Organizing Data with Labels

Key Information

• Labels are applied at the measurement level and can vary within the same takeoff.

• A label icon appears next to measurements that have labels assigned.

• Labels allow you to filter, group, and roll up data in the Estimate Worksheet and reports.

• Labels can be used to assign Other Costs based on specific measurement groupings.

• Labels provide detailed control when organizing data by CSI code, room, phase, or other project structures.

Labels allow measurements to be grouped and filtered based on your project structure. Labels can be assigned to individual measurements to organize data by CSI division, room, floor, building, elevation, phase, or any other breakdown your workflow requires.

When a measurement includes a label, a label icon appears with that measurement for quick visual identification.

Because Labels are applied at the measurement level, different measurements within the same takeoff can have different labels. This provides more detailed control over how data is organized and reported.

Using Labels in Estimates and Reports

Labels can be used throughout the Estimate Worksheet and reports to:

• Filter data

• Group By label values

• Roll Up quantities and costs

• Assign Other Costs based on label groupings

This structure is especially useful when estimates need to be organized by CSI code, room, or project phase.

Labels Compared to Takeoff Tags

Labels and Takeoff Tags both support organization, but they function differently:

• Labels apply to individual measurements.

• Takeoff Tags apply to the entire takeoff and include all associated measurements.

Use Labels when detailed, measurement-level organization is required.

Create Project Labels

These labels will only be available in the project in which they are created. 

TIP
For best performance, we recommend creating no more than ten Labels (unlimited values per label) per project.

1. Open or create a takeoff.
2. Click Start Measuring.
3. Scroll down to the Labels section on the left panel.
4. Click the Add Label button. 
5. Type in a Label Name (50 character limit). E.g., Floor, Building, Elevation
6. Add Label Values (options):
   1. Type a name in the Label Values field (50 character limit). E.g., 1, 2, east, west, Room 101, Room 201

   2. Press enter on your keyboard or click the + to the right of the field to add additional Label Values.

      TIP
      You can click on the dots to the right of a Label Value and drag it to change the Label Values list order.

7. Click Save. (names can be edited, deleted, or organized as needed)

Repeat steps 4-7 to create additional Labels as needed.

*You can retroactively apply labels to your measurements. Just use the Edit tool to single or multiselect your measurement(s) and click Finish Measuring once the labels are applied.

Create Company Labels

These labels will be available for use in all projects.

1. Click the Settings icon in the upper right corner of your screen and select Account Settings.
2. Select Company Settings from the left and scroll down to the Company Labels section.
3. Click the + New Label button.
4. Type in the Label Name (50 character limit). E.g., Floor, Building, Elevation
5. Click the green + Add button.
6. Click the green + New Value button. 
   1. Type in the Option Name (50 character limit). E.g., 1, 2, East, West, Room 101

   2. Click green + New Value button.
      (Repeat step 6 for each option you want to add.)

      TIP
      Values are listed in the order they are added. To change the Values list order, click the arrow to the right of a Value to move it up or down the list.

Edit or Delete a Company Label

You can add or delete Values, change the Value list order, edit Value names, or delete a Company Label if needed.

NOTE
If a company label has already been added to measurements in existing projects, Deleting or editing the label will not change the label information applied to those measurements.

1. Click the Settings icon in the upper right corner of your screen and select Account Settings.
2. Select Company Settings from the left and scroll down to the Company Labels section.
3. Click the Select a Label dropdown and select the Label you want to edit or delete.
4. Make your desired edits.
   1. To change an Option Name:
      Click the Edit icon (pencil) to the right of the value, type in a new name, and click the checkmark.
   2. To delete an Value:
      Click the Trash icon to the right of the option, click Delete to confirm.
   3. To add a new Value:
      Click the +New Value button, type in the Option Name, and click the green + New Value button.
   4. To change to Value list order:
      Use the arrow to the right of a Value to move it up or down the list.
      OR
      Delete the Label.
   5. Click the Delete Label button, then click Delete to confirm.

Using Group Labels

STACK labels allow you to group or filter your takeoff data any way you like. Add labels to each measurement to group by CSI division, room, building, floor, elevation, phase, or any other work breakdown structures your workflow requires. You can group or filter your report and estimate data by the label options you've created.

Add or create project labels from the takeoff tab

These labels will only be available in the project in which they are created. 

TIP: For best performance, we recommend creating no more than ten Labels (unlimited options per label) per project.

1. Start by creating a new takeoff or selecting an existing one to edit.

2. Once you’re in the active measuring mode, you will see a Labels section at the bottom of the left panel.

3. From here, you can add an existing label group or create a new one by entering the name (100 character limit). 
   E.g. Floor, Building, or Elevation

4. Selecting + Add Label will pull up an Edit Label screen and allow you to create new label options for your label group. Click the + icon to add an option (100 character limit). 
   E.g. 1, 2, east, or west

5. Click Save. (names can be edited, deleted, or organized as needed)

*You can retroactively apply labels to your measurements. Just use the Edit tool to single or multiselect your takeoff(s) and select Finish Measuring once the labels are applied.

Create a company labels library

These labels will be available for re-use on all projects.

1. Click on the Settings icon in the upper right corner of your screen and select Account Settings.
2. Select Company Settings from the left and scroll down to the Company Labels section.
3. Click on the + New Label button to create a new label group. Enter the group name (e.g. Floor, Building, or Elevation) and select + Add to save.
4. Click + New Option to create sub-labels (e.g. 1, 2, east, or west) for the selected label group and follow the same process.

Label Preferences

STACK includes a Takeoff Preference that helps streamline measurement workflows by automatically applying the last-used Label values to new measurements.

Configure Label Preferences

1. Click your Profile icon and open Preferences.

2. Scroll to the Takeoff section.

3. Enable or disable: Use last Label values when creating new Measurements

4. Click Save.

   NOTE
   This setting works on a per-user and per-project basis

How Sticky Label Values Work

When Use last Label values when creating new Measurements is turned on, STACK remembers the most recent Label values used and applies them to new measurements automatically.

How it behaves:

• When you measure and assign Label values, those values become the remembered values.

• Any new measurement you create automatically uses those same Label values.

• If you change a Label value while measuring, STACK updates the remembered values.

• Setting a Label to None is also remembered.

• Creating a new Takeoff applies the remembered Label values to that Takeoff.

• Measuring directly from a Library Takeoff, Library Item, or Assembly also uses the remembered Label values.

• Measuring a different set of Label values replaces the remembered values with the new ones.

• Each project keeps its own memory of Label values. A brand-new project starts with no Labels selected.

Related Articles

Account Settings
Creating and Editing Takeoffs
Takeoff Tags

See how others use this feature in the STACK Community.

If you need additional assistance, please Contact Us.