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USER GUIDE www.oncenter.com Table of Contents SECTION 1 - INTRODUCTION ........

USER GUIDE www.oncenter.com Table of Contents SECTION 1 - INTRODUCTION ................................................................................................... 1 Welcome to On-Screen Takeoff............................................................................................................2 About this Guide .................................................................................................................................3 Extras……...........................................................................................................................................4 Instruction Jargon.........................................................................................................................4 Typographic Conventions ..............................................................................................................5 Help File.............................................................................................................................................5 Contents Tab................................................................................................................................6 Index Tab.....................................................................................................................................6 Search Tab...................................................................................................................................7 SECTION 2 - SETUP ................................................................................................................... 8 Minimum System Requirements ...........................................................................................................9 Recommended Components ................................................................................................................9 Compatible File Formats ......................................................................................................................9 Convert To TIF ...........................................................................................................................10 Installing Your Digitizer .....................................................................................................................10 SECTION 3 - TOOLBARS AND MENUS ..................................................................................... 11 Toolbars...........................................................................................................................................12 Viewing Toolbars ........................................................................................................................12 Moving Toolbars .........................................................................................................................13 Docking Toolbars ........................................................................................................................13 Hiding Toolbars...........................................................................................................................13 Resizing Toolbars........................................................................................................................13 Customizing Toolbars ..................................................................................................................13 Menus… ...........................................................................................................................................14 File…..........................................................................................................................................14 Edit ...........................................................................................................................................14 View ….......................................................................................................................................15 Tools .........................................................................................................................................15 Image ........................................................................................................................................15 Help ..........................................................................................................................................15 Digitizer......................................................................................................................................15 SECTION 4 - FEATURES........................................................................................................... 16 Start On-Screen Takeoff....................................................................................................................17 Quick Start Video ........................................................................................................................18 On-ScreenTakeoff Environment .........................................................................................................18 Image View ................................................................................................................................19 Takeoff View ..............................................................................................................................19 Worksheet View..........................................................................................................................20 Navigating On-Screen Takeoff ...........................................................................................................20 Auto Scrolling .............................................................................................................................20 Changing Pages ..........................................................................................................................20 Hot Links....................................................................................................................................21 SECTION 5 - PROJECTS ........................................................................................................... 22 Project Template Files .......................................................................................................................23 Saving a Project as a Template....................................................................................................23 Modifying a Template..................................................................................................................23 Opening an Existing Project...............................................................................................................24 Creating a New Project......................................................................................................................24 Project Properties..............................................................................................................................25 Adding Pages to Projects...................................................................................................................25 Individual Electronic Plans ...........................................................................................................25 Group of Electronic Plans.............................................................................................................26 Paper Plans ................................................................................................................................26 Setting Up Drawing Template ............................................................................................................27 Setting Takeoff Area .........................................................................................................................27 Setting Scale for Specific Pages..........................................................................................................28 Calculating Scale...............................................................................................................................28 SECTION 6 - CONDITIONS AND TAKEOFF............................................................................... 