About the CostLink/AE Display
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1. column headings The mouse pointer turns into a double arrow 2 Click and drag to resize the column To autosize rows Autosize is a toggle that changes the height of all rows When Autosize is on the default all the information in the description field is displayed When off only the first line of the description is displayed e Point to any row in the sheet panel and click the right mouse button Choose Autosize Rows from the context menu e This command acts as a toggle Choose it again to turn Autosize back on BSD CostLink AE User Manual Chapter 3 About the CostLink AE Display To sort data in the sheet panel You can sort the folders or tasks in ascending or descending order based on any column of information e Click on the heading for the column you want to sort by The folders and or tasks are sorted in ascending order by that column Click again to sort by descending order To freeze the display at a column As with a spreadsheet you can freeze the sheet panel so that certain columns of information remain displayed while you scroll right or left 1 Right click on any folder or task in the column of information that you want to freeze A context menu opens 2 From the context menu choose Freeze Columns to name of the column This command is a toggle Choose it again to Unfreeze the column BSD CostLink AE User Manual 43 Chapter 3 About the CostLink AE Display Online Help BSD CostLink AE inc2. Chapter 3 About the CostLink AE Display BSD CostLink AE provides some flexibility in how data is displayed You can configure the display of projects and resource views using multiple panels windows and tabs This chapter explains how to Configure panels and windows Recognize icons on the tree and sheet panel Control the information in the tree and sheet panel Customize the toolbars Use the online Help BSD CostLink AE User Manual 37 Chapter 3 About the CostLink AE Display Configuring Panels and Windows 38 BSD CostLink AE displays your estimates assembly resources and unit price resources in database windows within the main program window and in panels within these windows The default display for each window is with the Tree Panel on top and the Sheet Panel on the bottom BSD CostLink AE Firestation Sample Project E loj x 25 File Edit view Tree Insert LinkMan Tools Window Help lej x Osea Sarl See xX ASSCIDA th 2e Snsle Firestation Sample Project ae Firestation Sample Project H 3 GENERAL REQUIREMENTS H E BUILDING H E SITEWORK a Unassigned Tree Panel Description Quantity OM Unit Cost Bare Cost Tatal Cos BUILDING 85 00 E SITEWDRK DY Sheet Panel Sheet contains 0 Tasks CAPS NUM INS CostLink AE default display To change the display of the panels use the following commands e To arrange the panels side by side choose View
3. D CostLink AE displays many icons in the Tree and Sheet panels to identify the kinds of data and its position and status in the database Tree Panel Icons Folder Indicates that the item is a folder Plus sign Indicates that the folder has folders below it in the hierarchy that are not currently displayed The view is collapsed Click the plus sign to expand the view Minus sign Indicates that the folder has folders immediately below it which are already being shown The view is expanded Click the minus sign to collapse the view Folder Task Indicates that the folder has tasks assemblies or line items directly inside it To view the tasks click on the folder and the tasks will show in the Sheet panel k Notes Indicates that the folder has Notes attached to it To view the notes click on the folder and then click the Open the Notes form button on the toolbar a i Folder with Link The green Excel icon in the upper right corner indicates that the quantity of the folder is linked to the quantity of the parent folder or to Excel Linking to Excel automatically inserts a note as indicated by the blue in the bottom left See Chapter 7 for information on linking 40 BSD CostLink AE User Manual Chapter 3 About the CostLink AE Display Sheet Panel Icons Folder Indicates that the item is a folder Ce Folder Task The item is a folder with tasks directly inside it To view the tasks click on the folder in the
4. Tree panel and the tasks will display in the Sheet panel i Folder with Link The green Excel icon in the upper right corner indicates that the quantity of the folder is linked to the quantity of the parent folder or to Excel Linking to Excel automatically inserts a note as indicated by the blue in the bottom left Assembly The item is an assembly fa a Assembly Note The assembly has a note as indicated by the blue in the bottom left BEE Assembly with Link The green Excel icon in the upper right corner indicates that the quantity of the assembly is linked to the quantity of the parent folder or to Excel Linking to Excel automatically inserts a note as indicated by the blue in the bottom left Line Item The item is a line item Line Item Note The line item has a note as indicated by the blue in the bottom left Line Item with Link The green Excel icon in the upper right corner indicates that the quantity of the line item is linked to the quantity of the parent folder or to Excel Linking to Excel automatically inserts a note as indicated by the blue in the bottom left ig wf Working with the Tree Panel The Tree Panel shows the hierarchy of data in the project or resource window illustrated as a tree structure of folders BSD CostLink AE gives you options for configuring the display of the Tree Panel Expanding and Collapsing the Tree To expand the view of any collapsed folder e Click on the plus sign
