Appendix A
Contents
1. Menu New Project Creates a new project Displays the New dialog box which you use to select a template to use as the basis of the new project Open Displays a flyout menu with options for opening projects and resource windows You can select the Recently Used dialog box to choose from recently opened projects or you can select one of the resource windows if a project is open Close Closes the current project and its resource windows Summary Info Displays the Summary Info dialog box which you use to enter information relevant to the project as a whole Refer to Chapter 4 for information on the Summary Info dialog box Reports Setup Displays the Reports dialog box for selecting and formatting reports Refer to Chapter 5 for information on reports Print Setup Displays the Windows Printer Properties dialog box which you can use to change your Windows printer settings Print Preview Displays a preview of the printed reports as currently selected and formatted on the Reports dialog box Print Prints the reports as currently selected and formatted on the Reports dialog box Copy Use this command to copy a project Refer to Chapter 6 for more information on copying projects Load from Use to load projects that have been saved in compressed format Compressed The Select Compressed File Path dialog box is displayed for you to select the compressed project Refer to Chapter 6 for information on Load from Compressed and Save to Compre2. NOTE This menu is used to add new folders and line items to your project It will not be available when a resource window is the active window The new folders and line items will be empty To enter names descriptions and other information highlight the new item with the right mouse button and choose Edit Folder or Edit Item Folder Adds a new folder at the same level and before the folder currently selected in the tree panel NOTE To insert a folder at Level 1 the top level folders in your project your project folders must be displaying on a single tab The Use single tab button will appear pushed in m if you are in single tab mode Then select the top folder it says your project name and choose Insert gt Child Folder BSD CostLink AE User Manual Appendix A Toolbar and Menu Reference Child Folder Adds anew folder at the level below the currently selected folder in the tree panel and after any existing subfolders Task Adds a new line item to the folder currently selected in the tree panel LinkMan Menu NOTE Options on the LinkMan menu are only available when a project is the current window Paste Link Pastes a link from a copied value in Excel to the quantity of the from Source currently selected folder or task assembly or line item Refer to Chapter 7 for more information on linking NOTE You must have Excel 2000 version 9 0 or higher to create links between CostLink AE and Excel Delete Link
3. Removes the link between either a parent folder or a value in Excel from Source and the quantity of the currently selected folder or task Refresh All Updates the quantities of all linked folders and tasks Links From Sources Change Opens a dialog box for selecting a different Excel workbook as the Excel Links source for linked quantities in the project Source Disable This command is a toggle for disabling and enabling automatic Updating updating of linked quantities Editing a linked project will be faster with from Sources automatic updating disabled Remove All Removes all links in the current project so that if the link source is Links from edited the quantities in the project do not change Sources Tools Menu Recalculate All Causes BSD CostLink AE to recalculate the current project Not available when a resource window is the current window Auto When checked this option causes BSD CostLink AE to recalculate Recalculate the Markups in the project automatically as you make changes You Markups are able to see the changes in the Tree Data immediately Editing a project will be faster with this option turned off Click the option to turn it on and off BSD CostLink AE User Manual 125 Appendix A Toolbar and Menu Reference Prompt Before When checked this option causes BSD CostLink AE to issue a Completing prompt requiring you to confirm all drag and drop operations Click Drag the option to turn it on and off Delete Empt
4. Appendix A Appendix A Toolbar and Menu Reference This chapter provides brief descriptions of each command on the BSD CostLink AE toolbars and menus Where appropriate it provides references to other sections of the manual for more information e BSD CostLink AE Toolbars e Menus e Context Menus BSD CostLink AE User Manual 117 Appendix A Toolbar and Menu Reference BSD CostLink AE Toolbar The toolbar is displayed at the top of the BSD CostLink AE program window just below the menu bar You can turn the toolbar on and off using the Toolbars command on the View menu NOTE You can change and arrange the buttons shown on the BSD CostLink AE toolbar See Chapter 6 for instructions Toolbar Buttons Create a new project Displays the New dialog box which you use to select a template for CostLink AE to use as the basis of the new project 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 Refer to Chapter 4 for information on opening projects Close Closes the currently active project along with its resource windows Print selected report Prints the report 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 forma
5. ce Tag for the new folder To avoid problems with this either enter the Folder Tag first enter a space as the first character when you insert the new folder turn Show Folder Tags off or enter the name in the Folder Form Show folder data in Tree Shows summary costs and other information for each folder in the Tree Panel Not available when a resource window is the current window Expand Branch Expands the display in the tree panel to show all items below the current folder Show all folders Expands the Tree Panel to display all folders Open Assemblies resource window Displays the Assemblies resource window for the current project Refer to Chapter 4 for information on the Assemblies resource window Open Unit Prices resource window Displays the Unit Prices resource window for the current project Tile windows horizontally Arranges all open windows horizontally Tile windows vertically Arranges all open windows vertically Stack windows in cascade Arranges all open windows one atop the other with their left and top portions visible Open Help to Contents Displays the CostLink AE Help contents tab Refer to Chapter 3 for information on BSD CostLink AE Help BSD CostLink AE provides commands on the following menus located on the menu bar at the top of the main window wal file Edit View Tree Insert LinkMan Tools Window Help Menu bar BSD CostLink AE User Manual Appendix A Toolbar and Menu Reference File
