to tackle inequality in employment, skills and pay in the contract workforce

  Policy Outcome 7: Creating a pipeline of opportunities: For the contract workforce, reducing barriers to entry for under-represented groups.

  • Understanding of the issues affecting the development of new skills by target cohort
  • Understanding of issues relating to entering the contract workforce
  • Creation of outreach activities to create a pipeline of employees for the future contract delivery
  • Content of the outreach activity is designed to suit the target cohort
• Mission: Build an NHS fit for the future:

  That is there when people need it; with fewer lives lost to the biggest killers; in a fairer Britain, where everyone lives well for longer.

  Policy Outcome 8: Increasing productivity through physical and mental wellbeing: In the supply chain and communities in the relevant area.

  • Understanding of issues relating to health and wellbeing, including physical and mental health, in the contract workforce

Service documents

• Pricing document

  ODT

• Service definition document

  ODT

• Terms and conditions

  ODT

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at mike.hall@symetri.com. Tell them what format you need. It will help if you say what assistive technology you use.