Estimate Cost Codes (WBS)

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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

4 VOTE

Multiple Cost Code Select in Bid Management RFP Packages

It would be extremely useful to be able to pick multiple cost codes when adding estimate items to bid RFP Pkg (see screenshot). It is very time-consuming and if someone isn't paying attention to what they already chose, they might duplicate entries.

Adam Clark 7 months ago in Estimate Cost Codes (WBS) / RFP for Estimating 0 Future consideration

3 VOTE

AutoSave when working with Estimate Scope

It would be very helpful to have the Scope tab autosave in estimating, or at the very least, ask the user if they want to save when they navigate away from the page

Audrey Peebles 9 months ago in Estimate Cost Codes (WBS) / UI User Interface Enhancements 0 Future consideration

3 VOTE

Allow for multiple classification code selection instead of one at a time

Right now adding vendors to ITBs is painstakingly slow. One code at a time? Should be able to drill down to the minor level on all your contacts and select multiple classification codes to choose from your contacts to invite. Reduce the number of ...

Guest 9 months ago in Estimate Cost Codes (WBS) / ITB (Invitation to Bid) / Job Cost Codes / Project Classifications 0 Future consideration

2 VOTE

Add a quantity field for Locations that can be used as a factor in the estimates

We're a GC in the hotel renovation business and when we prepare our estimates, we break it down by room types, which would be equivalent to locations in SAGE CM. Examples would be "Typical King Rooms" or "King Suites" or "King ADA Rooms" or "Typic...

Beverly McKay 8 months ago in Estimate Cost Codes (WBS) / Estimating Items / Locations 0 Future consideration

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