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OST - 01.05 Working with OST - the Program Menus

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There are ten menus running across the top of the On-Screen Takeoff application window: 

  • File - opening databases, printing, importing
  • Edit - copy-paste, delete, select, scale, and page naming
  • View - turn on/off various toolbars and dockbars, navigate pages, adjust zoom
  • Tools - various takeoff and annotations tools, takeoff mode options, and program options and user preferences
  • Image - adjust how the program displays your plans, select/adjust overlays, convert non-tiff plans to tiff
  • Bid - access the Cover Sheet, show bid and typical areas dialog boxes, renumber Conditions, refresh Excel or Quick Bid
  • Master - access various Master lists (reusable data sets)
  • Digitizer - configure a hard board or roll-up GTCO digitizer
  • Training - access training resources such as training videos, this user guide, and the "How Do I...?" request form
  • Help - access support resources such as this user guide, the Support and Feature Request forms, and program version info

Many menu options are repeated in the various toolbars. If a menu selection has an Icon (Picture) next to it - there is a toolbar button available for that command - toolbars are covered in the articles that follow.

Note
If you used a previous version of On-Screen Takeoff, you may be asking, "Where did the "Request a Feature", "Request Support", and "How Do I...?" buttons go?"  Don't worry - we simply moved them to the Training and Help Menus, where they belong - we still value your feedback, suggestions, and look forward to providing outstanding Training and Technical Support!

The name of the current Bid and database always shows in the Title Bar of the application along with the name of the product, On-Screen Takeoff Pro (licensed) or On-Screen Takeoff PlanViewer (unlicensed).

Shortcuts
There are shortcuts for many actions! These save time and increase efficiency - see Related Articles for more information.

The File Menu

The File menu provides options to open and/or create Bids, Databases, Alternates, and Change Orders., import and export Bids, access printer functions and setup, and open the Check Authorization screen where you can manage product licenses.

ButtonOptionsSub-OptionShortcut KeyWhat it does/How it is used...
New  > Condition<Insert> Creates a new Condition (active only from the Image Tab)
 BidCreates a new Bid
AlternateCreates a new Alternate
Change OrderCreates a new Change Order
FolderCreates a new Folder on the Bids Tab or in the Conditions Window
DatabaseCreates a new empty Database
Open<Ctrl> + <O> Launches the Open Database dialog box to open/close/manage available databases
 Close Closes the selected Database
 ImportImports a Bid Package or Takeoff File
 Export... > To Takeoff File Exports the current Bid to a Takeoff file (.ost file)
 To Bid Package Exports the current Bid to a Bid package (.osp file) - this option is only available to licensed users
 Page Setup Accesses printer options for layout, orientation, etc.
Print Preview   Preview the print job
Print<Ctrl> + <P> Send current preview or Tab to a printer
 Check Authorization Opens the Authorization dialog box
Exit <Alt> + <F4> Exits the program. When exiting the program and there are multiple databases open or a very large database open, it may take several seconds for the database(s) to be correctly closed. Bid Locks will be removed when the databases are completely closed.

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The Edit menu

The Edit menu provides access to basic editing commands (such as copying and pasting, selecting objects, and setting scale). Product-specific options are explained, common options (such as copying/pasting) are assume to be understood.

ButtonNameShortcut KeyWhat it does/How it is used...
Undo<Ctrl> + <Z> Undo the last takeoff action  (very limited function).

Changes to the database (editing Master tables) cannot be undone with Undo. Also, Deleting Pages, Conditions, Zones, or Typical Groups cannot be undone.

Redo ReDo the last undone action (active when the UnDo function was used)
Duplicate<Ctrl> + <D> Creates a duplicate of the selected object and places it in the same location automatically. Duplicating applies to Bids, Conditions, Styles and Style Sets when selected.
 Copy Current View  Copies current view to the Windows Clipboard for pasting in a different application like an e-mail or a document
 Copy Selection  Copies selection made with roping as a bitmap for pasting in a different application. Select this option, then draw a box around what is to be copied and then right-click over the selection and select Copy. Then, paste the copied information into a document or e-mail.
Delete<Del><Delete> Deletes the selected item(s) (Bid, Conditions, takeoff objects, or Master table entries)

Warning
Base Bids are moved to the Deleted Bids folder. Master Table entries, Conditions, Typical Groups and Zones, Alternates and Changes Orders, and Pages are immediately and irretrievably deleted. Deleted takeoff objects and annotations can be restored by 'Undo-ing' the action (above) until you navigate away from the Page.
 Select All <Ctrl> + <A> Selects all objects depending on where the last focus was (if it was a Condition, selects all Conditions; if it is on the Image Window, all Takeoff is selected ,etc.)
 Select Objects in Current Area  Selects all objects that are located in the currently selected Area on the page
 Set Scale  Set the scale for the current page

Warning
It is vital that you Set and Verify scale before doing any takeoff. See Related Articles for more information.
 Calculate Scale  Calculates the scale according to a known measurement between two points on the Image or Drawing.
 Rename Page  Opens a dialog box where you can rename the current page and then navigator to the next/previous page to rename that as well.