5. bbreviation list is also available as appb abbreviations doc on the BSD SoftLink CD in the AE_Doc folder Search Tab The Search tab is used to conduct a full text search of all Help topics Use the Search tab if you cannot find the Help you need using the Contents or Index tabs To access the Search tab choose Help gt Search for Keyword in Help To Search follow the instructions on the tab E BSD CostLink AE Help Oj x Ff amp Hide Back Print Options Contents Index Search Type in the keyword to find abbreviations List Topics Cost Summary Tab Summary Information Di R S Means Abbreviations Symbols in A 5 Means To search using the Find dialog box Using Find Symbols in RS Means Percent Approximately AE Phase fa At Pound Number Select Topic to display Less Than gt Greater Than For a printable list of all saalisti Sed in the Assemblies and Unit Prices resource windows download Appendix B of the CostLink amp E User Manual from Building Systems Design Inc s website Click on Support and then User Manuals The R S Means salsa list is also available az appb sale eis doc onthe BSD Sottlink CD inthe SE_Doc folder BSD CostLink AE Help Search Tab 46 BSD CostLink AE User Manual
6. beside the folder To collapse the view of any expanded folder e Click on the minus sign I beside the folder BSD CostLink AE User Manual 41 Chapter 3 About the CostLink AE Display To expand a branch to show all folders in that part of the project or resource window 1 Position the cursor in any part of the branch 2 Click the Expand Branch toolbar button l You can also right click on a folder in the branch and choose Expand Branch from the context menu To expand the tree to show all folders e Click the Expand All toolbar button fa To show folder tags of folders in the Tree Panel e Choose Tree gt Show Folder Tags Or click the Show folder tags button on the toolbar al This command acts as a toggle Click it again to turn off the folder tags To show summarized cost information In the project window you can show summarized costs for each folder in the tree panel e Choose Tree gt Show Data in Tree Or click the Show folder data in tree button on the toolbar This command acts as a toggle Click it again to turn off the data display Working With the Sheet Panel 42 The Sheet Panel shows the folders or tasks that are one level below the folder selected in the Tree Panel Information about the folders or tasks is displayed in a spreadsheet format BSD CostLink AE lets you modify the way the information is displayed To change the width of a column 1 With the mouse point to the border between two
7. d in overjen Microsoft Word Adobe Acrobat create pdf files from CostLink AE reports aecLMD at mdb archiving files arranging the tree and sheet panels If someone wants you to email an electronic copy of the arranging windows estimate and they have CostlinkiSe you can use the File assemblies gt Save to Compressed feature to create a zipped file that about estimating with you can attach to an email They can then open the about the supplied estimate in SE make edits and send it back attach notes 2 If you own the full version of Adobe Acrobat you can attach pictures to hoose Acrobat as your printer in the Print Setup dialog buttons on assemblies Form S box available on the File menai Print to the Acrobat printer to generate pdf files instead of using the Export button in the Preview window j BSD CostLink AE Help Index Tab Index Tab The Index tab is used to search Help by keywords for each topic To access the Index tab from the Help menu choose Use Index for Help On or click the Index tab on any Help window To Search by Keyword follow the instructions BSD CostLink AE User Manual 45 Chapter 3 About the CostLink AE Display RS Means Abbreviations and Symbols For a printable list of the abbreviations used in the Assemblies and Unit Prices resource windows download Appendix B of the CostLink AE User Manual from Building Systems Design Inc s website Click on Support and then User Manuals The R S Means a
8. gt with Vertical Panels e To return to the default display choose View gt with Horizontal Panels Configuring Multiple Windows You will often have multiple windows displayed in BSD CostLink AE to show your estimate and resource windows at the same time or to show multiple estimates at the same time This allows you to copy folders and tasks into your project from resource windows and other projects BSD CostLink AE User Manual Chapter 3 About the CostLink AE Display When you have more than one window displayed use the following menu and toolbar commands to arrange the windows e To tile windows vertically click the Tile windows vertically toolbar button ml or choose Window gt Tile Vertically e To tile windows horizontally click the Tile windows horizontally toolbar button El or choose Window gt Tile Horizontally e To cascade the open windows click the Stack windows in cascade toolbar button B or choose Window gt Cascade Windows Tips For Using Tile and Cascade e When you choose one of the Tile or Cascade options the currently active window will be on the left if you choose Tile Vertically or on the top if you choose Cascade or Tile Horizontally If you want a different window on the left or top make the desired window the active window by clicking its title bar and choose the Tile or Cascade command again e f you minimize a window it will not be tiled or cascaded e When you have multiple estima
