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Table of Contents

03 Creating and Managing Bids (including Auto Name)

1	OST - 03.01 What are Projects, Bids, Jobs? A Project (or Bid or Job) is another name for a construction job for which…
2	OST - 03.02 Creating a Takeoff Project (Bid) This article covers creating a new Project and filling out its Cover Sheet.…
3	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…
4	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…
5	OST - 03.05 Adding a Single Page to A Project Inserting a Blank Page into a Project Version 3.96 and earlier labeled this…
6	OST - 03.06 Adding Multiple Pages to Your Project If you are provided a folder with all the plans for a particular project, you…
7	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.…
8	OST - 03.08 Use Auto Name to Speed Up Bid Setup We developed an Auto Name tool that provides fast and accurate results. No…
9	OST - 03.08.01 Reviewing and Adjusting Auto Naming Results using the Plan Details Editor In the previous article, we showed you how to run AutoNaming on your project…
10	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…
11	OST - 03.09.01 Creating Template Jobs If you regularly bid similar jobs, or if you want to save your Worksheet Tab…
12	OST - 03.10 Duplicating Bids Within the Same Database Sometimes, an existing Bid is close enough to what you need in a new project…
13	OST - 03.11 Deleting and Restoring Bids, Alternates, and Change Orders You can delete bids, alternates, and change orders to get rid of the stuff…
14	OST - 03.12 What are Alternates and Change Orders? Alternates and Change Orders are 'child Bids' - they are added after the original…
15	OST - 03.12.01 Creating and Accepting Alternates and Change Orders You can create Alternates and Change Orders from the Bids Tab or from the Image…
16	OST - 03.12.02 Navigating Between Base and Child Bids There are two ways you can navigate between the Base and Child Bids. Bid View…
17	OST - 03.13 Creating Projects from ConstructConnect.com (CCPI and CC Bid Center) using OST-Connect You can import projects found through ConstructConnect Project Intelligence…

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