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The View menu

The View menu provides options for changing your view of the current page, zoom level, and customizing the view of certain windows and toolbars. From the View menu, click Toolbars to see a list of all the available toolbars. Toggle the check mark for a toolbar to show/hide it in the Main window.

ButtonNameShortcut KeyWhat it does/How it is used...
 Toolbars > Show/Hide the various toolbars available in On-Screen Takeoff
Zoom In<+> Zooms in on the current image view in small increments
Zoom Out<-> Zooms out of the current image view in small increments
Zoom Full Page<*> Zooms to a full page view of the current page
Zoom 100% Zooms into a scaled view of the current Image View
Zoom Custom Zooms to a customized percentage set by the user
Next Page<Page Down> Advances to next page in the project
Previous Page<Page Up> Rolls back to previous page in the project
 Go To Page Changes to a specific page in the project
Forward Advances to the next available page in the history of viewed pages - only active if the Back button has been used - works Like the Forward button in an Internet browser
Back Navigates to the last viewed zoom level or page - like the Back button in an Internet browser
Image Legend Toggles the Image Legend on this page On/Off
 Reset Image Legend Resets the Image Legend to its original location and order
Pan Window Toggles the Pan Window On/Off
Layers Window <Ctrl> + <L> Toggles the Layers window On/Off
Condition window  Toggles the Condition window On/Off
 Status Bar  Toggles the Status Bar On/Off
View Window <Ctrl> + <2>Toggles the Named View Window On/Off

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The Tools menu

The Tools menu provides access to various tools used on the Image Tab such as the Takeoff, Annotation, and Zooming tools. The Tools menu also includes important database management tools and dialogs.

There are three sections to the Tools Menu: Main Tools, Takeoff Mode Tools, and Database Management/Options. 

Main Tools

ButtonNameShortcut KeyWhat it does/How it is used...
Select<Spacebar> Changes the mouse pointer to Select Mode - use this tool to select Conditions, takeoff objects, and to select commands/buttons.
Takeoff<Spacebar>Changes the mouse pointer to Takeoff Mode - use this tool to draw takeoff.
Zoom<+>, < ->, <*>Changes the mouse pointer to Zoom Mode - Left-click to Zoom In and right-click to Zoom Out, draw a box around an area of the image to zoom in on it.
Pan Changes the mouse pointer to Pan Mode - use this tool to pan (move) the current view around the page.
Magnify Changes the mouse pointer to Magnify Mode - use this tool to magnify a region of a plan without zooming in.
Dimension Changes the mouse pointer to Dimension Mode - this is an Annotation tool used to place a dimension (reference) line on a page.
Text Changes the mouse pointer to Text Mode - this is an Annotation tool used to place a Text box on the page allowing notation.
Highlight Changes the mouse pointer to Highlighter Mode - this is an Annotation tool used to place a Highlight box on the page.
Callout Tool Draws a text box with an attached arrow to draw attention to something important on the plan (defaults to red)
Arrow Tool Draws a single-ended arrow (defaults to red)
Line Tool Draws a line (defaults to red)
Rectangle Tool Draws a rectangle (defaults to red)
Oval Tool Draws an oval (defaults to red)
Freehand Tool (Polygons) Allows an estimator to click several points surrounding a region of the plan and draws a border around the region (defaults to red)
Cloud Tool Allows an estimator to click several points surrounding a region of the plan and draws a cloud around the region (defaults to red)
Hot Link Changes the mouse pointer to Hot Link Mode - this is an Annotation tool used to place a Hot Link on the page.
Named View Changes the mouse pointer to Named View Mode - this is an Annotation tool used to create a Named View on the page.

Takeoff Mode Tools

ButtonNameWhat it does/How it is used...
Continuous ModeChanges the mouse pointer to Continuous Mode. This is a tool used to takeoff multiple segments of a linear object when the beginning of each new segment starts where the previous segment ends.
Backout ModeChanges the mouse pointer to Backout Mode. This is a tool used to create a backout within area-based takeoff.
Align GridChanges mouse pointer to Align Grid Mode. This tool aligns the grid, allowing for portions of the grid to show complete blocks in the grid for more accurate count calculations.
Auto CountActivates the Auto Count function.

Database Management and Options

Option/SelectionWhat it does/How it is used...
Synchronize Databases... Allows user to copy all or some of a selected source database tables to a target database (does not copy any Bids).
Empty Deleted Bids Folder... Empties all deleted Bids from the Recycle Bin. Works in exactly the same way that Windows Recycle Bin works. Bids that have been deleted, reside in the Empty Deleted Bids folder until the Deleted Bids folder is emptied.
Options... Open the Options dialog for modifying defaults and preferences for the application.

