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Table of Contents

03 Creating and Managing Bids (including Auto Name)

1	On-Screen Takeoff - 03.01 What are Projects, Bids, Jobs? - OST A Project (or Bid or Job) is another name for a construction job for which…
2	On-Screen Takeoff - 03.02 Creating a Takeoff Project (Bid, Job) This article covers creating a new Project and filling out its Cover Sheet.…
3	On-Screen Takeoff - 03.10 Duplicating Bids Within the Same Database - OST Sometimes, an existing Bid is close enough to what you need in a new project…
4	On-Screen Takeoff - 03.11 Deleting and Restoring Bids, Alternates, and Change Orders - OST You can delete Bids, Alternates, and Change Orders to get rid of the stuff…
5	On-Screen Takeoff - 03.12 What are Alternates and Change Orders? - OST Alternates and Change Orders are 'child Bids' - they are added after you create…
6	On-Screen Takeoff - 03.12.01 Creating and Accepting Alternates and Change Orders - OST You can create Alternates and Change Orders from the Bids Tab or from the Image…
7	On-Screen Takeoff - 03.12.02 Navigating Between Base and Child Bids - OST There are two ways you can navigate between the Base and Child Bids. Bid View…
8	On-Screen Takeoff - 03.13 Creating (Importing) a Job from ConstructConnect into OST using OST-Connect Warning On 10/24/2024, a mandatory update to OST-Connect was released. You…
9	OST - 03.03 Filling out the Cover Sheet - Step 1: Bid Information and Preferences Every Bid, Alternate, and Change Order includes its own Cover Sheet. The Base…
10	OST - 03.04 Filling out the Cover Sheet - Step 2: Adding Plans to a Bid Using the Plan Organizer One of the primary functions of On-Screen Takeoff is viewing project plans…
11	OST - 03.05 Adding a Single Page to A Project Inserting a Blank Page into a Project Version 3.96 and earlier labeled this…
12	OST - 03.06 Adding Multiple Pages to Your Project If you are provided a folder with all the plans for a particular project, you…
13	OST - 03.07 Duplicating an Existing Page in Your Project You can duplicate a Page to make a copy of it, linked to the same image file.…
14	OST - 03.08 Use Auto Name to Speed Up Bid Setup We developed an Auto Name tool that provides fast and accurate results. No…
15	OST - 03.09 Copying and Pasting Bids from One Database to Another You can copy bids from one database to another (for example, if your company…
16	OST - 03.09.01 Creating Template Jobs If you regularly bid similar jobs, or if you want to save your Worksheet Tab…

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