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Estimating, RFP, Proposals (Pre-Construction)

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estimate summary report

I need a report that should already be available. There needs to be a report of the current estimate by lead including these columns, cost code, description, quantity, units and rates for each of these, (Material, labor, equipment, Sub and other),...
Ben Walters 17 days ago in Estimating Items / Proposals, Reports, Logs, Exports 3 Already exists

Auto Tagging Parent Cost Code when Child Cost Code is checked

Clients are requesting that when adding in Cost Codes in the system that when a user clicks on the child parent it auto selects the parent, rather than having to tag both. Should be a one to one relationship rather than the system allowing a child...
Guest 20 days ago in Estimate Cost Codes (WBS) / Job Cost Codes 1 Already exists

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 2 months ago in Estimating, RFP, Proposals (Pre-Construction) 3 Already exists

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 6 months ago in Estimate Cost Codes (WBS) / Estimating Items / Work Items 3 Already exists

RFP BCC Option

Ability to blind copy person on RFP
Guest 11 months ago in RFP for Estimating / RFP for Procurement 1 Already exists

Price edibility on the estimate items screen, once "edit all" is selected

Client would not have to drill down into each individual Cost Code in order to edit the cost rate. Would save the client lots of time.
Patrick Sheppard 12 months ago in Estimating Items 1 Already exists