Sage Construction Management Ideas Portal
ADD A NEW IDEA

Estimating, RFP, Proposals (Pre-Construction)

Showing 47 of 754

Add project location for work orders and subcontracts

being able to have project locations for home builders or other industry for example bathroom, kitchen, mudroom, etc. to be added to work orders and subcontracts and trhoughout the workflow for visibility in the project
Ariel Johannes 6 months ago in Locations / Procurement / Work Orders 0 Future consideration

Add scheduling (gantt) to leads

It would be useful to have the scheduling tools in the leads section so that a schedule can be built out while an estimate is being created
Aaron Henry about 1 month ago in Estimating, RFP, Proposals (Pre-Construction) / Leads 0 Future consideration

Add a comments or notes column to the estimating items screen.

Adding a comments column to the item screen, that is editable an visible on the items tab, would allow a user to input comments for each item on the list for special instructions or clarifications. This is not the same as a comments tab for the wh...
Ben Walters about 2 months ago in Estimating Items / UI User Interface Enhancements 3 Already exists

Estimating customization

The ability to add rounding to estimate material quantities would be beneficial. The ability to be able to manually change the material quantity would be beneficial. Also, the ability to import and estimate using those item quantities rather than ...
Guest about 2 months ago in Estimating, RFP, Proposals (Pre-Construction) 0 Future consideration

System setting to default "Enable Locations" on estiamtes

The current default for "enable locations" is unchecked when creating estimates. For businesses that will consistently utilize the "Enable locations" feature, it would be desirable to have a company setting that would allow for "enable locations" ...
Carl Lyles 9 months ago in Locations / UI User Interface Navigation 0 Future consideration

Add Project Specific Locations for job cost reporting purposes

Currently, project specific locations can be used on an estimate only. However, it would be nice to copy these locations to the project side via the contract admin setup wizard. This would facilitate a new set of job cost reports by location.
Norman Wendl 9 months ago in Detail Financial Analytic Reports / Locations / Prime Contract Setup Wizards (Includes Project Setup Wizard) 4 Future consideration

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 2 months ago in Estimating Items / Proposals, Reports, Logs, Exports 3 Already exists

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 2 months ago in Estimating Items / Job Cost Codes / Work Items 1 Future consideration

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 2 months ago in Estimate Cost Codes (WBS) / Job Cost Codes 1 Already exists

Allow grouping of estimate by owner code

Many of our larger customers provide templates as to how they wish for their estimates to be broken down. These templates include line items with specific descriptions. Upon project award, these same line items and descriptions become the basis fo...
Carl Lyles 11 months ago in Estimating, RFP, Proposals (Pre-Construction) 0 Future consideration