Sage Construction Management Ideas Portal
ADD A NEW IDEA

Clear

My ideas: Estimating, RFP, Proposals (Pre-Construction)

    Showing 54 of 944

    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 over 1 year ago in Contracts and Procurement Workflow / Estimating, RFP, Proposals (Pre-Construction) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 2 Future consideration

    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 year ago in Estimating, RFP, Proposals (Pre-Construction) 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 2 years ago in Drawings / Estimating Items / New Product Integration 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 almost 2 years ago in Digitizer / Document Viewer / Drawings 3 Planned

    Global Mark up Exclude line items

    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.
    Victoria McCullough 10 months ago in Estimating Items / Markups | Adds | Cuts 2 Future consideration

    Global Markup Cost Code

    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...
    Michelle Moffatt 6 months ago in Estimating Items / Estimating, RFP, Proposals (Pre-Construction) / Markups | Adds | Cuts 0 Future consideration

    Option to hide internal contacts on drop downs

    When selecting Suppliers and Subcontractors on drop downs it would be nice to hide internal contacts from the list. Example ITB and RFPs.
    Matthew Carlisle 11 months ago in Contact Management / ITB (Invitation to Bid) / RFP for Estimating / RFP for Procurement 0 Future consideration

    Convert estimate to project (rather than whole lead)

    Client has many estimates for a single customer. They don't want to create a new lead for every potential opportunity for a customer. Instead want to convert each estimate separately.
    Matthew Carlisle 8 months ago in Estimating, RFP, Proposals (Pre-Construction) / Leads (Active or Intactive) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 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 over 1 year ago in Locations / Procurement / Work Orders 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 over 1 year ago in Locations / UI User Interface Navigation 0 Future consideration