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QB - 06.03.01 Interactivity with On-Screen Takeoff - Overview and Rules (DOs and DON'Ts)

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Takeoff (Quantity Surveying) and Estimating (Bidding) go hand in hand and so do On Center Software products!  If you use On-Screen Takeoff to perform your quantity survey, that information can be transferred directly to Quick Bid. This interactivity means a company can realize significant improvements to efficiency - information needs to be entered once instead of multiple times getting Bids done faster with greater accuracy

If you are using Oasis Takeoff or ConstructConnect Takeoff to measure your plans, you can export your bid's takeoff results for use in Quick Bid. This is covered in the User Guides for those products.

Note

Using On-Screen Takeoff and Quick Bid interactively is a great way to get the most out of the programs, but you can take your company's takeoff and  estimating to the next level. Check out On Center Software's integrated project management software, Digital Production Control (DPC).

With DPC, you digitally track job progress and production in real time! For more information or to schedule a demonstration, contact your Account Manager or visit https://www.oncenter.com/products/digital-production-control/.

Rules for the Interaction between Quick Bid and On-Screen Takeoff

DOS

Use the latest versions of both On-Screen Takeoff and Quick Bid to ensure correct operation. Download the current shipping versions at www.oncenter.com/support.

When working with On-Screen Takeoff and Quick Bid, only one On-Screen Takeoff database should ever be linked to a Quick Bid database and vice versa. Several Master tables are synchronized between the programs' databases and can become corrupt if databases are connected in a multi to one or multi to multi environment.

Warning
To clarify: only bids from a single On-Screen Takeoff database should be connected to a single Quick Bid database.

Only one estimator should work on an Interactive Bid at any one time - whether in On-Screen Takeoff or Quick Bid to avoid bid-locking errors. (One estimator can perform the takeoff and another estimate the Bid just not at the same time.)

Create new Bids, Alternates, and Change Orders in On-Screen Takeoff.

Create, Modify and Delete Conditions, Bid Areas, and Typical Areas in On-Screen Takeoff. Once a job in On-Screen Takeoff is linked with Quick Bid,  the ability to add/delete Conditions or change Condition quantities, or add/change/delete Bid Areas and Typical Areas is disabled in Quick Bid.

Update Condition quantities in On-Screen Takeoff. On-Screen Takeoff passes this information to Quick Bid.

Add Material and  Labor to Conditions in Quick Bid.

Add Equipment, Subs, Markups/Indirect Expenses, and all other costs in Quick Bid.

If you are using SQL databases, the SQL Server name and database names (both programs) must be spelled identically for all users or one user will break the interactivity for another user.

If it is vital that if you must share databases that you are using SQL Server type databases. SQL Server is designed for this use and provides the performance and stability necessary.

Use the "Job No." field to customize the number for your project (not the "Bid No.").

DON'TS

We avoid saying "Don't" as much as possible - but the following points are very important.

  • Never link more than one OST database to any QB database (or vice versa). As mentioned above, Interactivity should be a 1:1 relationship, for example, all Bids in the On-Screen Takeoff database "Takeoff 2012" should be connected to only one Quick Bid database, let us say this database is called "Estimates 2012".  No bids in the  "Estimates 2012" database should ever be connected to an On-Screen Takeoff Bid residing in any other database other than 'Takeoff 2012".
  • Never share Microsoft Access databases between users, especially if you are using Interactive Mode. If you simply must share Interactive Bids, you must use Microsoft SQL databases.
  • Never open an Interactive Bid (in either program) if one of the programs is in "No-License" mode or not installed, this will cause the interactive connection to partially break causing issues later on.
  • Don't change the Bid Number after the Bid is created. There is functionality that reduces the chance that two Bids will be numbered the same when creating bids when multiple users are sharing an SQL database. This technology does not prevent two users from renumbering their Bids at the same time which can cause problems with both Bids (use the Job No. field if you must enter a custom number).

Helpful Tips

To open the Quick Bid Conditions Detail dialog from On-Screen Takeoff, right-click the Condition and select Change Details (you can set this as the default action by opening Tools > Options in OST and setting the Default dialog for Condition Change button to "Quick Bid Details").

If there is a Condition in a Bid that does not require takeoff, and you can discern the quantity from the plans, create the Condition as usual in On-Screen Takeoff and then enter the quantity manually on the On-Screen Takeoff Worksheet Tab - that value will be transferred to Quick Bid. Remember, all Conditions, Areas, Typical Areas, and Quantities must originate in OST.

To refresh Bid information between On-Screen Takeoff and Quick Bid manually, press "F9". This is only necessary if you are not in Interactive Mode.

previous article arrow Creating an Interactive BidSynchronizing Information Between On-Screen Takeoff and Quick Bid next article arrow



Product documentation (user guides) describes functionality in the latest version of each major release and may not match the functionality in the version you are using. Please check the Product Information and Downloads pages by clicking one of the product buttons above.

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