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Cost Database

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Cost code to premade item list

Could you code a simple option on the items tab to make an item out of every cost code selected for the estimate? Currently you have to manualy choose each one to create the item list. Most estimates are 70+ items long. you could save us so much t...
Ben Walters 4 months ago in Estimating Items / Job Cost Codes / Work Items 1 Future consideration

Allow for editing of variables from items tab in estimate

In the "items" tab of the estimating module, it would be desirable to view and edit assembly variables via an "edit all" button.
Carl Lyles 12 months ago in Estimating Items / UI User Interface Enhancements / Work Assemblies 0 Future consideration

View Item Code on Estimate Items list

When viewing the Items on the estimate add the item code along with item description
Keith Matot 4 months ago in Cost Database / Estimating Items 2 Future consideration

Equipment - Add Equipment Deployments Feature/Table

Where Shown: Equipment Details Form (Sub-table | Single Equipment Item) Equipment Module Landing Page (Multi-Equipment Items Link) New Table Fields: Location Project Status * Scheduled Start Date Scheduled End Date Actual Start Date Actual End Dat...
Norman Wendl 10 months ago in Equipment Items 0 Future consideration

Ability to utilize the value entered in the "quantity" field in Work Assembly formulas

When adding a work assembly to an estimate, there is a "quantity" field (see attached photo). Having the ability to extract the value entered in this field for use in Work Assembly formulas would be immensely useful.
Carl Lyles 10 months ago in Estimating Items / Work Assemblies / Work Items 3 Future consideration

Labor burden as a percentage instead of flat cost

When we do our estimating, our labor costs are factored with a burden rate as a percentage as opposed to stating the burden in dollars. I don't see a percentage as an option in Sage CM, and it seems like a percentage would be a logical feature.
Beverly McKay over 1 year ago in Cost Database 0 Future consideration

Allow visibility of Target Cost Code, Location, etc when editing Estimate Assembly Items

When using estimate assembly items, it is necessary to edit the quantities of the assembly variables so that the assembly equation will populate the proper cost and price. While editing the assembly variables, the target cost code and location are...
Carl Lyles 12 months ago in Work Assemblies / Work Items 0 Future consideration

Project Durations

Prospect requested that project durations can be linked to individual line items in an estimate so that estimate durations can be changed in bulk.
Sue Parker 12 months ago in Alerts and Calendars / Estimating Items / Work Items 0 Future consideration