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What would be the easiest way to display several options/improvement recommendations for the same issue? Using lighting for example; how would I show the homeowner a CFL solution side by side/separately with a LED solution? If we were going to recommend that a single exhaust fan should be replaced but have several options for the replacement how would I show those on the report?
We are working on improvements to allow multiple options to be more easily specified. There are some methods and workarounds that can be used now, but I am not familiar with them. I’ll get someone else to write them up shortly.
Michael – do you mean that the ability to split out costs, or a range of costs, or show cost options, would be a workable solution?
Example: Windows can be replaced or shade screens installed. We would like to be able to show the savings for both solutions; perhaps in two different packages.
OptiMiser generates multiple packages of improvements, but the individual measures within the packages don’t change — just which improvements are selected. We’re adding the ability to generate multiple packages consisting of differently-specified improvements as you describe, but for now you can generate and save or print multiple versions of any table in OptiMiser or any page in the report to show clients.
To generate multiple versions of any of the homeowner report pages, set up your first package, open the Report Generator, click on the relevant page title in the report tree (e.g., Improvement Details Page), then hover over the page preview. A gray menu with save and print icons with appear towards the bottom of the page preview. These buttons will save or print only the current page. Close the report generator, change the package configuration, then go back to the Report Generator and print anther version of the same page.
If you want to show clients multiple versions of the Improvement>Details table, you can set up your first set of improvements, go to the Details table, hit Ctrl+P, print or print-to-PDF a copy of the table, then go change your specified improvements and print the table, again. [Note: OptiMiser doesn’t include a print-to-PDF application by default. There are many free options, like CutePDF. This only applies to tables and charts printed from within OptiMiser; the homeowner reports does get generated as a PDF automatically.]
If you save the multiple versions of the Details table or any other table or chart as a PDF, you can attach them to the end of the homeowner report from within the Report Generator. Open the Report Generator (Ctrl+R) and click on one of the Attached Pages at the bottom of the report tree. Click Additional Content then Page Source then Edit Template. Paste or type the full location (e.g., C:\Downloads\MyTable.pdf) in the Template Contents Window. Hit “Okay,” and when you generate the report your table will be attached. Note that you’re editing the template here so the table PDF will still be attached the next time you start a project, until you delete or change the location.
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