18.02.00 price using microsoft excel

Use this option if you keep track of your pricing in an Excel spreadsheet.  On-Screen Takeoff gives you two options to link takeoff quantities to Excel:

• Microsoft Excel (cell) - designates a specific cell to which a Condition Quantity Result is linked - uses the cell’s absolute location (i.e.  Sheet1, A3 or Sheet2, Q27).   If any changes are made to the spreadsheet, On-Screen Takeoff will still place data in the specified cell, On-Screen Takeoff does not adjust the destination if rows/columns are added/deleted to the spreadsheet.

• Microsoft Excel (name) - OST creates a "named range" in Excel and the Condition Quantity is linked to that named range.  Because the Condition quantity is not linked to a specific cell, if you change the spreadsheet by adding or rearranging rows/columns, the Quantities are still sent to the correct location in the spreadsheet.  This is sort of like a dynamic cell reference that updates to the new location of the destination cell.  Once a named cell is assigned, the Export field will be greyed-out and unable to be modified other than the Grid icon.

• You must have a FULLY LICENSED version of Microsoft Excel installed on your PC to use "Price using Excel".  Neither Student, Home, nor any trial editions will work correctly.  Excel is not provided by, sold, or supported by On Center Software or included with On-Screen Takeoff.

• See the full System Requirements at www.oncenter.com for supported versions of Microsoft Excel.

To Set a Bid to use Excel for Pricing

• Set the Price Using field to Microsoft Excel (cell or name)
• Specify the location of an existing Excel Workbook - click the Lookup icon to locate the Excel Workbook file

After you select the workbook, the Cover Sheet displays the path and file name

• Click OK to save the changes to the Cover Sheet

Next, you must link each Condition Quantity result to a specific cell or named range.

Linking Condition Quantity Results to Excel

• Click on the Image Tab if it not already open
• Select a Condition
• Open the Condition Properties - the Results you've select will likely be different than the example below:

Results for linking to a "CELL"

Results for linking to a "Named Range"

• Click on the Grid icon - this opens the designated spreadsheet (or brings it to focus if it is already open)
• Locate the cell to which you want On-Screen Takeoff to send Quantity Results
• Double-click the cell and a reference to that cell or the named range is placed in the appropriate Results box in On-Screen Takeoff
• Excel minimizes and On-Screen Takeoff returns to focus
• Repeat this process for each Result in each Condition in the Bid

• Even though you are creating a link from a particular page, the values sent to Excel are for the cumulative Condition Quantity Results for the entire Bid.  There is no breakdown by Type, Area, Zone, or Page when exporting to Excel - the entire Condition's value is exported to the linked spreadsheet.

To refresh the Excel spreadsheet (meaning to push Quantity Results from On-Screen Takeoff to Excel) press <F9> or click Bid > Refresh Worksheet on the main menu bar.  By default, any time you leave a Bid linked to Excel or close the program, you are prompted to refresh the Excel spreadsheet.  To disable this prompt, click Tools > Options and remove the check mark for Prompt to refresh worksheet before closing Bid.

• To simply copy and paste Takeoff or Worksheet Tab data to Excel, see Exporting the Bids, Takeoff and Worksheet Tabs.

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