Currently whne Cost Database Items are updated, there is no easy way to update in progress or copied Estimates that have these items in them. Adding an update feature so rates can be updated to current Cost Database rates would improve efficiency.
Create the ability to add linked files to a group of RFP's instead of having to add them to each individual RFP.
Useful when a set of plans or specifications that are applicable to a group or all RFP's for a project are updated and need to be linked to all of them. Create a way to select specific RFP's, upload the linked file or files, and click a button to ...
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"...
We’re having issues with the text editor when copying and pasting. It would help if we could select all and set a consistent font and size, since content from different sources results in inconsistent formatting.
We would like the ability to create a global markup while also having the option to exclude certain line items from the estimate on this mark up during the creation process.
When a Global Markup is assigned on an Estimate and it is not distributed/hidden, it will then create that markup as its own line on the Prime Contract. When this happens the system creates a new JCC for that markup, which typically is not the cos...
Needs review
Needs review
Future consideration
