Tips & Tricks
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When I have a group of numbers to compile, from a material quote for example, I prefer to use a spreadsheet instead of a calculator. I find that I can check my work easily with this method to ensure I don’t enter the wrong number. Historically, I have then taken a screen shot or snip of the data/total and then pasted it into my PDF so that when our field team is looking at the quote they can see how I arrived at the number that I entered. Similar to an old fashioned adding machine tape.
What I discovered yesterday is that I don’t need to take a screen shot! I can simply select the data in Excel, press Ctrl-C to copy it and then right click in my PDF and select paste. No need to “snip” the information 1st!
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4 Replies
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Points: 22,003Rank: UC2 Brainery Brown Belt II
Good on David.
Also when you copy/paste text from a Word document or email, it pastes into a Text Box which is editable. I use this one all the time when I build custom tools.
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Points: 12,694Rank: UC2 Brainery Blue Belt II
One of the things I use the pasting of numbers from Excel for is progress for valuations as I already have a spreadsheet with all of the stages on it.
I start by taking a site layout and removing many of the layers so I have something that is uncluttered as possible.
I then add the stages as close to the plots as I can get them. This is then printed on A3 so I can use my weatherproof clipboard as I walk around site.
This way I don’t have to refer to a ticksheet and then a layout as I walk around site. On one site I have four phases and two trades on each phase so things can get a bit complicated!
When I get back to the office completing the valuation on Excel takes just a few minutes.
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Points: 24,911Rank: UC2 Brainery Brown Belt IIII
That’s a great way to get another use out the data that you are capturing @vince !
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Points: 12,694Rank: UC2 Brainery Blue Belt II
It certainly simplifies and speeds up the valuation process when I’m out on site @david-cutler
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