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Project View vs Quote/Bid View
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Last modified on 8/11/2015 2:40 PM by User.

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Project View vs Quote/Bid View

With the OASIS Projects and Quotes system, users can see a list of the overall project names or see a list of individual quotes. Each user can have his/her own settings. The Search bar on the right side of the screen allows the user to switch views. In the project view, all jobs related to the project name will be under one listing. In the quote view, each quote will be listing individually. However, once a quote is opened, all related jobs will also be shown. OASIS will remember these settings until the users changes again.

 

To get the Project View 

  • In Projects, using the Search bar on the right, under the Filter area un-check “Show Bids”, then do a search
  • This shows each project name once

To get the Quote / Bid view (Show Bids)

  • In Projects, using the Search bar on the right, under the Filter area check “Show Bids”, then do a search.
  • Notice in the two examples below, there is a project called Cabot Schools with five different bids and there is a Cabot Mall project with five different bids.
  • The quote number and quoter can be displayed in their own columns.

Use File > Preferences to changes the columns viewed or the order they are displayed. Preference options will be different depending on if the Show Bids box is checked.