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The Image menu

The Image menu provides access to various Image manipulation tools. Images may be darkened, rotated, inverted and enhanced. There is also an option to convert images to TIFF format. Sometimes, files provided by an Architect can be of such complexity that rendering the image causes performance issues - converting these files to TIFF images is a great way to improve application performance. It is recommended to convert to tiff before drawing any takeoff, exporting a Bid, or sending a Bid via e-mail or Project Express.

Note
Adjusting image(s) in On-Screen Takeoff only affects the way the program displays the image(s), it does not actually edit the image file. However, when you resize or modify an Overlay, On-Screen Takeoff creates a copy of the original file and does save changes to that copy.

NameWhat it does/How it is used...
Adjust ImagesAdjust the image properties on a single page or all pages - allows darkening, enhancing, etc
Darken Adjusts the darkness of the image
Enhance Auto adjusts (enhances) the lines in the image that may have missing dots or inconsistent patterns
InvertReverses (inverts) the black on white properties for the image
BitonalTurns a color image into a black and white (bitonal) image can make drawing takeoff easier
Rotate/FlipContains commands for rotating and flipping both takeoff objects and images that are displayed on the Image Tab
DeskewAllows manual alignment of the plans to a drawn horizontal reference
Select Overlay ImageCreates a link for an Overlay Image file and specifies it at the Bid Cover Sheet for that page
Align Overlay ImageAllows manual alignment of the Overlay Image with the Original Image
Remove Overlay ImageRemoves the Overlay Image from the project
Show Original ImageToggles the Original Image to be visible or not
Show Overlay ImageToggles the Overlay Image to be visible or not
Convert Current Image To TIFFConverts the image in view to TIFF.

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The Bid Menu

The Bid menu provides access to several Bid configuration commands and Bid level functions.

Option/SelectionButton/IconWhat it does/How it is used...
Show Cover SheetDisplays the Cover Sheet of the current Bid
Show Areas Displays all building Areas used in the current Bid
Show Typical Areas Displays the Typical Areas dialog box (if Typical Groups are used, this option is disabled)
Renumber Conditions Renumbers the Conditions in the Conditions Window based on the current sort order.
This cannot be undone!
If you are using the program interactively with your estimating program, the Conditions in your estimating program will also be renumbered.
Refresh Worksheet(or press F9) Refreshes data linked to Microsoft Excel

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The Master Menu

The Master menu provides access to the master records tables in the current database. Master database tables hold information available to all Bids in the database.

The items in the Master menu are also referred to as Master menu or Master Database tables.

Option/SelectionWhat it does/How it is used...
EmployeesClick to pull up the Employees table of the database. Employees can be used to assign rights to certain employees and sort/organize the Bids Tab.
Job StatusesClick to pull up the Job Statuses table. This table includes all the defined Job Statuses within the database that can be used to the track current status of a job as well as lock jobs that are in a certain status.
Condition TypesClick to pull up the Condition Type table of the database. Used to separate and group conditions logically by Condition Type.
Style Library and SetsClick to pull up the Style Library and Style Sets dialog box. This dialog allows you to view and modify Styles (saved Conditions) and Style Sets (groups of saved Conditions)
Default LayersClick to pull up the Default Layers table of the database. Default layers are automatically added to every future job.

Masters are covered in Related Articles.

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The Digitizer menu

The Digitizer menu provides access to manage the Digital Takeoff Table™ and/or other digitizer settings and driver information.

Option/SelectionWhat it does/How it is used...
Use Digital Takeoff Table™Allows On-Screen Takeoff to interact with On Center Software's Digital Takeoff Table™
User DigitizerAllows On-Screen Takeoff to interact with a standard GTCO (or Compatible) digitizing board.
Place Template...Takes input from the user to designate where the mouse template is located on the digitizer board.
Set Takeoff Area...Takes input from the user to designate where the upper left and bottom right corner of the blueprints are in relation to the digitizer board.
Digitizer InfoDisplays information about the digitizer currently installed.

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The Training Menu

The Training menu provides access to online resources such as the Training Videos, this User Guide, and a form where you can submit a "How Do I...?" request to our Training Department.

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The Help Menu

The Help menu provides access to the online Program Help files (On-Screen Takeoff Help - <F1>), the ability to request Support and Features, view Frequently Asked Questions, and the version of On-Screen Takeoff (About On-Screen Takeoff...).

Note
The Training and Help menus provide quick access to Online Resources that open in your computer's default Internet browser and require an active Internet connection.

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Product documentation (user guides) describes functionality in the latest version of each major release and may not match the functionality in the version you are using. Please check the Product Information and Downloads pages by clicking one of the product buttons above.

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