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Table of Contents

03 Creating and Managing Bids, Alternates, and Change Orders

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) - OST

This article covers creating a new Project and filling out its Cover Sheet.…

3 On-Screen Takeoff - 03.03 Filling out the Cover Sheet - Step 1: Bid Information and Preferences - OST

Every Bid, Alternate, and Change Order includes its own Cover Sheet. The Base…

4 On-Screen Takeoff - 03.04 Filling out the Cover Sheet - Step 2: Adding Plans to a Bid Using the Plan Organizer - OST

One of the primary functions of On-Screen Takeoff is viewing project plans…

5 On-Screen Takeoff - 03.05 Adding a Single Page to A Project - OST

Inserting a Blank Page into a Project Version 3.96 and earlier labeled this…

6 On-Screen Takeoff - 03.06 Adding Multiple Pages to Your Project - OST

If you are provided with a folder that includes all the plans for a particular…

7 On-Screen Takeoff - 03.07 Duplicating an Existing Page in Your Project - OST

You can duplicate a Page to make a copy of it, linked to the same image file.…

8 On-Screen Takeoff - 03.08 Use Auto Name to Speed Up Bid Setup - OST

We developed an Auto Name tool that provides fast and accurate results. No…

9 On-Screen Takeoff - 03.09 Copying and Pasting Bids from One Database to Another - OST

You can copy bids from one database to another (for example, if your company…

10 On-Screen Takeoff - 03.09.01 Creating Template Jobs - OST

If you regularly bid similar jobs, or if you want to save your Worksheet Tab…

11 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…

12 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…

13 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…

14 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…

15 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…

16 On-Screen Takeoff - 03.13 Creating (Importing) a Job from ConstructConnect using OST-Connect - OST

Warning On 10/24/2024, a mandatory update to OST-Connect was released. You…

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