29 Creating Conditions...........................................................................................................................30 Condition Attributes ..........................................................................................................................31 Linear Conditions ..............................................................................................................................31 General ......................................................................................................................................31 Advanced ...................................................................................................................................31 Area Conditions ................................................................................................................................32 General ......................................................................................................................................32 Advanced ...................................................................................................................................32 Count Conditions...............................................................................................................................33 General ......................................................................................................................................33 Advanced ...................................................................................................................................33 Zone Conditions................................................................................................................................33 Condition Notes ................................................................................................................................34 Condition Results ..............................................................................................................................35 Copying Conditions ...........................................................................................................................35 Editing Conditions .............................................................................................................................35 Deleting Conditions ...........................................................................................................................36 Organizing Project Conditions ............................................................................................................36 Creating Folders and Sub-Folders.................................................................................................36 Copying Folders ..........................................................................................................................36 Renaming Folders .......................................................................................................................36 Changing Condition Order ...........................................................................................................36 Drawing with Conditions....................................................................................................................37 Snap Angles ...............................................................................................................................37 Drawing a Linear Object....................................................................................................................37 Continuous Mode ........................................................................................................................38 Drawing a Curve .........................................................................................................................38 Drawing an Area Object ....................................................................................................................39 Grid Options ...............................................................................................................................40 Grid Calculation ..........................................................................................................................40 Backout Mode.............................................................................................................................41 Drawing a Count Object ....................................................................................................................41 Drawing a Zone ................................................................................................................................41 Selecting Objects ..............................................................................................................................42 Moving and Resizing Objects ............................................................................................................42 Linear.........................................................................................................................................42 Area and Zone ............................................................................................................................42 Count.........................................................................................................................................42 Layers ..............................................................................................................................................43 Default Layers ............................................................................................................................43 Creating Layers...........................................................................................................................43 Assigning a Layers to a Condition.................................................................................................44 View and Hide Layers..................................................................................................................44 Assigning Text to a Layers...........................................................................................................45 SECTION 7 - PRINTING AND EXPORTING .............................................................................. 46 Print Setup .......................................................................................................................................47 Printing Images ................................................................................................................................47 Printing Takeoff Lists and Worksheets................................................................................................48 Print Preview ....................................................................................................................................49 Exporting..........................................................................................................................................49 Using Copy / Paste Feature..........................................................................................................49 Using Export Feature...................................................................................................................50 Exporting Worksheet to Excel ......................................................................................................52 Exporting Takeoff to CVS.............................................................................................................52 SECTION 8 - ADVANCED FEATURES ........................................................................................ 53 Features to Use With Objects.............................................................................................................54 Roping Feature ...........................................................................................................................54 Applying a Drop / Run Count .......................................................................................................55 Edit Drop / Run Count.................................................................................................................55 Adding Text in Image View..........................................................................................................55 Formatting Text ..........................................................................................................................56 Object Properties ..............................................................................................................................56 Linear Objects ............................................................................................................................56 Area Objects...............................................................................................................................57 Count Objects.............................................................................................................................57 Advanced Features of Conditions .......................................................................................................57 The Round Feature .....................................................................................................................57 Pitch .........................................................................................................................................57 Advanced Features of Project Properties.............................................................................................58 Selecting Multiple Pages ..............................................................................................................58 Changing Image Assigned to a Drawing .......................................................................................59 Changing Image File Path............................................................................................................59 Delete Page from Project Propertiesl ............................................................................................59 Advanced Features of Tool Options ....................................................................................................60 Calculation Method......................................................................................................................60 Configuration Tab .......................................................................................................................60 Font Tab ....................................................................................................................................61 Renaming the Current Page...............................................................................................................61 SECTION 9 - SAVING AND EXITING ....................................................................................... 62 Saving Your Project...........................................................................................................................63 The Auto-Save Feature................................................................................................................63 Exiting..............................................................................................................................................63 APPENDIX I - INSTALLING YOUR DIGITIZER ........................................................................ 65 APPENDIX II - TOOLBAR ITEM DETAILS ................................................................................ 67 APPENDIX III - LOADING PLANS FROM A DODGE CD ............................................................ 72 APPENDIX IV -USING THE PLAN VIEWER............................................................................... 73 APPENDIX V - FREQUENTLY ASKED QUESTIONS.................................................................... 75 INDEX...................................................................................................................................... 78 Section 1 1 Introduction This section will:  Help you become familiar with On-Screen Takeoff and the User Guide.  Give Full Mode users information on how the product works with a digitizer. Section 1 Introduction 2 Welcome to On-Screen Takeoff This extraordinary software gives you bidding advantage in less time with greater accuracy by allowing you to perform complex takeoffs right on your computer screen. On-Screen Takeoff can be used with a digitizer and paper plans, or a mouse and electronic plan files. On-Screen Takeoff enables the user to create live drawings with resizable conditions: linear conditions such as walls, pipes and electrical lines; area conditions such as floors and ceilings; count conditions such as sprinkler heads, corner beads, doors and windows; and zone conditions that assess quantities for any part of an area you specify. As you record conditions using your plans, the program provides reports on quantities and can recalculate instantly for any adjustment to the conditions of your project. New and experienced users will enjoy the power of this estimating system that is very easy to use. As with all products from On Center Software, this program works well for most construction trades and is ready to use the day you receive it. So, start bidding jobs more quickly and accurately today with On- Screen Takeoff. This program is equipped with three modes: View Mode, allows the user to perform quick takeoffs, view previously created files and drawing, zoom to view plans better and print drawings (see Appendix IV, Using the Plan Viewer for more details); Lite Mode, adds the use of zones; Full Mode, allows the user to perform more advanced takeoff options including layers and working with a digitizer. The mode is referenced in the lower, left corner of the program screen. If you currently have View or Lite Mode and are interested in performing more advanced takeoffs, a purchase request button has been provided on the main toolbar. Clicking will take you to a webpage purchase form. You can also call an On-Center Software Account Representative, 1-800-880-8254, or visit us on the web at www.oncenter.com for more details. Section 1 Introduction 3 About this Guide This guide is intended to be a compliment to On-Screen Takeoff software. The sections are presented in an order intended to help new users understand the software. The User Guide provides detailed information about On-Screen Takeoff tools and commands. It is designed to assist you in applying program features to your estimating projects. Use it as a reference tool along with the online help system in your day to day work with On-Screen Takeoff. Table of Contents, outlines the sections and topics covered in each section Section 1, Introduction, explains the user guide and helpful resources Section 2, Setup, lists system requirements and recommended components Section 3, Toolbars and Menus, explains the toolbars and menus used in On-Screen Takeoff Section 4, Features, gives you a tour of the On-Screen Takeoff environment and shows you how to navigate through your projects Section 5, Projects, leads you through your first time with the program or, if you’re an old hand at On- Screen Takeoff, reacquainting yourself with the software Section 6, Conditions and Takeoff, shows you features of working with condition objects, zones and backouts in the takeoff area Section 7, Printing and Exporting, explains the step-by-step of printing images and reports, copying and pasting data from On-Screen Takeoff, and exporting quantity results to an Excel spreadsheet Section 8, Advanced Features, discusses special and advanced features of On-Screen Takeoff conditions and options Section 9, Saving and Exiting, explains how to save projects and safely exit the program Appendixes, gives you additional information on installing a digitizer, toolbar item details, loading files, using the plan viewer and frequently asked questions Index, provides key words or phrases the program application and references the page(s) in the user guide where they can be found Section 1 Introduction 4 Extras Along the way you’ll encounter bits of information that make the User Guide not only more readable, but more personal and relevant. The signs and signals placed throughout the guide will better help you understand On-Screen Takeoff and On Center Software. We think you’ll find these bits and pieces interesting. Here’s what to look for: NOTE: To make special notice of specific information. Caution. Warning! This symbol is there to insure that you are following the information to minimize risk. This symbol represents information that also appears on the Quick Start Video. In this manual, some information is specific to using a digitizer. The icon appears alongside this information. (Must be in Full Mode to use a digitizer) A reminder is there to keep the information in mind for future consideration. For Your Information… Instruction Jargon  In this guide, click or double-click refers to clicking on the left mouse button. A right-click, clicking on the right mouse button, will be specifically stated.  Click the digitizer refers to clicking down once with the stylus pen. NOTE: When using a digitizer, a click or double-click refers to pressing the ball tip of the stylus pen right on the digitizer (usually in the takeoff area). A right-click can be accomplished by using the digitizer mouse template and the first button on the stylus pen. See Appendix I, Installing You Digitizer for more information.  Drag and drop, is holding down the left mouse button after clicking on an object. You may simply drag the object to the desired location and release the mouse button. Section 1 Introduction 5 Typographic Conventions The following are typographical conventions to be aware of when reading this guide.  Menu items you are instructed to choose appear in a different typeface with the greater than (>) symbol separating each menu level. For example, if you are instructed uploads/Ingenierie_Lourd/ ost2-user-guide.pdf