Exporting Bids

There are 2 file types to which you can export your bid:

 

• OSP Bid Package file
• OST Takeoff File

 

Both of these send all condition and takeoff information, the OSP Bid Package gives you the option to send images as well. This is a handy way to share an entire project with another On-Screen Takeoff user.

 

 

There are several methods for exporting a bid. First, you can Send the bid to another user using the Send function in the program. This is more of an automated process and very easy to use. Sending creates an OSP file which gives you the option to include all of the images for the project.

 

You can also manually export a bid to a file (either OSP or OST). OST Project Files are used for exporting On-Screen Takeoff information into an estimating program.

Send a Bid Package

There are three ways to SEND a Bid Package:

 

• By e-mail
• To file
• Via Project Express

By e-mail

1. Click Send > Complete Package > By e-mail - the Create Bid Package dialog appears
2. Select either Yes or No to Send Images

    

   

    

3. If you select to Send Images, the page Range will become available for you to select to send All Pages or Pages with Takeoff - If you choose not to send images, the page Range will be unavailable
4. Click the Create button
5. Your default e-mail application is launched and a new message opens with the Bid Package attached
6. Add any names in the To: field you wish - Your Job Site Manager's e-mail will automatically appear in the list

To File

1. A Bid Package can be exported to a file either by selecting Send > Complete Package > To file, click File > Export > To Bid Package, or right-click on the project in the Bids tab and select Export > To Bid Package
2. The Create Bid Package dialog appears as above - select either Yes or No to Send Images
3. If you select to Send Images, the page Range will become available for you to select to send All Pages or Pages with Takeoff - If you choose not to send images, the page Range will be unavailable
4. Click the Create button - The Export Bid to Package dialog appears

    

   

    

5. Browse to the location where you want to save the export file and then type a name in the Name field

    

   NOTE: The File name in the Export Bid to Package dialog will default to '[Bid Number][Bid Name][mmddyyyy].osp'. You can change the name of this file if you choose. The location will default to whatever is set as your Package Folder under Tools > Options > Folder.

    

6. Click Save - The file is now ready to send

Via Project Express

You can also send files via Project Express which is a built-in file management tool in On-Screen Takeoff.

 

You can also use the File menu to manually create your Bid Package or OST File

1. From the Bids or Image tab, click File > Export
2. Choose the type of export you want to create and follow the screens to create the file

    

   

Exporting by right-clicking on the bid

While viewing the Bids List, right-click on the project you want to export, choose the type of export you want to create and follow the screens to create the file.

 

 

Exporting the Bids, Takeoff and Worksheet tabs