The Master menu provides access to tables that are stored on the database.  Tables are where information is stored for each Bid as well as common information such as Employees, Styles, Style Sets, etc.

 

Modifying Employees, Job Statuses, and Condition Types affects all Bids in the database; modifying a Style in the Style Library does not affect any Conditions ALREADY created using that Style.  Default Layers affects future Bids.  If certain entries, like an Employee or Job Status are used in ANY Bid or if an Employee is the owner of a Style Set - the entry cannot be deleted from the database.

 

Anytime you see the Lookup button in a dialog box, you are likely accessing a Master list.  This allows the database to be built and updated "on-the-fly" so as it's used, it becomes more complete and correct.  It is not necessary to have the database fully built before starting to use On-Screen Takeoff - you can start Bidding right out of the box and add information to the database as you go...

When accessed by clicking a Lookup button , these dialog boxes have a Select button allowing insertion of a selection into the appropriate field.  Other than that, each Master Table dialog box looks the same as the Lookup dialog box.

 

 

Option

Description

Employees

Employees can be used to assign rights to certain employees

Job Statuses

List of all the defined Job Statuses within the database - Job Statuses can be used to track the current progress of a job as well as lock jobs that are in a certain status

Condition Types

Used to separate and group conditions logically by Condition Type

Style Library and Sets

List of all Styles (saved Conditions) and the Sets (groups of Styles) available for use in all Bids within a database

Default Layers

Default layers which are automatically added to every new job

 

 

Master Menu - Employees