ChangeOrder 11 Getting Started Guide.book

Transcription

Accubid Software Solutions
changeOrder
version 11
Getting Started Guide
A DIVISION OF TRIMBLE
Accubid ChangeOrder 11 Getting Started Guide
April 2011
First Edition
First Printing
Printed in Canada.
© 2005 - 2011 Accubid Systems. All rights reserved.
No part of this publication may be reproduced, stored in a retrievable system
or transmitted in any form or by any means, electronic or mechanical, for any
purpose, without the express written permission of Accubid Systems.
Information in this document is subject to change without notice. Companies,
names, and data used in examples are fictitious. Screen examples may not be
exactly as shown.
Accubid, ChangeOrder, and ChangeOrder Pro are registered trademarks of
Accubid Systems.
Windows, Internet Explorer, MS Project, and Excel are trademarks of Microsoft.
All other product names are trademarks of their respective companies.
Table of Contents
About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
About ChangeOrder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
ChangeOrder vs. ChangeOrder Pro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
What’s New in Version 11? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Before You Begin. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Checking Your Package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Installing Your Accubid Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Installing the Network Security Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Installing Additional Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Connecting to a Material Database. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Attaching the Security Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Running Your ChangeOrder Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Using the License Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Installing Additional Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Introducing ChangeOrder Program Screens. . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Screen Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Controlling the Appearance of Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Choosing Screen Themes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Controlling Cell Colors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Resizing Screen Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Sorting Grids. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Using Screen Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Entering Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Displaying Lists and Invoking Dialogs. . . . . . . . . . . . . . . . . . . . . . . . . . 26
Filling a Range of Cells . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Copying Information from Other Applications . . . . . . . . . . . . . . . . . . . 28
Pull-Down and Pop-Up Menus. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Options, Icons, and Shortcuts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Setting Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Editing and Setting Project Defaults. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Setting Company Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Setting Project Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Setting Database Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
What Should I Do Next? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Accessing the Online Tutorial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Where Do I Get Help? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Contacting Product Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
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Table of Contents
ii
ChangeOrder/ChangeOrder Pro Version 11
Getting Started Guide
About This Guide
This guide provides the information you need to:
 install and run your ChangeOrder 11 or ChangeOrder Pro 11 program
 convert jobs from previous versions to Version 11
 check or set the number of licenses available on your network security server
or on your local security device
 familiarize yourself with the ChangeOrder 11 or ChangeOrder Pro 11 screens
 set program defaults
This guide assumes that you have a basic familiarity with the Windows graphical
user interface, and with terms such as click, drag, open, and folder or program
group. If these terms are unfamiliar, you may want to run the Windows online
tour from the Windows Help module. Consult your Microsoft Windows documentation for more information.
Conventions Used
Accubid provides both a ChangeOrder program and a ChangeOrder Pro program.
The differences between them are explained on page 2.
Throughout this guide, whenever you see ChangeOrder program, it refers to both
ChangeOrder 11 and ChangeOrder Pro 11. In cases where a feature applies specifically to one of these programs, it is presented as such.
About ChangeOrder
The ChangeOrder program allows you to effectively manage contract changes,
track change notice status, generate accurate cost data for each change notice,
expedite the approval process, and minimize rejections. It also allows you to:




store unit prices, labor rates, overheads, and markups for each project
view the results immediately when totals changes
produce consistent and professional-looking change notices
send electronic copies of change notices to clients.
As with the other Accubid products, the ChangeOrder program is easy to use,
and it uses the concepts and terminology with which you are already familiar.
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About ChangeOrder
ChangeOrder vs. ChangeOrder Pro
ChangeOrder differs from ChangeOrder Pro primarily in the number of options
available from the Takeoff screen. ChangeOrder has fewer Takeoff options than
ChangeOrder Pro. The following are features specific to ChangeOrder Pro:





Equipment screen
Typical takeoffs
Designations
Hot lists
Specialized takeoff modules (Fixtures, Electrical Heating, Systems, Controls,
Distribution, Ducts and Trays, Branch Conduit and Wire, Feeder Conduit and
Wire, Branch Cable, and Feeder Cable).
 More assemblies in database.
 Labor Adjustments through audit trail breakdowns.
For more information about ChangeOrder Pro takeoff options, refer to the online
help.
What’s New in Version 11?
Version 11 of ChangeOrder and ChangeOrder Pro includes a number of enhancements to extend its power and flexibility. These enhancements include the following:
 On the Totals screen, you can choose to apply user defined adjustments using
progressive range or breakpoint ranges. With progressive ranges, the value to
be adjusted to split up according to the specified ranges, and adjusted separately for each range. With breakpoint ranges, the adjustment is applied to the
entire value according to which range the value falls into
 Duplicate existing typical on Typical Modify dialog (ChangeOrder Pro only)
 Existing Lab Adj % column on Extension screen renamed to Brkdn Fct %
 New Lab Adj % column on Extension screen allows you to specify a percentage adjustment to be applied to the labor hours
 The Rate field on the Direct Labor and Indirect Labor screens will appear
alarmed if the value is less than the Full Cost
 Labor Rate column on Unit Price screen allows you to specify the hourly rate
for the labor
 Ability to rename database from Database Manager
 In Supplier Link, can now change whether a price is accepted and whether a
supplier is enabled from the Results page
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CHANGEORDER/CHANGEORDER PRO VERSION 11 GETTING STARTED GUIDE
Before You Begin
Before you begin installing your ChangeOrder program, you must verify that
your computer meets the minimum system requirements. You should also check
that your product package includes all the necessary items.
System Requirements
The minimum system configuration is summarized in the table below.
Minimum
Processor
Pentium III (32-bit)
Memory
(RAM)
128 megabytes
Free Disk
Space
For installation — 60 megabytes
500 megabytes free disk space on machine.
Note: Windows requires a minimum of 100 megabytes to run
Resolution
1024 x 768 (small fonts)
Operating
System
Windows XP, Windows Vista
Checking Your Package
Your product package should include the following. If you are missing any of
these items, contact Accubid.
 1 Accubid Software Solutions install disk — contains the necessary files for
installing ChangeOrder/ChangeOrder Pro and related components. In addition, the Extras folder on your disk contains:
 Adobe Acrobat Reader — allows you to obtain printable formats of the
online help and this guide which are found in the Documentation folder.
 Documentation folder — contains the printable versions of this guide and
the online help.
 1 security device (new users only) — allows authorized users to access all
features in ChangeOrder/ChangeOrder Pro, including the ability to save,
print, and export.
 1 ChangeOrder/ChangeOrder Pro Getting Started Guide — contains the procedures necessary to install/uninstall and run your ChangeOrder program successfully.
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Installing Your Accubid Software
If you are missing any of these items, please contact Accubid.
