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When you right-click on the ProjectsTab, the Context Menu choices vary depending on whether the click occurs on a database, a Project, a Folder, an empty space, on a deleted Project, or the “Deleted Bids” folder.

OST Bids Tab context menu - right-click on database
Right-click occurs on a database

OST Bids Tab context menu - right-click on bid
Right-click occurs on a bid (or child bid)

Option What it does/How it is used...
New...

On-Screen Takeoff multi-function new menu
  • Project - Creates a new Project.
  • Alternate - Creates a new Alternate for the selected Project.
  • Change Order - Creates a new Change Order for the selected Project.
  • Folder - Creates a new Folder where you can move Projects. Folders allow a user to organize their Projects by any particular criteria (great for shared SQL databases - each user can create a folder for his or her work).
  • Database - creates a new Access or SQL database.
Open... Opens the Open Database dialog box, see Related Articles for more information on databases.
Close Closes the current database.
Import... Opens the Import dialog box for importing different files, see Related Articles for information on importing and exporting.
Export...

On-Screen Takeoff Bids Tab export menu
  • To Takeoff File - Creates a *.ost file (Takeoff file) - this can be imported into On-Screen Takeoff or some estimating programs. *.ost files do not include the image files
  • To Bid Package - Create a *.osp file - this Bid Package can include all plan images.
Properties Opens the Database Properties dialog box for the selected database.
Compact/Repair Runs the Compact and Repair routine on the selected database, see Related Articles for more information on databases including Compact/Repair, Synchronizing, and Backing up/Restoring.
Backup Places a copy of the selected database in the "Backups" folder.
Duplicate Duplicates the highlight Project(s).
Delete Deletes the highlighted Project or Folder.
Rename Renames a selected Folder. To rename a Project, open the Project's Cover Sheet.
Renumber Conditions

Renumbers the selected Project’s Conditions in their current sort order. It is best to do this from the Conditions Tab so you can see what is happening.

This cannot be undone and will rename the Conditions in Quick Bid in an interactive Project.

Change Job Status > Allows a user to change the Job Status for one or more Projects to any Job Status in the Masters. If a Project is in DPC mode, it is Job Status cannot be changed from the Projects Tab.
Restore Bid Moves the selected Project from the “Deleted Bids” folder back to its original location. If this Project was stored in a Folder that has since been deleted, you cannot "Restore" the Project, however you can drag-drop it out of the "Deleted Bids" folder to 'restore' it.
Empty Deleted Bids Folder Permanently removes all Projects currently in the “Deleted Bids” folder for the active database.
Group by Job Status Groups the Projects Tab by each Project’s Job Status.
Expand/Collapse All Expands or Collapses all Folders

 

click here to view the previous article Grouping the Projects Tab by Job Status What are Projects, Bids, Jobs? click here to view the next article

 

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