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Estimating, RFP, Proposals (Pre-Construction)

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Sage Estimating Integration

Create a way to import estimates from Sage Estimating to SCM either on the Lead or Project or both.
Adrianna Johnson about 1 month ago in Estimating, RFP, Proposals (Pre-Construction) 0 Future consideration

Rearrange estimate codes

Please implement a feature that allows you to rearrange the estimate cost code by dragging; the method you have now is very inefficient.
Guest 4 days ago in Estimating, RFP, Proposals (Pre-Construction) 0 Needs review

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

Have taxes be addable and specifiable in estimate proposal

I would like to be able to, as a part of building a estimate proposal, be able to add taxes - similar to how they would be shown in a prime contract. Ideally, I think having them be like a global markup or being able to independently add the tax t...
Sean Coffman 27 days ago in Estimating, RFP, Proposals (Pre-Construction) / Tax 1 Future consideration

Add a total line to the item entry window in the estimating module.

I would like to see the total of the item I am entering on the same screen as I am entering the numbers in. Simple one line add for total item costs.
Ben Walters about 1 month ago in Estimating Items / Work Items 1 Future consideration

Add scheduling (gantt) to leads

It would be useful to have the scheduling tools in the leads section so that a schedule can be built out while an estimate is being created
Aaron Henry 18 days ago in Estimating, RFP, Proposals (Pre-Construction) / Leads 0 Future consideration

Intuitive one screen estimating

Could we get an estimating module that is not a chore to use. One screen or less as a moto. Currently, to enter one line item on an estimate it takes 4 different screen and windows before you are able to enter a price. And you have to do this for ...
Ben Walters about 1 month ago in Estimating Items / UI User Interface Navigation 0 Future consideration

Add a comments or notes column to the estimating items screen.

Adding a comments column to the item screen, that is editable an visible on the items tab, would allow a user to input comments for each item on the list for special instructions or clarifications. This is not the same as a comments tab for the wh...
Ben Walters 24 days ago in Estimating Items / UI User Interface Enhancements 2 Already exists

Estimating customization

The ability to add rounding to estimate material quantities would be beneficial. The ability to be able to manually change the material quantity would be beneficial. Also, the ability to import and estimate using those item quantities rather than ...
Guest 27 days ago in Estimating, RFP, Proposals (Pre-Construction) 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 11 months ago in Digitizer / Document Viewer / Drawings 0 Future consideration