Published on
Wednesday, May 15, 2024
Mastering On-Screen Takeoff for Construction Quantity Surveying
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Mastering On-Screen Takeoff for Construction Quantity Surveying
Quantity surveying in the construction industry involves complex measurements and calculations to ensure materials are allocated accurately and efficiently. On-Screen Takeoff (OST) by ConstructConnect offers a powerful solution to streamline this process. Let's dive into how you can become a maestro with this tool, from the basics to advanced features.
Getting Started with On-Screen Takeoff
Installation and Initial Setup
Download and Install OST:
- Visit the ConstructConnect website.
- Follow the provided instructions to download the installer.
- Run the installation file and complete the setup wizard.
Initial Configuration:
- Launch the OST application.
- Navigate to
File > Settings
to configure your preferences. - Ensure your project documents are stored in an easily accessible location.
Importing Plans
Supported Formats:
- OST supports PDF, TIFF, DWG, and several other formats. For optimum performance, ensure your plan files meet the recommended resolution and size specifications.
Import Process:
- Go to
File > New Project
to create a new project. - Click
Import Plans
and select the relevant files from your computer. - Organize the plans in folders and label them for easy identification.
- Go to
Basic Takeoff Operations
Defining Areas and Lengths
Tools Overview:
- Use the
Area Tool
to define surface areas for materials like flooring and painting. - The
Linear Tool
is essential for measuring lengths of materials such as piping or wiring.
- Use the
Creating Takeoff Items:
- Select the desired tool from the toolbar.
- Click to place the start and end points for linear items or perimeter points for area items.
- Double-click to finish the placement, and name the item accordingly.
Applying Annotations and Notes
Adding Notes:
- Use the
Notes Tool
to place annotations directly on the plan. - Access various styles and formats for clear communication.
- Use the
Highlighting Important Areas:
- Utilize the
Highlight Tool
to mark significant sections, aiding in visual distinction.
- Utilize the
Advanced Features and Best Practices
Utilizing Condition Types
Custom Conditions:
- Create custom condition types via
Condition > New Condition
. - Assign colors, line types, and formulas to tailor the condition to specific materials or labor requirements.
- Create custom condition types via
Group Management:
- Manage complex projects by grouping similar condition types.
- Navigate to
Condition > Groups
and organize conditions based on project phases or material types.
Integrating with Other Software
Exporting Data:
- Export takeoff data to popular software like Microsoft Excel.
- Go to
File > Export > Excel
and configure the export settings.
Integration with Estimating Software:
- OST integrates seamlessly with ConstructsConnect’s estimating tools. This synergizes your takeoff data with cost estimation workflows.
Leveraging Reporting
Generating Reports:
- OST features robust reporting options. Navigate to
Reports > New Report
. - Customize the report to display specific takeoff data, such as quantities and conditions.
- OST features robust reporting options. Navigate to
Automation:
- Save and schedule regular reports to keep stakeholders updated without manual intervention.
Tips and Tricks
Keyboard Shortcuts:
- Familiarize yourself with OST's keyboard shortcuts. This can significantly speed up your workflow.
Consistent Naming Conventions:
- Develop a consistent naming strategy for conditions and projects, making search and retrieval more efficient.
Regular Backups:
- Periodically back up your OST projects to secure data integrity and prevent loss.
Conclusion
On-Screen Takeoff revolutionizes the way quantity surveying is conducted in the construction industry. Whether you're just starting or looking to refine your skills, these tutorials and best practices will ensure you leverage the full potential of OST. Dive in, explore, and witness the transformation in your project management efficiency!
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