Accubid Systems
7725 Jane Street, Concord, Ontario, L4K 1X4
Toll-free Telephone:1+800-361-3030
Telephone:1+905-761-8800 (outside North America)
Toll-free Fax: 1+888-363-5466 (24 hours)
Fax: 1+905-761-1234 (outside North America)
Internet e-mail: [email protected]
Internet Web Site: www.accubid.com
From the Accubid Software Solutions install disk, you can install these program
items:
 ChangeOrder or ChangeOrder Pro 11, and optionally:
 a material database
 the Database Manager module
 the Price Update module
 the Accubid Network Security Server (including the Accubid License
Administrator)
 Accubid Pro 11, BidWinner Plus 11, BidWinner 11, or PowerBid 11 (if you
have purchased a software license for one of these products)
 Time & Material Billing (if you have purchased a software license for this
product)
 cadLive 11 (if you have purchased a software license for this product)
 LiveCount Version 1 (if you have purchased a software license for this product)
Important Notes
 Make sure your computer meets the minimum system requirements before you
proceed with the installation. For more information, see page 3.
 If this is the first installation of an Accubid program on this workstation, you
should complete the installation before attaching the security device. For
instructions on attaching the security device, see page 13.
 If you presently have a previous version of an Accubid ChangeOrder program
installed, you do not have to uninstall it before installing Version 11. After
you have installed Version 11, you may uninstall the previous version.
Throughout the setup process, the Back button allows you to change any previous options, while the Cancel button exits the setup process.
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To install your Accubid software, follow these steps:
1. Log on to your workstation as the workstation administrator (not the network
administrator).
2. Insert the Accubid Software Solutions install disk into your disk drive. Unless
you have disabled the Autorun feature, the Accubid Software Solutions menu
appears.
Accubid Software Solutions menu
If you have Autorun disabled, run your Windows Explorer (right click the My
Computer icon and select Explore), then right click the icon representing your
disk drive, and select Autoplay.
3. From the Accubid Software Solutions menu, click the Install Estimating/
ChangeOrder/Time & Material Billing option. The Welcome screen for the
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Estimating/ChangeOrder/Time & Material Billing installation appears.
Welcome screen
4. Please review the Warnings and Copyright information and then click Next to
continue. The License Agreement screen appears.
License agreement
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5. Read the License Agreement. Click the ‘I accept the license agreement’ button to accept the terms of the agreement then click Next. The Select Features
screen appears.
Select features to install
6. You can choose to install the appropriate program (Estimating, ChangeOrder,
or Time & Material Billing) and related utilities (Accubid Integrator, Database Manager, Price Update, and Supplier Link). To change the installation
state of a program item, click the icon beside it and make your selection from
the drop-down list that appears.
Indicates the program item gets completely installed onto the local
hard drive.
Indicates that the program item and all of its sub-items get installed
onto the local hard drive. The icon only displays if a program item has
sub-items.
Indicates the program item gets completely installed onto the local
hard drive.
Indicates that the program item and all of its sub-items get installed
onto the local hard drive. The icon only displays if a program item has
sub-items.
Indicates that the program item will only be installed if it is required.
Indicates that the program item does not get installed.
To change the default folder in which the component will be installed, click
the Browse button while the component is selected.
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7. Click Next from the Selected Features screen. The Industry and Country
Selection screen appears.
Select your industry and country
8. Select a country (USA or Canada), select an industry, and, for electrical databases only, select a Unit of Measurement (Imperial or Metric). You can also
indicate whether you want to install the appropriate material database (based
on your selections) at this time.
 If you choose not to install a material database at this time, you can
install a material database following installation. For more information,
see page 12.
You can also install the Accubid Network Security Server (along with the
License Administrator utility) as part of this installation by clicking on the
Network option under Accubid Security. If, instead, you click on Local, the
License Administrator will be installed without the Network Security Server.
 If you choose not to install the Network Security Server at this time, you
can install it following installation. For more information, see page 10.
9. Click Next to continue. If the installation program detects the previous version of an Accubid Estimating, ChangeOrder, or Time & Material Billing
program installed on your computer, a Convert Jobs screen will appear. From
this screen, you can choose whether to convert version 10 job files to the new
version 11 format during installation.
 If you choose not to convert jobs during the installation process, you can
convert them later by running the appropriate conversion program from
Start >> Programs >> Accubid >> Utilities.
8
Click the appropriate Yes or No button(s), then click Next to continue. The
Ready to Install screen appears.
If the installation program does not detect the previous version of an Accubid
program, the Ready to Install screen will appear immediately.
Select your final installation preferences
10. From the Ready to Install screen, click to Next to begin installing the features
you selected.
11. If you had chosen to convert your Version 10 jobs, one or more job conversion dialogs will appear, prompting you to select one or more job folders containing the jobs to be converted. After selecting the job folders and clicking
on OK, you can select the individual jobs to be converted from the next dialog that appears. After selecting the jobs to be converted, click on Convert to
begin the conversion process.
 Each time you convert a previous version job, a new job gets created. The
converted ChangeOrder projects will have a .CO11 extension, and the
jobs within those projects will have a .CN11 extension.
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12. Once the selected program features have been installed, the Successful Installation screen will appear.
Installation successfully completed
13. Click the Finish button to close the installation program.
You can now:
 Attach your security device, unless you are planning on connecting to a network security server (see page 13)
 Run the ChangeOrder program (see page 13)
 Run the Online Tutorial, if installed (see page 44), or
 Get acquainted with the ChangeOrder program screens (see page 18)
Installing the Network Security Server
The Accubid Network Security Server program allows users on a network to
access a security server to which a local security device has been attached. Users
linked to a network security server no longer require a local security device to be
attached to their individual workstations. Once the Accubid Security Server program is running, individual users can link to the server through the Options dialog available by selecting Options from the Settings menu within any Accubid
program.
If you run an Accubid program without either attaching a local security device or
linking to a network security server, the program will only operate in demo mode
with important features disabled.
The Accubid Security Server program should be installed by the network administrator, and only on the computer to be used as the security server.
10
You can use the Accubid License Administrator utility to check or set the number
of licenses available on the security server. For information on using the License
Administrator program, see page 15. The License Administrator utility can be
installed along with the Network Security Server.
If you encounter any programs setting up a network security server, contact
Accubid Product Support at 1-800-361-3030.
To install the Accubid Network Security Server, follow these steps:
1. From the main menu of the Accubid Software Solutions installation, click on
the Network Security Server option. For instructions on launching the Accubid Software Solutions installation, see page 4.
2. From the Welcome screen that appears, click Next. The Select Features
screen appears.
Select features to install
3. You can choose to install the Security Server and/or License Administrator
programs. By default, none of the program items are selected for installation.
To change the installation state of a program item, click the icon beside it and
make your selection from the drop-down list that appears.
After you have made your selections, click Next to continue.
4. From the Ready to Install screen that appears, click to Next to begin installing
the features you selected.
