On-Screen Takeoff 3.8 User Guide
2.05 Getting Started
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Getting Started

Before you create your first bid in a new database, it's important that you get familiar with the Tools, Tabs and Options in On-Screen Takeoff. Investing a few minutes to learn about the application will save you hours later on.

 

Sections 4, 5 and 6 explain the user interface and the master data tables you will use to setup your projects. These articles will help you get up to speed very quickly while providing plenty of details.

 

Sections 7 - 8 explain how to setup your database including options for backing up data, upgrades, and other default settings.

Quick Tips

Additional Information:

 

Using Tool Tips - If you're not sure what a button does, hover your mouse pointer over the button and a Tool Tip will appear. A tool tip is a brief description of the icon.

 

Using the Status Bar - If the program seems like it is processing information but you are unsure of what is happening, try looking at the Status Bar. The Status Bar is located at the very bottom of the Program Window. It displays information about what On-Screen Takeoff is doing internally. It also contains the current date, and, if the database is set to require a login and password, the current user's name.

Using Context Menus - You can right-click on most objects and within most windows to view a Context (or Pop-Up) Menu with options available for use. (for example, right-clicking on the Bids tab, brings up a list of common functions such as Creating New Bids, Duplicating and Deleting Bids).

 

Using Expand/Collapse - You can expand any folder, condition type or other heading by clicking on the [] plus sign next to it. You can collapse any folder or heading by clicking the [ ] minus sign next to it.

 

Getting Up and Running Using the Quick Start Wizards 

Getting to Know On-Screen Takeoff 

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