Customize the job schedule and screen view.
- [Instructor] While we're on the topic…of the Schedule screen, I want to go up here…and edit the style of the Schedule screen.…Click on this icon, and you'll see…that the Schedule Style Setup window shows up.…As you can see, across the top,…there's a lot of different columns in here,…and it's kind of tough to look at 'em all at the same time.…Maybe I can remove some of the columns…that aren't being used to simplify the view.…Now this is completely up to you and a personal choice.…This is what you want to see and what you don't want to see.…
I'm kind of a simple guy.…I like to just see a few things,…the most pertinent information in one screenshot.…So, what I'm going to do is scroll down here,…select some of these references.…Maybe I'll use one or two of the reference numbers,…but I think I'm going to remove three, four, five, six.…The start and due date, I don't necessarily need those.…It's not that complex of a project for me.…Status is important, I'll leave that on.…Alarm, I'll leave that on.…
The CO and CO date, I'm not ready to look at that right now.…
Author
Released
6/28/2018- Program setup
- Adjusting defaults
- Performing takeoffs
- Copying items and assemblies
- Using screens
- Changing report styles
- Working with extensions
- Closing a change order
Skill Level Beginner
Duration
Views
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Introduction
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Welcome32s
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1. Program Setup and Job Creation
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The home screen1m 31s
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About settings and options1m 17s
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Global default job2m 33s
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Create a project3m 54s
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Create a CCN2m 27s
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Enter takeoff4m 48s
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Direct labor screen1m 32s
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Equipment screen1m 6s
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Subcontractors screen1m 25s
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Unit price screen1m 12s
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The total screen1m 2s
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2. Customizing Your CCN and Reports
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Schedule screen style setup2m 15s
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CCN report setup11m 42s
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Copy from Accubid estimate3m 50s
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Send CCN3m 19s
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Conclusion
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Next steps48s
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Video: Schedule screen style setup