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

1. 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.

2. 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

1. 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.

2. 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.

Basic Takeoff Operations

Defining Areas and Lengths

1. 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.

2. 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

1. Adding Notes:

   • Use the Notes Tool to place annotations directly on the plan.
   • Access various styles and formats for clear communication.

2. Highlighting Important Areas:

   • Utilize the Highlight Tool to mark significant sections, aiding in visual distinction.

Advanced Features and Best Practices

Utilizing Condition Types

1. 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.

2. 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

1. Exporting Data:

   • Export takeoff data to popular software like Microsoft Excel.
   • Go to File > Export > Excel and configure the export settings.

2. Integration with Estimating Software:

   • OST integrates seamlessly with ConstructsConnect’s estimating tools. This synergizes your takeoff data with cost estimation workflows.

Leveraging Reporting

1. 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.

2. 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!