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Yes, and I will describe the process here. However, a fix for this issue is in beta and will be available to all users next week (around 2/25/2014).
To remove the skylight entries, open the Report Generator (Ctrl+R), click the Home Facts page in the report tree, click Additional Content, click Window Data, click Edit Template (bottom right).
COPY THE TEMPLATE CONTENTS BEFORE YOU MAKE ANY CHANGES. Paste the contents in a text file and save it somewhere so you can restore it if necessary.
After saving the existing contents, just delete all the references to skylights. I’ve highlighted all the relevant content in the attached image.
We just released an update to our beta users that resolves this by making the printed entries variable depending on the financing checkbox on the forms popup, and by enabling a skip feature for the signature fields. Now each signature is applied separately, and you can choose to not sign.
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.
Use the Air Sealing section of the Bid Form to add mechanical ventilation cost. You can use the Miscellaneous item cost and overwrite the item name, unit costs and quantity.
It sounds like you’re trying to add solar screens via the Window Type dropdown. The best way to add them is to set that control to “No Improvement” (or some other type if you are replacing windows) and use the Exterior Treatment controls below to specify your screens.
The shade coefficient is set via the “>>” button, NOT using the Add/Edit Items dialogue box where you add or edit window types.
To add 80% shades, select the shade type from the Exterior Treatment dropdowns for each side of the house, then click the “>>” button. Set each side’s attenuation. 0.20 = 80% shade.
Use the Bid> button to go directly to the Window area of the Bid Form, where you can add cost for the screens.
There is currently no way to show customers the difference in impact of two versions of the same improvement. The best way to do it is to set up the improvement one way, print the Detailed Improvement Table (Wizard>Packages>Packages and Reports>Detailed…) by navigating to it and hitting Ctrl+P, then set the other specification and print another copy. Or print two versions of the relevant report page. You can print single report pages by opening the report generator (Ctrl+R) and hovering over a page preview, then selecting the print icon.
