Estimate Sheathing, Subflooring, and Structural Panels

A. Finished-Project Specification

Quantity: one structural-panel takeoff covering wall sheathing, shear panels, subfloor, underlayment, roof sheathing, soffit panels, and miscellaneous panels, each with net area, net sheets, purchase quantity, panel-specific waste, fasteners, adhesive, accessories, phase assignment, source citation, and reconciliation against wall, floor, and roof geometry.

B. Panel Category Schedule (Component Schedule)

Category	Quantity Basis	Source	Contents	Preparation / Purpose
Wall sheathing / shear panels	Per elevation	Structural plans, bracing/shear documents, elevations	Type, thickness, rating, exposure, edge profile, bracing zones, narrow panels	Establishes structural wall covering and lateral bracing capacity
Subfloor / underlayment	Per level	Floor framing plans, sections, details	Type, thickness, tongue-and-groove orientation, staggered joints, edge support	Establishes floor platform and finish-floor substrate
Roof sheathing	Per roof plane	Roof framing plans, truss documents, details	Type, thickness, exposure, clips, structural requirement	Establishes roof deck and diaphragm capacity
Soffit / miscellaneous panels	Per assigned area	Architectural details, elevations	Type, thickness, ventilation cutouts, accessory requirements	Establishes soffit and remaining panel scope
Fasteners and adhesive	Per schedule	Manufacturer nailing/adhesive schedules, structural notes	Field, edge, shear, diaphragm, boundary fasteners; adhesive bead and coverage	Converts panel area into fastening and adhesive purchase quantities

C. Panel-Type and Waste Reference

• Panel identification: record panel type, thickness, span rating, exposure, edge profile, treatment, and approved sheet size for every category before measuring area.
• Waste separation: assign waste independently to wall cuts, roof geometry, floor layout, damage risk, and minimum-bundle rounding; do not apply one waste percentage to every category.
• Offcut restriction: do not treat an offcut from one panel type or thickness as available stock for a different panel type or thickness.
• Specialty panels: identify fire-treated, preservative-treated, coated, and radiant-barrier panels separately, with their own quantity, source, and pricing lines.

D. Fastener and Adhesive Schedule

Fastening Zone	Basis	Formula
Field fasteners	Manufacturer field-nailing schedule	Panel interior area ÷ field spacing pattern, per approved schedule
Edge and boundary fasteners	Manufacturer edge/boundary schedule, shear and diaphragm schedules	Panel edge and boundary length ÷ edge spacing, per approved schedule
Adhesive	Manufacturer bead-size and cartridge-coverage data	Total joist or joint length ÷ cartridge coverage, plus approved waste
Clips, seam tape, sealant, accessories	Manufacturer accessory schedule	Count or length per approved schedule, by category

E. Preparation — Documents, Zones, and Category Setup

1. Review structural and architectural plans, bracing/shear information, floor framing, roof framing, sections, details, and specifications. Confirm the current revision against the Chapter 2 document register before measuring.
2. Identify panel type, thickness, span rating, exposure, edge profile, treatment, and approved sheet size for every category. Record each on the panel-type reference in Section C.
3. Separate wall sheathing, shear panels, subfloor, underlayment, roof sheathing, soffit, and miscellaneous panels. Create a distinct takeoff row group in the workbook for each category.
4. Locate continuous sheathing zones, bracing zones, narrow panels, and specialty fastening zones on the structural documents. Mark each zone's boundary and cite the supporting sheet or detail.

F. Wall Sheathing and Shear Panel Takeoff

1. Measure gross exterior wall area by elevation or wall line. Record the source elevation or wall-line reference for each measurement.
2. Deduct openings only according to the approved deduction rule from Chapter 2's clarification log. Preserve the cut-waste implication of each deduction rather than treating deducted area as recovered material.
3. Measure gables, rakes, parapets, knee walls, and irregular areas separately. Do not fold irregular areas into the gross wall-line figure without a labeled sub-line.
4. Identify continuous sheathing zones, bracing zones, narrow panels, and specialty fastening zones. Confirm each zone's boundary against the structural bracing/shear documents.

G. Subfloor and Roof Sheathing Takeoff

1. Measure subfloor by level, platform, cantilever, and opening. Record the source framing plan for each level.
2. Account for tongue-and-groove orientation, staggered joints, edge support, and layout. Confirm layout direction against the framing plan or an approved assumption.
3. Measure roof sheathing by actual slope area. Use the approved slope factor and cite the roof plan and slope note supporting each plane.
4. Separate roof planes by thickness, exposure, clips, and structural requirement. Do not combine planes with different thickness or exposure requirements into one line.
5. Measure valleys, hips, dormers, overhangs, and irregular roofs. Record each as its own sub-line with its own source citation.
6. Identify backing, blocking, clips, splines, and edge supports. Add each as a separate accessory line linked to the affected roof or wall category.

H. Sheet Conversion, Waste, and Fastener Calculation

1. Calculate net sheets using actual coverage and layout for each category. Apply the approved sheet size from Section C.
2. Convert partial sheets into realistic purchase quantities. Round up to the next full sheet at the purchase-unit stage only, per the Chapter 1 workbook convention.
3. Apply separate waste for wall cuts, roof geometry, floor layout, damage, and minimum bundles. Enter each waste percentage on its own labeled input cell.
4. Confirm offcuts are not treated as interchangeable across panel types or thicknesses. Review each category's waste basis against the Section C offcut restriction.
5. Calculate fasteners from field, edge, shear, diaphragm, and boundary schedules using Section D. Cite the manufacturer schedule supporting each fastener quantity.
6. Calculate adhesive by bead size, joint length, cartridge coverage, and waste. Cite the manufacturer adhesive data supporting the quantity.
7. Count clips, seam tape, sealant, and accessories. Enter each as its own line under Section D.
8. Identify fire-treated, preservative-treated, coated, radiant-barrier, or specialty panels. Confirm each carries its own quantity and pricing line per Section C.
9. Include cut-edge treatment and weather protection. Add as a labeled line where the specification requires it.

I. Delivery, Labor Basis, and Pricing Preparation

1. Plan delivery by floor, wall, and roof phase. Record the intended delivery sequence in the phase field for each category.
2. Include unloading, staging, lifting, hoisting, and moisture protection. Add each as a labeled line where the project conditions require it.
3. Identify the labor task list for layout, cutting, carrying, fastening, adhesive application, support, and cleanup. Record the task list for use in the Chapter 17 labor estimate; do not assign labor hours in this chapter.
4. Note productivity factors for height, pitch, wind, panel weight, openings, and shear fastening. Record these as documented conditions for Chapter 17 rather than calculating hours here.
5. Request or confirm dated quotations for panels, fasteners, adhesive, clips, and delivery. Record supplier, quote number, date, expiration, freight, lead time, minimum order, and qualifications in the Chapter 1 quotation fields; do not calculate extended cost in this chapter.

J. Reconciliation and Closeout

1. Reconcile panel area against floor, wall, and roof geometry from the Chapter 5 framing takeoff. Compare wall-line length, floor area, and roof-plane area between the two chapters and record the result.
2. Compare sheet count with fastener and adhesive quantities. Confirm the fastener and adhesive quantities are proportional to the reconciled sheet count for each category.
3. Prepare the takeoff summary by type, thickness, rating, sheet size, quantity, accessories, phase, and cost placeholder. Use the Chapter 1 workbook summary sheets to present the completed takeoff.
4. Complete independent review of slope area, specialty panels, shear zones, and packaging. Have a second reviewer verify at least the roof-slope area and the shear-zone fastener schedule independently.