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My ideas: Estimating Items

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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

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

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 almost 2 years ago in Estimate Cost Codes (WBS) / Estimating Items / Locations 0 Future consideration

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 over 1 year ago in Estimate Cost Codes (WBS) / Estimating Items / Work Items 3 Already exists

Rearrange estimate codes

Please implement a feature that allows you to rearrange the estimate cost code by dragging; the method you have now is very inefficient.
Guest 11 months ago in Estimate Cost Codes (WBS) / Estimating Items 0 Future consideration

Intuitive one screen estimating

Could we get an estimating module that is not a chore to use. One screen or less as a moto. Currently, to enter one line item on an estimate it takes 4 different screen and windows before you are able to enter a price. And you have to do this for ...
Ben Walters 12 months ago in Estimating Items / UI User Interface Navigation 0 Future consideration

Add a margin to individual items in an estimate

Would like to be able to select the Margin percentage from the drop down of an individual items cost type.
Stacey Leary about 1 year ago in Estimating Items 1 Future consideration

Import Schedule Tasks from Estimate Work Items

It would be very helpful and efficient when building project schedules to be able to import schedule tasks from estimate work items.
Guest over 1 year ago in Estimating Items / Schedules (Gantt Chart) 0 Future consideration

Add more filter options when importing estimate items in Contract Admin and Procurement features

See attached mockup for more details
Norman Wendl over 1 year ago in CO / CPR / Estimating Items / Purchase Orders / SCO / Subcontracts 0 Future consideration