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Checklist for Migrating from Oasis Takeoff to ContructConnect Takeoff

Last Updated: 2020-04-06 14:14

When your company is ready to migrate from Oasis Takeoff to ConstructConnect Takeoff, there are a few things you'll want to do before the "Big Day". 

One Week Before Migration Day

  • Have you users go through all their projects and bids and delete, then permanently delete any projects that are unneeded - why migrate over projects or bids you don't need?
  • Have your users go through their Masters to make sure everything looks good and that there aren't duplicate entries. 
  • The Organization's Administrator reviews all current Organization User and provides ConstructConnect with a list of all users to be recreate in ConstructConnect Takeoff Platform.

2 Days Before Migration

  • The Organization Admin reviews all users who have been setup within the Organization and,
    • Allocates Takeoff licenses as required.
    • Sets users to "User" or "Admin" roles as required.
  • Each user downloads and installs ConstructConnect Takeoff on his or her computer and ensures they can log in. If they are having problems installing the product or logging in, they should Contact Support right away.

1 Day Before Migration

Migration Day

  • Users should log out of Oasis Takeoff and uninstall the product by 7:00 p.m. Central.
  • After 7 p.m. Central, no one will be able to log into the Oasis Takeoff Organization.

Go-Live Day

  • Every user should ensure they have uninstall Oasis Takeoff (they won't be able to log in anyway, but we want to minimize confusion).
  • Every user should log into CCTO and review the projects and bids they were recently working on. 

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