5. After all the selected program features have been installed, the Successful
Installation screen will appear. Click the Finish button to close the installation
program.
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Installing Additional Databases
A material database stores the prices, discounts, material conditions, labor units,
and assemblies required by your program for accurate estimating. The material
database is typically installed as part of the main program installation. If, however, you chose not to install a material database, or wish to install an additional
database, you can install one using Windows Explorer.
To install a material database after the program has been installed, use Windows
Explorer to locate the appropriate database folder (e.g. ELEC USA NECA IMP)
under the Databases folder on the Accubid Software Solutions install disk. Copy
the database folder and paste it onto your hard drive under C:\Program
Files\Accubid Data\Databases\ or C:\ProgramData\Accubid\Databases, depending on your operating system.
When you next run your ChangeOrder program, you can connect to the new database using the instructions below.
Connecting to a Material Database
You can store material databases in one or more folders anywhere on your hard
drive or network. However, only those databases stored in folders designated as
database folders appear in the database selection screens. To connect to an existing material database, you must add the folder for that database to that list.
To connect to a material database:
1. In your ChangeOrder program, click the Settings menu and select the Database Folders option. The Database Folders dialog will appear.
2. Click Add to display the Folder Name dialog. Either type the full path of the
folder or folders where the databases are stored or use the Browse button to
locate the path.
 If you’re on a network and want to store databases in a shared folder you
can specify the computer name along with the folder. For example, if you
want to store your jobs in a folder named Program Files\Accubid
Data\Databases on a drive shared as C on a network computer called
BIDS, you would specify the job folder as follows:
\\BIDS\C\Program Files\Accubid Data\Databases
 To share a database folder located on another computer, the folder must
be shared with either read only or read and write access.
3. Click OK to add the folder and to return to the Database Folders dialog. The
new folder appears selected in the list.
4. Click OK from the Database Folders dialog. The Database folder will have
been added to the list and you will be returned to your program.
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Attaching the Security Device
To run ChangeOrder/ChangeOrder Pro, you must either have a local security
device attached to your computer, or be linked to a network security server. Otherwise, the program runs in demo mode with important features disabled.
If you are planning to access a network security server installed on another workstation, you can link to the security server from the program following installation. For instructions on installing a security server, see page 10.
 If this is the first installation of an Accubid program on this workstation, you
should complete the installation before attaching the USB security device.
To attach the security device to a USB port:
1. Attach the security device to any of your USB ports. If all your ports are currently occupied, you can purchase a USB hub to provide additional USB
ports.
Attaching the Security Device
Running Your ChangeOrder Program
Once the installation is complete, you can run your ChangeOrder program. To do
this, click Start, then Programs, then Accubid, then ChangeOrder 11 or ChangeOrder Pro 11. Alternatively, click the icon for your ChangeOrder program from
your Desktop or program group.
There may be circumstances where a screen may appear before you are allowed
to use your program. These are:
 No security device detected
 No database detected
These circumstances are discussed in detail below.
13
Running Your ChangeOrder Program
No Security Device Detected
If you try to run the program without either attaching a local security device or
linking to a network security server, the following warning appears.
Security device warning
If you are using a local security device and this message appears, the security
device may not be properly attached. For information on attaching the security
device, see page 13.
If you want to link to a network security server, click the Change Settings option.
From the Security Device Settings screen that appears, you can indicate the location of a network security server, or allow the program to search for one each
time you run the program.
If you do not have access to a local security device or a network security server,
you can still run the program in demo mode. The demo version of the product has
certain important features (such as save and print) disabled.
No Database Detected
A material database is required to create jobs and to run the online tutorial. If you
chose not to install a material database, or if your ChangeOrder program is
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unable to find a material database in any of the specified database folders, the following warning appears:
Select a method to access a material database
You have the following options:
 Restore Database — This option allows you to restore a backup copy of a
material database, if one is available. For instructions on restoring a database,
see the online help.
 Connect to Database — This option allows you to connect to a material database that resides in a different folder. You will be prompted to indicate the
location of the material database.
 Proceed without Database — This option allows you to run the program without a database. You will not be able to create jobs or run the online tutorial
without a database.
If you did not install a material database during the program installation, and you
wish to do so now, see Installing Additional Databases on page 12.
Using the License Administrator
You can use the Accubid License Administrator program to check or set the number of licenses available on the network security server or your local security
device. For instructions on installing the License Administrator program, see the
procedures beginning on page 10.
To run the License Administrator program, click Start, then All Programs, then
Accubid, then Accubid License Administrator.
Checking Licenses
To check the licenses available, follow these steps:
1. From the Accubid License Administrator window, click on the Computer list
box and select the computer to be checked for licenses.
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Using the License Administrator
2. Click on the Connect button. The total number of licenses for each product
will be listed, along with the number of licenses currently in use, the user and
computer using those licenses, and the time stamp for that usage.
 If you experience any problem linking to a security server, our technical support representative may instruct you to click the Network Settings button and
specify a different network protocol.
Updating Your Licenses
Web License Update
To update your licenses through an internet connection, follow these steps:
1. From the Accubid License Administrator window, highlight the Product/
License you wish to update in the License Information pane and click the
Web License Update button. The Transmission Warning dialog will open.
2. In the Transmission Warning dialog, click the Yes button to continue with the
update. The Web License Update dialog will appear and the progress bar will
indicate the status of the update.
File License Update
A file license update can only be performed after an Accubid product support
representative has determined that a special set of circumstances would prevent
you from performing either a web license update or a manual license update. In
the event that this should occur, your product support representative will prepare
an .ED3 file specific to your security device and send the .ED3 file to you via email. Once you have received the .ED3 file, please complete the following steps
to update your license information:
To update your licenses from an .ED3 file, follow these steps:
License you wish to update in the License Information pane and click the File
License Update button. The Open dialog will display.
2. In the Open dialog, navigate to the location of the desired .ED3 file, select the
.ED3 file and click Open. The File License Update dialog will appear and the
progress bar will indicate the status of the update.
Manual License Update
To set the number of licenses manually, follow these steps:
License you wish to update in the License Information pane and click the
Manual License Update button. The Manual License Update dialog will open.
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2. Make note of the Security Code.
3. Phone Accubid Customer Service and tell your representative that you wish
to add licenses to a security device (or remove licenses, as the case may be).
You will be asked for the Security Code, and you will be provided with a an
Authorization Code.
4. Type the Authorization Code into the Authorization Code field.
5. Click the Update button. If the Authorization Code you entered is valid, a
Confirmation Code will appear, and the Cancel button will change to a Finish
button.
6. Make note of your Confirmation Code for your records and then click on the
Finish button.
Setting the Refresh Rate
To control how often the list of available licenses is automatically updated,
type the desired rate (in seconds) in the Refresh Rate field. By default, the list
is updated every 30 seconds.
