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On-Screen Takeoff - 13.01 A Detailed Look at the Worksheet Tab - OST

Views: 1197 Last Updated: 11/26/2024 06:56 am 0 Rating/ Voters
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The Worksheet Tab displays totals for all Conditions in the current Bid and is setup to allow very basic cost estimating. You can also use Excel or Quick Bid to price your Bid, the options are discussed in the articles that follow.


The Worksheet Tab shows you cumulative results for every Condition (used or not) in the Bid (you can enter values manually for Conditions without takeoff).

The On-Screen Takeoff Worksheet Tab

Key Components and Functionality

If you haven't used a Condition to draw takeoff, you can enter a known value on the Worksheet Tab. See Related Articles for details.

The green columns are for basic cost estimating for Material, Labor, and Sub-contractor expenses. On-Screen Takeoff uses these values and Quantity 1 to calculate the Total column. To use a different value, change the Results specified in the Condition Properties.

To rearrange the columns select the header of the column to move and drag the column to the desired location.

To resize a column, click and hold on either side of the column header to bring up the Resizing icon ALT TEXT. When the Resize icon comes up, drag the edge of the column to the left or right to achieve desired width.

Click the checkbox for "Hide conditions with no Quantity" if you want the program to hide all the unused Conditions in your bid (those with "0" values).

Deleting and Updating Conditions from the Worksheet Tab

You can modify and delete Conditions from the Worksheet Tab (see the next article for details on the Context Menu).

Warning

Deleting a Condition is permanent and immediate (cannot be 'undone'). Deleting a Condition deletes all takeoff associated with that Condition throughout the Bid.

If you simply want to hide Conditions that haven't been used (yet), click the "Hide conditions with no Quantities" checkbox.


Warning
Do not rearrange the green columns on the Worksheet Tab used to calculate Material, Labor, Subs, or Total costs. These columns are dependent on the location of the other columns to calculate correctly.

Saving Worksheet Tab Pricing
When you save a Condition as a Style, its Worksheet Tab pricing (if you are pricing your Bid using the Worksheet Tab, of course) is not saved with the Style. We recommend using Template Jobs if you regularly use the same Conditions and Worksheet Tab pricing for your jobs. See Creating Template Jobs for details.

click here to view the previous article How Repeating Page are shown on the Takeoff Tab The Worksheet Tab Context Menus click here to view the next article



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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