6. d in the sheet panel You can use this command when you want to delete or copy all tasks beneath a certain folder Displays the data in the current Window with a tree panel on top and sheet panel on the bottom This is the default arrangement Displays the data in the current Window with a tree panel on the left and sheet panel on the right Opens the item form for the current folder in the tree panel Opens the item form for the current folder assembly or line item in the sheet panel Opens the Notes form for the current folder assembly or line item for adding notes or pictures See Chapter 6 for information on adding notes and pictures Turns on and off the display of the sheet panel in the current window making the Tree Panel the only panel visible Click Tree Panel again to make the sheet panel visible again Turns on and off the display of the tree panel in the current window making the Sheet Panel the only panel visible Click Sheet Panel again to make the tree panel visible again Displays a flyout menu for you to turn on or off the display of the different toolbars or to customize the toolbars Turns on and off the display of the status bar at the bottom of the BSD CostLink AE main window Highlights the folder above the currently selected folder in the Tree Panel If not already showing displays the next lowest level of the folder hierarchy in the tree panel and highlights the first folder below the current fo
7. ed task or folder CostLink AE prompts you to confirm the deletion NOTE When you delete a folder with subordinate folders or tasks CostLink AE prompts you to specify whether to move the subordinate tasks to the Unassigned folder This allows you to assign the tasks to another folder rather than deleting them Open the Summary Info dialog Displays the Summary Info dialog box for the current project fall Refer to Chapter 4 for information on the Summary Info dialog box Open item form on the Tree panel Opens an item form for the folder that is currently selected in the Tree panel ii Open item form on the Sheet panel Opens an item form for the folder or task that is currently selected in the Sheet panel Open the Notes form Opens a Notes and Pictures form for the currently selected folder or task Refer to Chapter 6 for information on adding notes and pictures Se Bo ef Use single tab for tree Displays all folders in the project or resource window on a single tab rather than one tab for each top level folder BSD CostLink AE User Manual 119 Appendix A Toolbar and Menu Reference S a IB m Ia Menus 120 Show folder tags Shows the tags of each folder in the tree panel Caution If you insert a new folder with Show Folder Tags turned on and if you type the name in the Tree panel rather than the Folder Form the first characters you enter up to the first space character become the Sour
8. indows vertically Minimized windows will not be tiled Cascade Arranges all open windows one atop the other with their left and top Windows portions visible Minimized windows will not be cascaded New Window Opens a new window containing the same data and view as the currently selected window Use this command to open two windows of your project to copy or move folders and tasks within the project 126 BSD CostLink AE User Manual Open Windows list Help Menu Contents Index Search About BSD CostLink AE Appendix A Toolbar and Menu Reference The list shows all CostLink AE windows currently open Click on a window to make it the current window If not currently visible the window will also become visible Refer to Chapter 3 for information on controlling the display Displays the Help 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 Displays the Help Index tab The Index tab is used to search Help by keywords for each topic 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 Displays information on the BSD CostLink AE version along with diagnostic information on your computer Context Menus Context menus are a quick way to access key BSD CostLink AE functions You display co
9. lder BSD CostLink AE User Manual 123 Appendix A Toolbar and Menu Reference Goto Folder Displays a flyout menu for you to choose different folders to select in the tree panel Choices are the first and last folders and the next and previous folders relative to the currently selected one Use Single Displays all folders in the project on a single tab rather than one tab Tab for each top level folder Not available when a resource window is the active window Show Displays a flyout menu for you to choose different levels of the folder Hierarchy hierarchy to display 1 2 3 or 4 levels Expand Expands the display in the tree panel to show all folders below the Branch current folder Expand All Expands the display in the tree panel to show all folders Show Folder Shows the tags of each folder in the tree panel tags Caution If you insert a new folder with Show Folder Tags turned on and if you type the name in the Tree panel rather than the Folder Form then the first characters you enter up to the first space character become the Source Tag for the new folder To avoid any problems with this either enter the Folder Tag first enter a space as the first character when you insert the new folder turn Show Folder Tags off or enter the name in the Folder Form Show Data in Show summary costs and other information with each folder in the Tree tree panel Not available when a resource window is the current window Insert Menu