Installing Additional Components
Once you have installed an Accubid ChangeOrder program, you can install additional components to it or remove some, or re-install program files you inadvertently deleted or moved. To accomplish this, use the Modify option available
from the Program Maintenance screen.
To install additional components:
1. Insert the Accubid Software Solutions install disk into your disk drive. Unless
you have disabled the Autorun feature, the Accubid Software Solutions menu
appears. Click the Install Estimating/ChangeOrder option.
17
Introducing ChangeOrder Program Screens
The Program Maintenance screen appears.
Select your program maintenance option
2. Click the Modify option from the Program Maintenance screen. The Select
Features screen appears. For more information about this screen, see page 11.
3. Select the items you wish to install from the Select Features screen and complete the rest of the installation screens to complete the installation.
4. After the Modify installation is complete, the Successful Installation screen
will appear and you will be prompted to click Finish.
For information on installing additional databases, see page 12.
ChangeOrder provides a number of screens to help you prepare, review, and
manage your change notices.
All ChangeOrder screens share a common look, feel, and behavior. This section
describes the various screen components and also provides instructions that
enable you to customize and optimally use the screens.
The following sections are described:
 Screen Components (page 19)
 Controlling the Appearance of Screens (page 22)
 Entering Information (page 26)
18
Screen Components
The major components found on most ChangeOrder program screens are shown
below, and described in detail in the sections that follow.
Screen components
Program Control Box
The program control box appears in the upper left corner of the ChangeOrder
program screen and provides menu options that close or minimize the program.
To display the program control menu, click the program control box once, then
click an option to select it.
Job Control Box
The job control box appears in the upper left corner of the job window and provides menu options that can be used to close or minimize a job window. To display the job control menu, click the job control box once, then click an option to
select it.
Job control and program control icons
19
Title Bar
The title bar displays the name of the program (the one in which you are working) and the title of the active window. If you change to a different job file, or
switch between a schedule and a job window, the text in the title bar changes to
reflect the new information.
Menu Bar
The menu bar displays the program’s menus, each of which consists of a number
of related menu options. Single click a menu name to view its pull-down menu,
then click an option to select it. For more information about program menus and
menu options, see Options, Icons, and Shortcuts on page 29.
Menu bar and title bar
Toolbar
Toolbars provide a quick way to access certain program functions without using
pull-down or pop-up menus. If you position your mouse pointer over a toolbar
icon and wait a second or two, the function represented by the icon displays in a
tool tip. If a toolbar icon appears “grayed” out, that option is not currently appropriate or available.
For detailed information about each of these toolbars, see the online help. Toolbar icons and their corresponding menu options are shown in the Options, Icons,
and Shortcuts section on page 29.
Screen Tabs
The screen tabs that appear at the bottom of each screen allow you to move
quickly between program screens. To move to another screen, click the appropriate tab. For example, to move to the Extension screen, click the Extension tab.
Screen tabs
20
Windows Buttons
You can use the buttons that appear in the upper right corner of the program window and the job window to control the window size. The following buttons are
available:
Window buttons
Status Bar
The status bar appears along the bottom of the program window and displays
information messages, status messages, and the name of the currently loaded
database.
Status bar
Scroll Bars
You can use horizontal and vertical scroll bars to move hidden portions of a
screen or window into view. If the entire contents of a window are already displayed on the screen, the scroll bars may be absent or dimmed to indicate they are
not required.
Splitter
The splitter is used to divide the screen into separate window panes. You can drag
the splitter up or down, or to the left or right (depending on whether the screen is
divided horizontally or vertically), to adjust the portion of the screen occupied by
each pane. Position your pointer over the splitter to change the pointer to a double-sided arrow, then hold down the left mouse button and drag the splitter to
move it.
Splitter
21
Controlling the Appearance of Screens
You can control the appearance of your program screens in a number of different
ways.
 From the Appearance page on the Options dialog, you can choose themes that
determine the overall color and appearance of the program screens.
 From the Appearance page, you can also control the colors used in cells to
represent different kinds of information.
 From any program screen with a grid, you can use the mouse to resize column
widths.
 On most screens that consist of grids, you can control the order in which rows
are displayed.
 Using screen styles, you can control the content and fonts of job screens, and
the Job Schedule screen.
Choosing Screen Themes
Screen themes control the overall color and appearance ("look and feel") of program screens. You can select a different screen theme from the Appearance page
of the Options dialog. (To display the Options dialog, select Options from the
Settings menu.)
The available themes correspond to the themes available in different versions of
Windows and Microsoft Office.
Screen themes do not affect the foreground or background colors of individual
grid cells. You can also control the foreground and background colors of cells
from the Appearance page of the Options dialog.
Controlling Cell Colors
ChangeOrder use certain combinations of foreground and background colors to
represent different kinds of information in cells. The foreground color is applied
to the text itself, while the background color is applied to the area behind the text.
For example, by default, missing or incomplete data displays as white text on a
red background.
To override the default colors, select Options from the Settings menu, then click
the Appearance tab. The Appearance page allows you to control the colors used
to represent different kinds of information, and choose themes that determine the
overall color and appearance of the program screens.
To specify a different color, click the Foreground or Background list box and
select the desired color. The Sample area displays the foreground and background colors you choose. To return all color settings to their original default values, click the Reset All button.
22
The following color categories are available:
Category
Default Color
Applied to:
Cell Editable
Normal
Black on white
Regular editable cells. The spreadsheet grids
that appear on most screens and in many dialogs are comprised of cells ⎯ the fields in
which data appears.
Cell Non-Editable Normal
Black on light
yellow
Cell data that cannot be modified.
Cell Editable
Grayed
Gray on white
Default cell values that can be overridden.
Cell Non-Editable Grayed
Gray on light
yellow
Cell values that cannot be overridden.
Cell Editable
Highlight
Blue on white
Editable cells that appear highlighted. Cells
may appear highlighted to draw attention to
them. For example, where a value can be specified as either a percentage or a fixed amount,
the specified (or “pinned”) value will appear
highlighted.
Cell Non-Editable Highlight
Blue on light
yellow
Non-editable cells that appear highlighted. For
example, values appear on the FnPrc (Final
Pricing) screen that have been carried forward
from previous screens appear highlighted but
can only be modified from the original screen.
Cell Editable
Alarm
White on red
Cells with missing or incomplete data that you
can modify directly.
Cell Non-Editable Alarm
White on red
Cells with missing or incomplete data that cannot be directly modified, but can be completed
by entering the appropriate values in other
related fields.
Cell Totals
Alarm
Red on white
Column totals that include cells with missing or
incomplete data.
List Highlight
Blue on white
Takeoff components within the audit trail.
Takeoff components appear when you double
click a takeoff within the audit trail.
Cell Locked
Black on green
Locked Net Price or Labor cells on the Extensions screen.
23
Resizing Screen Columns
From any program screen with a grid, you can resize the column widths to bring
hidden information into view, or allow the program to determine the ‘best fit’.