9. individual topics by viewing the topic clicking Options and choosing Print E BSD CostLink AE Help i joj x mo g Hide Back Print Options Contents Index search Creating Electronic Copies of Reports Type in the keyword to find Acrobat Reports can be exported to a number of file formats using the Export TEE button in the Print Previews window Exported files can be emailed to abbreviations individuals who do not have CostlinkwSe saved as archive copies meanings of in resource windows of estimates published on websites or edited symbols Some of the more popular export options include about aecLinkM ar about CostLink ASE about linking to Excel Acrobat Format POF can be opened and viewed in about the supplied assemblies and line iternm Acrobat Reader which can be downloaded for free from access keys Adobe Acrobat s website www adobe com PDF files emissions dialog box can be minimally edited in the full version of Adobe Acrobat which it available for purchase at the same create pdf files from CostLink amp E reports WebSite adding costs ae adding direct casteta theestmale Excel CALS can be opened and edited in Microsoft Excel adding folders Formulas do not export just text and dollars adding general project information Rich Test Exact Format can be opened and edited in any adjustments word processor except WordPerfect 5 1 adding ee cost summary tab Word for Windows Format can be opened and edite
10. ludes an online Help system IEP BSD Costlink AEHelp I es Hide Back Print Options BSD CostLink AE Toolbar The toolbar is displayed at the top of the BSD CostLink 4E program window just below the menu bar You can turn the toolbar on and off using the Toolbars command on the View menu Contents Index Search BSD CostLink AE Overview About the R S Means Data Estimating With Assemblies Using Help gt The BSD CostLink AE Display QG Toolbar and Menu Commands BSD CostLink AE Toolbar g Step By Step Instructions te Projects Tools and Techniques HOTE You can change and arrange the buttons shown on the BSD CostLink 4E toolbar For instructions see Customizing the Toolbar DDE Fe EE Create a new project Displays the New dialog box which you use to select a template for BSD CostLink AE to use as the basis of the new project For more information see Creating a New Project fe LE LF Open recently used projects dialog Displays the Recently Used dialog box which you can use to select from recently used projects You can also click Browse to search for and open other projects that are not visible in the Recently Used dialog box For more information see Opening a Recently Used Project ua Close Closes the currently active project along with its resource views Print selected report Opens the Print Setup dialog box and allows you to print the rep
11. ort s as currently selected and formatted in the Reports dialog box Print selected report to preview window Displays a preview of the reports as currently selected and formatted on the Reports dialog box ial Select and format reports Displays the Reports dialog box for selecting and formatting reports For more information see Creating Reports Find Displays the Find In dialog box for finding information in the current project or resource view For more information see Using Find Recalculate the current project Causes BSD CostLink AE to recalculate the estimate Not available when the current window is a resource view a 2 Cut Removes the currently highlighted folder or task assembly or line BSD CostLink AE Help Contents Tab Contents Tab The Contents tab is similar to the table of contents in a book Each book icon represents a subheading in the Help file Each page icon represents a topic To access the Contents tab 1 Choose Help gt Contents The Contents tab opens 2 Select a book and double click it to view more topics 44 BSD CostLink AE User Manual Chapter 3 About the CostLink AE Display To access a topic select any page icon To print a topic or range of topics select any book or page icon and click the Print button Windows Help displays the Print dialog box Click OK Windows Help prints the selected topic or the selected heading and all subtopics Print
12. tes open the prompt on the bottom left of the screen displays the drive path and filename of the currently active project This is true whether the project window is active or one of its resource windows e When you have multiple windows open the bottom of the Window menu lists all the open windows The currently active window is marked with a checkmark To make a different window active click on the window or choose it from the Window menu Choosing Single or Multiple Tabs By default BSD CostLink AE divides the display of each project and resource window into multiple tabs one tab for each main division as represented by the folders at Level 1 You can show all of the folders on a single tab e To display all folders on one tab click the Use single tab for tree button on the toolbar or choose Tree gt Use Single Tab Fire Station Sample Project H 2 FIRE STATION H E SITEWORK Unassigned CostLink AE display with all data on a single tab BSD CostLink AE User Manual 39 Chapter 3 About the CostLink AE Display e To display the folders on multiple tabs click the Use single tab for tree button on the toolbar or choose Tree gt Use Single Tab again The Use Single Tab command and button are toggles FIRE STATION siTEWORK FIRE STATION H E SUBSTRUCTURE H E SHELL H E INTERIORS H E SERVICES EF Unassigned CostLink AE display with data on multiple tabs Icons On the Tree and Sheet Panels BS
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