◆ Excel · formulas

Quantity Calculation

Build a Materials Take‑Off sheet listing Item description, Trade, Unit, Quantity per unit, Number of units, and Total …

2heights
2tasks
1roles do it

The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Build a Materials Take‑Off sheet listing Item description, Trade, Unit, Quantity per unit,…+
Build a Materials Take‑Off sheet listing Item description, Trade, Unit, Quantity per unit, Number of units, and Total quantity with a totals row; use SUMIFS to total by Trade and sort the table by Trade ascending.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before I give this to Purchasing, make the take‑off purchase-ready — add a column that groups…+
Before I give this to Purchasing, make the take‑off purchase-ready — add a column that groups items by procurement category, show a SUMIFS subtotal row for each Trade, highlight items with quantities above typical order pack sizes, and add a pivot-style summary that Purchasing can copy into a PO template.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

1 of them
Build a simple materials take-off that totals quantities by trade so purchasing can order the right amounts.

Who does this

1 roles
Architect

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Excel — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.