To resize a column:
1. Position the pointer on the column heading you wish to resize.
2. Move the pointer directly over one of the grid boundaries until it becomes a
double-sided arrow.
3. Hold the left mouse button down and drag the grid boundary to resize the column.
Autoresizing a column
Alternatively, move your pointer over the grid boundary of the column you
wish to resize so that the pointer becomes a double-sided arrow. Then, double
click the left mouse button to have the program automatically resize the column.
 A string containing ##### occurs when a cell value that is wider than the column width. To view the actual value in the cell, increase the width of the column.
Sorting Grids
On most screens that consist of grids, you can control the order in which rows are
displayed. You can sort the rows using any of the available column headings. For
example, you can sort the Direct Labor screen by Hours, in ascending or
descending order.
You can sort rows on any screen except the Job Info, Takeoff, and Totals screens.
To control the order in which jobs appear on the Job Schedule screen, select the
Sort Schedule option from the Filter & Sort submenu under View.
To control the order in which rows are displayed on a grid:
1. Click a cell in the column you want to sort by.
2. Click the Sort Ascending icon on the toolbar to sort rows in ascending order
(numerically beginning with 1 then alphabetically beginning with A).
Sort Ascending icon
24
or the Sort Descending icon to sort in descending order.
Sort Descending icon
An up or down triangle will appear in the heading of a column being used to sort
rows in ascending or descending order.
Sorting indicator
The sorting will be ignored when printing or export screen information. While
the sorting is in effect, the Insert, Cut, and Paste options will not be available
from the pop-up menus for individual rows.
3. To remove the sorting so that rows appear in their default order, click the
Clear Sort icon on the toolbar. The sorting is automatically cleared when you
switch to another program screen.
Clear Sort icon
Using Screen Styles
Using screen styles, you can control the appearance and content of job screens,
the Database Manager screen, and the Schedule screen. (Job screens include any
screens except the Schedule, Database Update, and Price Update screens.) You
can control the columns that appear, the width of the columns, and the fonts to
use to display the information. You can create multiple screen styles, each with a
different combination of columns, column widths, and fonts, and easily switch
back and forth between different screen styles.
 If you do not create a screen style, the program uses the default screen style
which includes all the possible columns.
Though screen styles are primarily used to control the appearance of ChangeOrder screens, they can, in some cases, be used to determine the appearance and
content of reports such as database reports, job screens, and change notice summaries. When printing client and office reports, the appearance of the report is
controlled using report styles. For more information on creating and using report
styles, see the online help.
ChangeOrder maintains separate sets of screen styles for the following:
25
 job screens
 Schedule screen
 Database Manager screen
The screen styles you create while displaying a job screen will be available on
any other job screen, but will not be available on the Schedule screen or Database
Manager screen. Once created, a screen style can be accessed and updated from
any job. Any changes made to a screen style from one job will apply to any jobs
that use that style.
When you save a job, any changes you have made to the current screen style are
saved as well. Each time you run ChangeOrder, the program will automatically
open the screen style in use the last time you displayed the Schedule screen. Each
time you open the job, ChangeOrder will automatically load the last screen style
used with the job. When you create a new job, the current screen style serves as
the default screen style for the new job. If a screen style is shared by multiple
jobs, any changes made to the style sheet from one job does affect the style sheet
of the other jobs that use it.
If you're on a network, you can share screen styles between multiple users. To do
so, specify a shared location for the screen style files on the File Locations page
of the Options dialog.
Entering Information
Depending on the cell, you can enter values directly, select from a list of possible
values, or invoke a dialog where the value can be determined. When entering values directly, you can enter them one at a time or fill multiple cells with the same
value.
You can also copy and paste information from other applications, such as Microsoft Word or Microsoft Excel, into any editable grid.
Displaying Lists and Invoking Dialogs
Depending on the cell, you can enter information directly, select from a list of
possible values, or invoke a dialog where the value can be determined.
If a cell can only accept a limited number of value, a drop-down list icon will
appear in the cell when its row is selected. To display the list of possible values,
click on the drop-down list icon.
26
If the value of a cell depends on the information you select or enter on a dialog,
then a dialog icon will appear in the cell when its row is selected. To invoke the
dialog, click on the dialog icon.
Drop-down list icon and dialog icon
Filling a Range of Cells
The Fill menu option (available from the Edit menu) allows you to update a
range of cells with the same value. You can use an existing value or enter a value
in a cell to fill a range of selected cells.
To fill a range of cells with the same value:
1. Click the cell that contains the value you want to use.
2. Drag the mouse up or down over the whole range of cells that you want to set
to the same value. You can select any number of consecutive cells within the
same column.
Click the Edit menu and select the Fill option. Alternatively, with the pointer
positioned in the selected area, click the right mouse button and select the Fill
option from the pop-up menu that appears.
All the highlighted cells now contain the same value you assigned to the first cell.
To fill a range of cells with a new value:
1. Click the first cell of the range that you want to change then drag the mouse
up or down over the whole range of cells that you want to set to the same
value. You can select any number of consecutive cells within the same column.
2. Enter the new value in the selected cell. As you type the value, it appears in
the cell and in the edit bar.
3. Press the Enter key to update the first cell.
4. Click the Edit menu and select the Fill option, or right click and select the Fill
option.
All the selected cells now contain the same value.
27
Copying Information from Other Applications
You can copy information from other applications, such as Microsoft Word or
Microsoft Excel, and paste it into any editable grid. You can copy and paste multiple rows and columns of information, or a single cell. For example, you can
copy and paste multiple system breakdowns, complete with adjustment percentage and cost code, from an accounting spreadsheet into the System Modify dialog.
If you paste multiple rows or columns of information, your Accubid program will
attempt to paste all rows and columns. If any of the information is incompatible
with any of the destination cells, the program will paste only the compatible
information and display a message indicating that some of the information could
not be pasted. For example, if you are copying and pasting alphanumeric information into the first two columns of the Direct Labor screen, the program will
paste into the Labor Type column, but not the Crew column, since this column
accepts only numeric input.
Pull-Down and Pop-Up Menus
Program options may appear in pull-down menus and pop-up menus.
Pull-Down Menus
Pull-down menus appear across the menu bar. Each menu consists of a number of
related menu options that appear when you click the menu heading. For example,
when you click the Job menu, the various job-related menu options appear. To
select one of the menu options from the pull-down menu, click the option name.
For a description of program menus and menu options, see Options, Icons, and
Shortcuts on page 29.
Pop-Up Menus
Pop-up menus are menus that appear when you click with your right mouse button. Each pop-up menu displays options specific to the screen component at
which your pointer is currently positioned. For example, if you click with your
right mouse button over an entry in the audit trail in the Takeoff screen, the popup menu displays options that allow you to manipulate that takeoff. Pop-up
menus provide a faster way of accessing the frequently used options that are also
available within the pull-down menus on the menu bar.