10. ntext menus by positioning the cursor in a particular location and clicking the right mouse button Which options are displayed depend on your location the context The commands available on the context menus are equivalent to commands on the Toolbars and Pulldown menus The following is an example of a context menu ut Copy Paste Delete Find Insert Folder Insert Child Folder Edit Folder Expand Branch Show Folder Tags w Show Data in Tree Ctrl x Ctrl C Ctrl Ctrl F Example of a context menu BSD CostLink AE User Manual 127 Appendix A Toolbar and Menu Reference 128 BSD CostLink AE User Manual
11. oject If you want to permanently remove a folder task or text use Delete Only use Cut if you want to Paste the folder task or text in a different location Refer to Chapter 6 for more information on Cut Copy and Paste Copy Copies the currently highlighted folder task or text to the Windows Clipboard CostLink AE permits you to Copy but not Cut in some cases For example you can Copy but not Cut tasks or folders in the Assemblies resource window Paste Delete Places the current contents of the Windows Clipboard into the location of the cursor Deletes the selected task or folder BSD CostLink AE prompts you to confirm the deletion Available in project windows only When you delete a folder with subordinate folders or tasks CostLink AE prompts you to specify whether to move the subordinate tasks to the Unassigned folder This allows you to assign the tasks to another folder rather than deleting them BSD CostLink AE User Manual Find Select All Tasks View Menu with Horizontal Panels with Vertical Panels Tree Items Form Sheet Items Form Notes Window Tree Panel Sheet Panel Toolbars Status Bar Tree Menu Up One Level Down One Level Appendix A Toolbar and Menu Reference Displays the Find in dialog box for finding information in the current project or resource window Refer to Chapter 6 for information on using Find Selects all of the tasks currently liste
12. ssed Save to Saves the current project in compressed format The Select Compressed Compressed File Path dialog box is displayed for you to choose the name and location for the compressed project Compact Use this command when BSD CostLink AE has problems opening a Database project This can occur if a project becomes very large or corrupted Make sure the project is closed then choose this option BSD CostLink AE displays a dialog box for you to select the project to be repaired and compacted Refer to Chapter 6 for information on compacting databases BSD CostLink AE User Manual 121 122 Appendix A Permissions Recently Opened Databases Exit Edit Menu Cut Toolbar and Menu Reference Opens the permissions dialog box for inputting the access key and accessing system settings Available only when no projects are open Refer to the Installation document available on the Install BSD Products screen of the most recent BSD SoftLink CD for more information on Permissions This list shows the four most recently opened projects Click on any project to open it Closes all open projects and resource windows and exits CostLink AE Removes the currently highlighted folder or task assembly or line item and places it on the Windows Clipboard Can also be used to remove highlighted text and place it on the Windows Clipboard This is used in conjunction with Paste as a way to move assemblies or line items within your pr
13. tted on the Reports dialog box Ej e el ie Select and format reports Displays the Reports dialog box for selecting and formatting reports Refer to Chapter 5 for information on Reports Find Displays the Find In dialog box for finding information in the current project or resource window Recalculate the current project Causes CostLink AE to recalculate the estimate Not available when the current window is a resource window e el Cut Removes the currently highlighted folder or task assembly or line item and places it in the Windows Clipboard Can also be used to remove currently highlighted text and place it in the Windows Clipboard This is used in conjunction with Paste as a way to move assemblies or line items within your project 118 BSD CostLink AE User Manual Appendix A Toolbar and Menu Reference NOTE If you want to permanently remove a folder task or text use Delete selected item 1 Only use Cut if you want to Paste the folder task or text in a different location Copy the selected item to the clipboard Copies the currently highlighted task or text to the Windows Clipboard NOTE CostLink AE permits you to Copy but not Cut in some cases For example you can Copy but not Cut tasks or folders from the Assemblies resource window Paste Places the current contents of the Windows Clipboard text or tasks into the location of the cursor x el Delete selected item Deletes the select
14. y Deletes all empty folders in the project BSD CostLink AE prompts Folders you to confirm the operation Not available when a resource window is the current window NOTE Empty folders at Level 1 are not deleted If you want to delete an empty folder at the top level select it in the tree panel and choose Edit gt Delete Change RS Select this option in order to copy costs from a different RS Means Means database For example if you created the project in 2005 then you Database are copying costs from the 2006 RS Means database Select this command to be able to copy costs from the most current RS Means database in to the current estimate Refer to Chapter 6 for more information on using different RS Means databases Update RS After you use Change RS Means Database choose this Means command to reprice all items copied from the original RS Means Database database to the corresponding costs in the newly selected RS Means database Customize Displays the Customize Tools Menu dialog box which allows you to Tools Menu launch other applications like the Windows calculator from your Tools menu Refer to Chapter 6 for instructions on customizing the Tools menu Window Menu Arrange Icons Arranges the icons of all windows you have minimized at the bottom of the CostLink AE main window Tile Arranges all open windows horizontally Minimized windows will not Horizontally be tiled Tile Vertically Arranges all open w
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