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On-Screen Takeoff - 14.03.01 Creating an Interactive Bid - OST

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Interactive Bids always start in On-Screen Takeoff because most bids start with plans and takeoff.

Caution - SQL databases

When you are using a shared SQL database, it is vital that every user types in the "Server Name" exactly the same, including case, in both programs. Please review CLS - Using SQL with Classic Products for more information on using SQL databases properly.

Creating the Bid

Create a new Bid in On-Screen Takeoff (or open the Cover Sheet for an existing On-Screen Takeoff bid),
While the Cover Sheet is open, click the "Price Using" drop down.

On-Screen Takeoff Cover Sheet showing the Price Using Quick Bid options

Select either Price Using Quick Bid (interactive) or Price Using Quick Bid (manual)

Manual or Interactive

Quick Bid Interactive sends Condition information over in real time and requires Quick Bid to be open whenever you have the Bid open in On-Screen Takeoff.
Quick Bid Manual only send updates to Quick Bid when you manually "Refresh" by pressing the F9 key on the keyboard.

After you set the "Quick Bid" Pricing Method, a new field displays to the right named Database.

Click on the Lookup button
Select the Quick Bid database where the Quick Bid project is to be created. Only databases that are currently available to Quick Bid are shown in this dialog box. To create a Bid in a different database, first open that database in Quick Bid, then return to On-Screen Takeoff.

On-Screen Takeoff Cover Sheet showing the Select Quick Bid Database dialog box

Click Select
Click OK to close the On-Screen Takeoff Cover Sheet

If Quick Bid is not running On-Screen Takeoff prompts to open it - Quick Bid must be running and licensed to create an Interactive Bid.

Caution

If you choose not to open Quick Bid at this time, OST will create a Bid but not the companion Quick Bid Project. The On-Screen Takeoff bid will be set to "Quick Bid - Manual" mode. When you have Quick Bid open and licensed, you can set this Bid to "Interactive" and the Quick Bid side will be created.

Connected Icons

When a bid is connected (manual or interactively) to Quick Bid, the On-Screen Takeoff Bids Tab displays a small blue Quick Bid mini-icon next to the Bid that is linked to Quick Bid.

On-Screen Takeoff Bids Tab showing the Quick Bid icon

And, in Quick Bid, a small green On-Screen Takeoff mini-icon displays next to the Bid that is linked to On-Screen Takeoff.

Quick Bid Bids Tab showing the On-Screen Takeoff icon

Note

If you receive an error stating you do not have "rights" to create the Bid, make sure you have cleared any Bid Filters in both programs, that Quick Bid is licensed properly, and that you have "Full Access" to the Bids List if your company uses Quick Bid Security, see Related Articles for troubleshooting assistance.

Please review the next article for important information and warnings about Interactive Bids.

Price Using Quick Bid - Overview

Rules and Warnings for Interactive Bids