3.03.00 bid wizard

After On-Screen Takeoff creates a new database, it immediately displays the Bid Wizard which walks a new user through creating a project.  See Section 9 - Projects, Alternates and Changes Orders for detailed information about projects.

• Planroom Users - now is the time to click disable the Bid Wizard, sign into the Planroom's Web site and download a project file (OSX).  This automatically sets up a project in On-Screen Takeoff  and allows you to download images from the Image Tab > Planroom tab.  See Working with Plans from DocCenter or a Planroom for more information about using OSX projects in On-Screen Takeoff.

• Enter a Bid Name (licensed users may select different Advanced Settings as well)

• If you are using a shared database or store your images on a central, network location, please disable the Bid Wizard and use the "Creating a Bid From Scratch" method for creating Bids.  (The Bid Wizard makes a LOCAL copy of all Image files - they will NOT be available to other users.)

• Click the Next Step: Setup Plans button to add images to the project

The first field allows a user to browse to the folder where the images are currently stored.  The wizard searches all subfolders in this location and copies all image files (of all types) to a project folder located under C:\OCS Documents\OST\Planroom (this location can be changed by clicking Tools > Options > Folders and setting a new Planroom location - see Setting Options - Folders for more information - this affects all projects created using the Bid Wizard).

• Use the fields in Step 2a to fine tune how On-Screen Takeoff names the pages in the project
• Click the Preview All button to see a mock up of how On-Screen Takeoff will name the pages
• Click Done: Create Bid Now when the page names are correct

The pages are copied to your local "C" drive from the destination.  While this is happening, you'll see a progress bar:

Once Finalized, you'll be able to access your Bid where you can create Conditions.

Condition Wizard