Within the database tree on the left side of the Takeoff screen, however, the right
mouse button returns you to the previous level after you have double clicked a
takeoff line from the audit trail to view the items that comprise the takeoff.
28
Options, Icons, and Shortcuts
The following tables describe the menu options available from each pull-down
menu, and display the corresponding toolbar icons and keyboard shortcuts, where
applicable. For more information on these options, see the online help.
Job Menu
Option
Description
Icon
Shortcut
New
Creates a new job.
c+N
Open
Opens an existing job.
c+O
Close
(Job screen only) Closes the current job.
Save
(Job screen only) Saves changes to your
current job.
Save As
(Job screen only) Saves the current job
under a different name or different
folder with or without takeoffs.
Merge
Combine takeoffs from other jobs into
the current job, merging breakdowns,
typicals, and designations while also
appending audit trail entries.
Export
Exports job schedule or job information
so that it can be used by other applications, such as Lotus, MS Excel, MS
Project or Primavera.
E-mail
E-mail a job to a client.
Print
Schedule
Prints the job information appearing on
the current project's Schedule screen.
c+ P
Print Job
Prints information about one or more
jobs.
c+ P
Print Screens
Prints the contents of a particular screen.
Print Reports
Prints client and office reports.
Print Preview
View your ChangeOrder reports before
sending them to print.
c+ S
29
Option
Description
Launch
Estimating
Opens your Accubid Estimating program from within your active ChangeOrder program.
Exit
Shuts down your Accubid program.
Icon
Shortcut
a+ i
Edit Menu
Option
Description
Undo
(Only available on Notes screen) Undo
your last action while working on text.
c+Z
Cut
Places the selected category, item,
assembly, or text on the Windows clipboard, ready to be pasted into a different location.
c+X
Copy
Copies the selected category, item,
assembly, or text, and places it on the
Windows clipboard.
c+ C
Paste
Inserts the category, item, assembly, or
text that was previously cut or copied.
c+V
Delete
Removes the selected item, assembly,
category, takeoff, takeoff components,
or text.
d
Fill
(Not available on Takeoff screen)
Update a range of cells with a common
value.
c+ W
Empty Designation (s)
(Takeoff screen only) Removes the
components from the current selected
designation.
Move Up/
Down
(Takeoff screen only) Moves the
selected designation, temporary item,
or temporary assembly up or down one
line within the list.
Insert
(Takeoff screen only) Creates a new
designation, temporary item, or temporary assembly and insert it above the
currently selected designation, temporary item, or temporary assembly.
30
Icon
Shortcut
Option
Description
Icon
Shortcut
Find
(Not available on Graph screen)
Searches for text within the current
screen.
c+F
Replace
Find and replace text on grid screens.
c+H
Database Find
(Takeoff screen only) Locate an item or
assembly within the current database.
Modify
(Takeoff screen only) Modify the
selected item, assembly, category, takeoff, or takeoff component.
Add Items
(Takeoff screen only) Add items to a
range of assemblies in the database.
Delete Items
(Takeoff screen only) Delete items from
a range of assemblies in the database.
Adjustment
(Totals screen only) Specify a percentage adjustment to be applied to the currently selected cell.
Ranges
(Totals screen only) Specify different
percentages to apply to the userdefined adjustments as the value of the
job increases.
Overhead/
Markup
(Totals screen only) Modify overhead
and markup ranges and calculations.
Check
Spelling
(Only available on Notes screen)
Check the spelling of either the
selected text or the entire text.
j
View Menu
Option
Description
Icon
Shortcut
Next
(Job screen only) Takes you to the next
program screen.
g
Previous
(Job screen only) Takes you to the previous program screen.
i
Schedule
(Job screen only) Takes you to the Job
Schedule screen.
31
Option
Description
Job Info
(Job screen only) Takes you to the Job
Information screen.
Notes
(Job screen only) Takes you to the Notes
screen where you can record comments or
reminders.
Takeoff
(Job screen only) Takes you to the Takeoff
screen, where you can choose your takeoff
breakdown, select materials for the takeoff, and enter the takeoff measurements.
Extension
(Job screen only) Takes you to the Extension screen, where you can view the job
extension.
Direct Labor
(Job screen only) Takes you to the Direct
Labor screen, where you can add and
modify direct labor costs.
Indirect Labor
(Job screen only) Takes you to the Indirect
Labor screen, where you can incorporate
non-field labor (e.g. supervisory or clerical). (Not available in PowerBid)
General
Expenses
(Job screen only) Takes you to the General
Expenses screen, where you can add and
modify job expenses.
Equipment
(Job screen only) Takes you to the Equipment screen, where you can record equipment costs.
Subcontractors
(Job screen only) Takes you to the Subcontractors screen, where you can record
your subcontractor quotes.
Unit Prices
(Job screen only) Takes you to the Unit
Prices screen, where you can record your
negotiated unit prices.
Quoted Material
(Job screen only) Takes you to the Quoted
Material screen, where you can record
quotes for materials.
32
Icon
Shortcut
Option
Description
Totals
(Job screen only) Takes you to the Totals
screen which displays the totals for the
change notice and includes extension
materials, quoted materials, direct and
indirect labor, sub-contractor quotes, general expenses and unit prices.
Graph
(Job screen only) Takes you to the Graph
screen, where you can view a graphic
illustration of the material costs and labor
hours.
Toolbars
Toggles the display of available toolbars
to on (checked) or off (unchecked), and
allows you to customize the standard toolbar.
Filter & Sort
(Schedule screen only) Control the order
and narrow the scope of jobs displayed on
the Job Schedule screen.
Refresh
Reloads all the job files and refreshes the
information displayed on the Job Schedule
screen.
Calculator
Display the Windows Calculator which
can be used to perform simple mathematical operations.
Icon
Shortcut
Format Menu
Option
Description
Font
(Only available on Notes screen) Select
the typeface applied to the selected
text.
Alignment
(Only available on Notes screen) Align
the selected text to the left margin,
right margin, or centered on the page.
Bullet
(Only available on Notes screen)
Change the selected text into a bulleted
list item.
Icon
Shortcut
33
Takeoff Menu (Takeoff Screen only)
Option
Description
Abort
Discards the modifications you have
made to a takeoff.
Next
Displays the next materials list for the
current takeoff.
Finish
Saves the modifications you have made
to the current takeoff.
Rename
Change the selected Takeoff description
as it appears in the audit trail.
Reverse Takeoff
Designate the takeoff as a takeoff with
negative values.
Notes
Displays a text box where you can enter
reminders or explanations regarding the
currently selected takeoff.
Quick
Takeoff
Specify a quick takeoff code for a database item to be taken off.
Modify
Breakdown
Description
Modify or add to the list of drawing, area,
phase, system, location, and labor factor
breakdowns (depending on which Accubid product you are using).
