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OST - 11.02.03 Using Page Folders in the Cover Sheet to Organize Your Plans by Discipline

Views: 1339 Last Updated: 12/29/2022 09:37 am 0 Rating/ Voters
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When you are working on large projects, the Cover Sheet Pages grid can become a bit intimidating (when you have 500, 1000, or 5000 images, for example). You can use Page Folders to organize your plans by area, section, revision/set, or any other logical division - however you choose to group your pages.

When you use the Auto Name function, you can set "Discipline" on each Page - Disciplines become Page Folders in the Cover Sheet.

Creating Page Folders

For a very simple example, we're going to organize some of our Pages into folders based on the Floor to which they are related (Floor 1 and Floor 2)

Open a Bid's Cover Sheet.

In the Pages grid, click the New Folder button as shown below.

OST Cover Sheet Plan Organizer grid

Your first folder is always put at the very top of the grid and named "New Folder".

OST Cover Sheet Plan Organizer grid

To rename your folder, just start typing, if you've clicked off the folder, just click it once and start typing.

Folder names are limited to 50 characters.

OST Cover Sheet Plan Organizer grid

Click the Add New Folder button again.

OST Cover Sheet Plan Organizer grid

You may be asking "Why did OST create my folder in the wrong place? The answer is that when a Page Folder is selected (like our "Floor 1" folder), the user intends on creating a sub-folder.

To create a new Page Folder at the same level as "Floor 1", we need folder, click on a Page that is at the same level. Because we haven't moved any Pages into Page Folders yet, we can just select any Page in the grid.

OST Cover Sheet Plan Organizer grid

Now click the Add New Folder button.

OST Cover Sheet Plan Organizer grid

Note, the New Folder (2) is placed at the same level as "Floor 1". We can now rename it to "Floor 2".

If you accidentally create a sub-folder, just drag it to the top of the Grid, it will nestle below the current folder(s) in the list. You can also simply delete the incorrectly created Page Folder by clicking on it and clicking the delete button at the bottom of the Pages tab.

Moving Pages into Folders

Once the folder into which you want to move some pages is created, simply select the page (or pages) and drag-n-drop them into the folder.

This does not affect the physical location of the image files, it only changes how the list of images is presented in On-Screen Takeoff.

OST Cover Sheet Plan Organizer grid

When you are done, your image grid should be logically organized, in our example, by project Area, then set (Overlays).

OST Cover Sheet Plan Organizer grid

OST Cover Sheet Plan Organizer grid

This folder structure carries over to the Image Tab's Page Navigator drop-down:

OST Image Tab Page Navigation drop-down

Expanding and Collapsing Page Folders

There are expand/collapse controls on each folder in the Pages grid.

There are also Expand/Collapse All buttons below the Pages grid.

OST Cover Sheet Plan Organizer grid

Note
Expanding/Collapsing on the Cover Sheet does not affect the Page Navigator on the Image Tab.

click here to view the previous article Collating Pages What is the Cover Sheet's Image Folder? click here to view the next article



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