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Table of Contents

03 Creating and Managing Bids

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…

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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