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On-Screen Takeoff - 14.02.01 Price Using Excel - Selecting the Workbook - OST
Views: 190 Last Updated: 11/14/2024 02:36 pm |
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Set a Bid to use Excel for Pricing
You need to create a new Workbook in Excel or identify an existing Excel file to which you want to link this Bid. Only one Bid should be connected to any single Excel Workbook and a Bid can only be connected to a single Excel file.
Set the Price Using field to Microsoft Excel (cell or name).
Specify the location of your Excel Workbook - click the Lookup button to locate the Excel Workbook file.
![browse to the locate where your existing Excel file is stored and click on it](https://storage.googleapis.com/salesforce-kb-images/ocs/price_using_excel-select_workbook.png)
After you select the workbook, the Cover Sheet displays the path and file name.
![The path and file name display in the Bid's cover sheet](https://storage.googleapis.com/salesforce-kb-images/ocs/price_using_excel.png)
Click OK to save the changes to the Cover Sheet.
Next, you link each Condition Quantity result to a specific cell or named range.
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