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Estimating, RFP, Proposals (Pre-Construction)

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Quickly adding or duplicating multiple items to an estimate

It would be extremely helpful to have a way to add or duplicate multiple work-items to an estimate at once. For example, if we need to add 5 work-items with the same item code but different descriptions (i.e sizes, R-values, finish etc) to an esti...
greg shock 14 days ago in Estimating, RFP, Proposals (Pre-Construction) 0 Planned

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 8 days ago in Locations / Procurement / Work Orders 0 Future consideration

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 3 months ago in Contracts and Procurement Workflow / Estimating, RFP, Proposals (Pre-Construction) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 Future consideration

Import Schedule Tasks from Estimate Work Items

It would be very helpful and efficient when building project schedules to be able to import schedule tasks from estimate work items.
Guest 16 days ago in Estimating Items / Schedules (Gantt Chart) 0 Future consideration

Add "Internal Notes" section to Estimate Tabs

It is often useful to have some space for internal notes when building an estimate. Having a tab similar to "drawings" and "specs" where such notes may be added would be useful.
Carl Lyles about 2 months ago in Estimate Cost Codes (WBS) / Estimating Items / Work Items 3 Already exists

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 6 months ago in Digitizer / Document Viewer / Drawings 0 Future consideration

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 3 months ago in Locations / UI User Interface Navigation 0 Future consideration

Special Variable that Allows for use on "Quantity" input when adding Work Assembly Item to Estimate

There is currently no way to utilize the "quantity" that is input by the user when adding a work assembly item to an estimate. Ideally, there would be a special variable (similar to WAQty and EstQty) that would allow for the use of this quantity i...
Carl Lyles 3 months ago in Estimating Items / Work Assemblies 5 Planned

Add Project Specific Locations for job cost reporting purposes

Currently, project specific locations can be used on an estimate only. However, it would be nice to copy these locations to the project side via the contract admin setup wizard. This would facilitate a new set of job cost reports by location.
Norman Wendl 3 months ago in Detail Financial Analytic Reports / Locations / Prime Contract Setup Wizards (Includes Project Setup Wizard) 4 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 11 months ago in Drawings / Estimating Items / New Product Integration 0 Future consideration