Allow Estimate to Add Estimate Cost Codes in Bulk (Select all Under Division/Major/Minor)
Instead of making a client check off all individual cost codes under a division or any other parent level, allow for a bulk select of all costs codes under these levels, that way they can unselect a few if many need to be chosen.
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...
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.
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.
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 ...
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
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...