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QB - 06.03.02 Synchronizing Information Between On-Screen Takeoff and Quick Bid

Views: 885 Last Updated: 11/07/2022 02:01 pm 0 Rating/ Voters
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Be sure to review the previous articles carefully before you start working in Interactive Bids.

As Conditions are added, takeoff drawn, Bid Areas/Typical Areas created, and/or Alternates and Change Orders added/modified/deleted (all done from the On-Screen Takeoff interface), those changes are synchronized between On-Screen Takeoff and Quick Bid.

Master Table Synchronization

When you connect a Bid interactively between OST and QB, two Master tables are synchronized between the two databases:

Condition Types

Job Statuses

When you use Digital Production Control to track labor, the Labor Cost Codes and Payroll Classes used in the Quick Bid estimate are synchronized to the DPC database, but not the entire Master tables.

Interactive Modes

You can connect OST to Quick Bid using one of two methods:

  • In Interactive mode (recommended), changes are synchronized between the programs instantaneously and automatically. 
  • In Manual mode, you must manually initiate any update from On-Screen Takeoff by clicking Bid > Refresh Quick Bid or pressing <F9>.

Anytime your bid becomes "disconnected" and On-Screen Takeoff is no longer synching with QB automatically/dynamically, you'll see a red banner on the Image Tab in OST. You must follow the instructions in the next article to ensure your bids are connected properly and then set the bid back to "Interactive Mode" before continuing your work.

previous article arrow Interactivity with On-Screen Takeoff - Overview and Rules (DOs and DON'Ts) Connecting and Disconnecting Interactive Bids 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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