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Estimating, RFP, Proposals (Pre-Construction)

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Only allow estimates with an "approved" status to be added to prime contract

This idea would ideally build upon idea "SAGECM-I-33". Currently, an estimate with any status, including draft, may be added to a prime contract. Ideally, an estimate would undergo a review/approval via a system-defined workflow. Per "SAGECM-I-33"...
Carl Lyles 7 months ago in Contracts and Procurement Workflow / Estimating, RFP, Proposals (Pre-Construction) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 Future consideration

Create Estimates on Ipad

Be able to create estimates on the Ipad or an option to view it
Guest 16 days ago in Estimating Items / Mobile - Android / Mobile - Apple 1 Future consideration

Add Item Markup based on Global Markup

When viewing items on estimate show the Global markup amount in the estimate items
Keith Matot 16 days ago in Estimating Items / Markups | Adds | Cuts 0 Future consideration

View Item Code on Estimate Items list

When viewing the Items on the estimate add the item code along with item description
Keith Matot 16 days ago in Cost Database / Estimating Items 2 Future consideration

Add a margin to individual items in an estimate

Would like to be able to select the Margin percentage from the drop down of an individual items cost type.
Stacey Leary 21 days ago in Estimating Items 1 Future consideration

Add project location for work orders and subcontracts

being able to have project locations for home builders or other industry for example bathroom, kitchen, mudroom, etc. to be added to work orders and subcontracts and trhoughout the workflow for visibility in the project
Ariel Johannes 4 months ago in Locations / Procurement / Work Orders 0 Future consideration

Add a scale tool to the drawings viewer

Add a tool where the user can set the drawing scale, this will allow them to know the measurements of items in the drawings.
Jack Speshock 9 months ago in Digitizer / Document Viewer / Drawings 0 Future consideration

Create integration with BlueBeam software

This software has great take off and drawing management capabilities not to mention others. It will give an alternative for take off
Guest about 1 year ago in Drawings / Estimating Items / New Product Integration 0 Future consideration

be able to import the estimate item comments- (RFP package Comments )into the RFP being

currently the RFP scope can only be imported from a generic template, or written manually in the RFP module. it would be better to clarify the particular items scope while in the estimating phase
Randy Warm about 1 month ago in Estimating, RFP, Proposals (Pre-Construction) 3 Already exists

System setting to default "Enable Locations" on estiamtes

The current default for "enable locations" is unchecked when creating estimates. For businesses that will consistently utilize the "Enable locations" feature, it would be desirable to have a company setting that would allow for "enable locations" ...
Carl Lyles 7 months ago in Locations / UI User Interface Navigation 0 Future consideration