Modify
Typical
Description
Create a typical takeoff in which you can
specify how many times you want the
material taken off in each drawing, area,
phase, system, or location.
Modify
Makeup
Defaults
Set the default values for system-specific
measurement variables that may appear
on the Measure Takeoff dialog when you
are using a hot list.
Configure
Probe
Configure a measuring device so that it
can work properly with the program.
Change
Breakdown
Change the breakdown to which the
selected takeoffs are assigned.
Substitute
Items
Change a common component in a group
of existing takeoffs.
34
Icon
Shortcut
e or k
m
n
Option
Description
Substitute
Assemblies
Change a common assembly in a group
of existing takeoffs.
Icon
Shortcut
Extension Menu (Extension Screen only)
Option
Description
Group
Group the extension by drawing, area,
phase, system, location, labor factor,
item, sort codes, or unit price.
Filter
Narrow the scope of the extension so
that it displays only those items that
match specific conditions as defined in
the database.
Views
Save the extension filter and grouping
settings as a "view" that you can select
from a list of saved views.
Clear View
Removes the current extension view.
Re-Extend
Reapplies the item prices, discounts,
labor units, and/or sort codes from the
currently assigned database.
Labor
Column
Re-extend the extension using any of the
pre-defined labor columns in your database.
Extension
Next
Moves you to the next extension grouping at the current level.
Extension Previous
Moves you to the preceding extension
grouping at the current level.
Expand
Moves you one level down in the extension, allowing you to see how the total
on the current screen is broken down at
the next level.
Collapse
Moves you one level up in the extension, allowing you to see how the total
on the current screen is broken down at
the higher level.
Icon
Shortcut
c+L
double click
e
35
Option
Description
Add Item
Add a takeoff item directly to the extension.
Pricing
Method
Select either Trade or Net pricing.
Unit Price
Defaults
Set the default values for selected columns that appear on the Extension
screen when it is sorted by unit price.
Material
Adjustment
Defaults
Set the default values for the Material
Adjustment column on the Extension
screen.
Icon
Shortcut
Graph Menu (Graph Screen only)
Option
Description
Options
Control the appearance of the graph,
including graph type, scale, and titles.
When you select this option, the Chart
Properties dialog appears.
Fonts
Control the fonts used to display text
within graphs.
Legend
Determines whether a legend appears
within the graph.
Reload
Updates the graph to reflect any changes
you have made to values on the preceding
screens.
Icon
Shortcut
Icon
Shortcut
Database Menu
Option
Description
Database
Manager
Launch the Database Manager, used to
add or modify material databases.
Price Update
Launch the Price Update Utility, used to
update prices in databases.
Select
Database
Switch to a different material database.
36
Option
Description
Print Quick
Takeoff Codes
Prints a report listing database items and
the quick takeoff codes that have been
assigned to them.
Icon
Shortcut
Icon
Shortcut
Icon
Shortcut
Project Menu
Option
Description
New
Create a new project.
Select
Select an existing project.
Close
Close the current project.
Delete
Delete a project from the project folder.
Back Up
Back up a project and store it onto a local
or network folder or external drive.
Restore
Restore a previously backed up project.
Export
(Schedule screen only) Export the schedule of the current project as a Microsoft
Excel workbook for use by other applications, such as Lotus, Excel, MS Project or
Primavera.
Send to
ConstructJob
(Schedule screen only) Transmits a Project
Schedule report for the active project to
Accubid's ConstructJob in .CSV file format.
Settings Menu
Option
Description
Project
Folders
Specify the folders in which projects data
can be stored.
Database
Folders
Specify the folders in which to store material databases.
Project
Defaults
Set project defaults, including the default
job, project information, and report styles.
37
Option
Description
Global
Defaults
Set global defaults, including the default
job, project information, and report styles.
Screen Styles
Create and modify screen styles.
Options
Control various program options, including autobackups, password protections,
screen colors, security, and database
access.
Icon
Shortcut
Icon
Shortcut
Window Menu
Option
Description
Cascade
Arranges all currently opened windows so
that they overlap.
Tile
Arranges all currently opened windows so
that they do not overlap.
Arrange
Icons
Arranges the minimized windows icons, if
any currently appear.
Window
List
Switch to any of the currently active windows listed.
Help Menu
Option
Description
ChangeOrder
Help
Displays online help for this program.
What’s This?
Turns your pointer into a help pointer
that displays help for the screen component you click on.
Visit Accubid
Launches your web browser and connects you to Accubid’s web site.
Product
Support
Generate an e-mail to Accubid's product
support staff.
Tutorial
Launches the online tutorial for this program.
38
Icon
Shortcut
f
c+ f
Option
Description
About
Displays a window showing the version
number of your program.
Icon
Shortcut
Setting Defaults
This section describes how to set and to edit the defaults that determine the initial
values automatically assigned to all new change notices, and how to specify the
folders in which the projects and databases are stored.
When you create a new project, the global default file (gdefault.cn11) is automatically copied and becomes the default file (default.cn11) for that particular project. The default files contain certain time-saving, preset values that you can
change to suit your needs. Once you set these values for a project, they become
the default for that particular project. When you create jobs, the values are drawn
from the default file you set for that project.
When you edit the default file (default.cn11), the changes only affect the current
project. However, changes to the global default file (gdefault.cn11) affects all
new projects created after the changes to the global default file are made.
For more information, refer to the following topics:




Editing and Setting Project Defaults (page 39)
Setting Company Defaults (page 40)
Setting Project Folders (page 41)
Setting Database Folders (page 43)
Editing and Setting Project Defaults
When you set project defaults, you determine the initial values to assign to a particular project. You can set specific overheads, taxes, labor allocations, etc., and
override any default value during a takeoff for a particular project. You can edit
the existing default file, or create a new one from an existing file.
Editing the Default Files
To edit the global default file:
1. (You can edit this file without opening a job). Click the Settings menu, select
Global Defaults, then click the Edit Global Default option.
2. Modify values on any available program screen. The values on these screens
appear as initial values for any new jobs you create. The default values can
include labor rates, takeoff breakdowns, expenses, and so on.
39
Setting Defaults
3. Click the Job menu, then click the Save option to save your changes.
To edit the project default file:
1. Open the project. To do this, click the Project menu, click Select and double
click the project whose default file you wish to modify. This displays the
selected project.
2. Click the Settings menu, click Project Defaults, then click the Edit Default
Job option.
3. Modify values on any available program screen. The values on these screens
appear as initial values for any new change notices you create for this project.
4. Click the Job menu, then click the Save option to save your changes.
Setting the Default File
To set the current file as the global default:
1. Click the Project menu, then click the Select option and double click the project containing the file (.cn11) you wish to set as the default. This displays the
selected project.
2. Double click the file you would like to set as the default from the Schedule
screen, under the CCN# column.
3. Click the Settings menu and click the Global Default option, then click the
Set as Default option.
