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Table of Contents

OST Webinar Outline

Views: 162 Last Updated: 04/29/2022 07:51 am 0 Rating/ Voters
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Creating New Bid

  • Cover Sheet
  • Load Images
    • Auto Add Images
    • Insert New Image Page
    • Duplicate Image

Image Tab

  • Layout / Navigation
  • Keyboard shortcuts
    • Control key & mouse wheel – Zoom
    • Alt key – Pan
    • Space bar – Toggle back and forth from Select tool to Takeoff tool
  • Setting / Calculating Scale

Performing Takeoff Using Conditions

  • Linear Takeoff
    • Continuous mode
  • Area Takeoff
    • Snap Angle
  • Count Takeoff

Efficiency Tools

  • Copy/paste takeoff
  • Duplicating conditions
  • Multi‐Condition Takeoff
  • Reassigning takeoff objects
  • Bid Areas
  • Takeoff and Worksheet Tabs
    • Right-click to group
    • Printing and exporting

Review and Maintain Work Pipeline

  • Color scheme for due dates

Database Maintenance and Management

  • Creating Databases
    • Backup settings
  • Open Databases
    • Size – limited to 40,000KB and lower
    • Compact/Repair
  • Synchronizing Databases


  • Click Tools > Options

General tab

  • Uncheck “Connect linear takeoff”
  • (Optional) Check “Use full-window crosshairs for mouse takeoff”
  • Uncheck “Restrict lateral movement of linear objects”
  • Uncheck “Enable auto dimension lines”
  • Check “Enable Automatic continuous mode”

OST - Options Dialog Box - Training example

Additional Resources

  • User Guide – press F1 for shortcut to targeted help
  • Training Videos
  • How Do I?
  • Request Support
  • Request a Feature


Helpful Links

On-Screen Takeoff Training Part 2


¿Necesita entrenamiento en español?


Link to Training Survey


American Society of Professional Estimators (ASPE)


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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