To set the current file as the project default:
1. Click the Project menu, then click the Select option and double click the project containing the file (.cn11) you wish to set as the default. This displays the
selected project.
2. Double click the file you would like to set as the default from the Schedule
screen, under the CCN# column.
3. Click the Settings menu and click the Project Default option, then click the
Set as Default option.
Setting Company Defaults
You can specify global company information that gets automatically assigned to
each new project you create. The global company information eliminates entering common information about your company each time it is required.
To specify the global company information:
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1. Click the Settings menu and select the Global Defaults option, then click the
Global Company Info option. The Company Info dialog appears.
2. Enter the required information in the appropriate fields on the My Company
page. This information appears on printed reports. The E-mail page contains
default information to send along with all change notices you e-mail. From
the Subcontract ID page, you can revise the subcontract IDs that appear on
the Base Contract page of this dialog, and are also available from the Subcontractors screen. By default, the first 5 subcontract IDs also appear as columns
on the Schedule screen.
Setting Project Folders
You can store projects in one or more folders, anywhere on your hard drive or
network. However, only those projects stored in folders designated as project
folders are listed on the Project Path list on the dialogs that appear when you create a project or back up a project. Similarly, only projects stored in folders designated as project folders will be listed on the Schedule screen.
Initially, a project folder is specified as part of the program installation. However,
at any time you can specify different or additional project folders.
To select a folder so that it is designated as a project folder:
1. Click the Settings menu, then select the Project Folders option to display the
Project Folders dialog.
Project Folders dialog
You can set project folders from the Project Folders dialog. The project folders listed on the Project Folders dialog are only considered project folders if
the check box beside the folder name is checked.
2. Click the check box beside the appropriate folder name so that a check mark
appears. To select all the folders listed, click Select All.
41
Setting Defaults
3. Click OK to have your selection accepted, and to close the dialog.
To deselect a folder, so that it appears on the list but is no longer designated as a
project folder:
1. Click the check box beside the appropriate folder so that a check mark no longer appears.
2. Click OK to have your selection accepted, and to close the dialog.
To add a folder to the list:
1. Click Add to display the Folder Name dialog.
Enter folder name
From here, you can either type the full path of the folder where you want to
store projects, or click Browse and navigate through your folder structure
until you find the appropriate folder.
For example, if you want to store projects in the Program Files\Accubid
Data\COdata folder on your D drive, you would specify the folder as follows:
D:\Program Files\Accubid Data\COdata
If you are on a network and you want to store projects in a folder on another
computer, you can specify the computer name along with the folder. For
example, if you want to store your projects in a Program Files\Accubid
Data\COdata folder on a drive shared as C on a computer called BIDS, you
would specify the database folder as follows:
\\BIDS\C\Program Files\Accubid Data\COdata
2. Click OK to close the Folder Name dialog, then click OK from the Project
Folders dialog to save your changes and exit.
To remove a folder from the list:
1. Click the folder you wish to remove, or click Select All to remove all the
folders. The folder should appear highlighted. To select more than one folder,
hold down the Ctrl key on your keyboard and click each folder to be
removed. To select all the folders, click Select All.
2. Click Remove.
3. Click OK to exit the dialog.
42
Setting Database Folders
You can store material databases in one or more folders, anywhere on your hard
drive or network. However, only those databases stored in folders designated as
databases folders are listed on database selection dialogs, such as those that
appear when you copy or restore a database. Initially, a database folder is specified as part of the program installation. However, you can specify different or
additional databases folders at any time. You can also add or delete database folders.
You can set database folders from the Database Folders dialog.
To select a folder so that it is designated as a database folder:
1. Click the Settings menu then click the Database Folders option to display the
Database Folders dialog.
Database Folders dialog
The database folders listed here are only considered database folders if the
check box beside the database is checked. At least one folder must be listed
and checked in the Database Folders dialog.
2. Click the check box beside the appropriate folder so that a check mark
appears. To select all the folders listed, click Select All.
To deselect a folder so that it appears on the list but is no longer designated as a
database folder:
1. Click the check box beside the appropriate folder so that a check mark no longer appears.
43
What Should I Do Next?
To add a folder to the list:
1. Click Add to display the Folder Name dialog.
Enter folder name
From this dialog, you specify the full path of the location to store databases.
2. Type the full path of the folder where you want to store databases, or click
Browse and navigate through your folder structure until you find the appropriate folder.
3. Click OK to close the Folder Name dialog, then click OK from the Database
Folders dialog to exit.
Now that you have finished installing all the components you require to successfully use the ChangeOrder or ChangeOrder Pro program, you may want to run
the online tutorial to familiarize yourself with the program.
Accessing the Online Tutorial
You can access the online tutorial by clicking the Help menu and selecting the
Tutorial option. After completing the online tutorial, you are ready to use your
ChangeOrder program.
Where Do I Get Help?
If you encounter a problem while using any of Accubid’s products, there are a
couple of ways you can obtain assistance to successfully resolve the problem. In
addition to the comprehensive online help system provided, you can contact a
Product Support representative to obtain one-to-one assistance.
Accessing the Online Help
The online help is easy to use and is accessible through any of the following
methods:
 Press the F1 key at any time while using the program.
44
 Click the What’s This? Help icon from the toolbar, then click the menu
option, toolbar icon, or screen component for which you require help.
What’s This? context sensitive help icon
 Click the Help menu from any screen, then click ChangeOrder 11 Help to
access the Contents screen and to further define your help through the Index
and Find screens.
Contacting Product Support
Before calling Accubid’s Product Support Department, we suggest you consult
the online help since the solution to the problem you are experiencing may
already be documented.
Accubid Product Support is available between 8:30 a.m. and 7:00 p.m. Eastern
Time, Monday to Friday (except major holidays) at:
Accubid Systems
7725 Jane Street, Concord, Ontario, L4K 1X4
Toll-free Telephone:
1-800-361-3030 (North America)
Telephone:
1-905-761-8800
Toll-Free Fax:
1-888-363-5466 (North America)
Fax:
1-905-761-1234
E-mail
[email protected]
Website
www.accubid.com
To benefit the most from our Product Support Department, please be at your
computer when you call, as our Support Representative may have to guide you
through the instructions step by step. You may also be asked to provide the following information:
 The product name and version (For example, ChangeOrder Pro 11).
 The operating system you are using (For example, Windows XP)
 A detailed outline of the problem, whether you can repeat the problem, and
what you were doing when the problem occurred.
If you call our Product Support Department after the regular support hours, leave
a detailed message on Accubid’s voice mail system to have your call reviewed
the next business day. Also, if we receive your fax or e-mail message after regular office hours, we will review it the next business day.
45
46
Sales: 1-800-222-8243
Support: 1-800-361-3030
www.accubid.com
A DIVISION OF TRIMBLE

ChangeOrder 11 Getting Started Guide.book

Transcription

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