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Estimating, RFP, Proposals (Pre-Construction)

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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 7 months ago in Estimating Items / UI User Interface Enhancements / Work Assemblies 0 Future consideration

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 10 months ago in Estimate Cost Codes (WBS) / RFP for Estimating 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 6 months ago in Estimating Items / Work Assemblies / Work Items 3 Future consideration

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

See attached mockup for more details
Norman Wendl 6 months ago in CO / CPR / Estimating Items / Purchase Orders / SCO / Subcontracts 0 Future consideration

Estimate Global Markup - New Options

New Global Markup Distribute/Hide Option (New): Distribute Global Markup Across All Cost Codes (Hidden) Show Global Markup at bottom of Proposal Show Global Markup in particular Cost Code Section (This would require the user to select a cost code.)
Norman Wendl 6 months ago in Markups | Adds | Cuts 0 Future consideration

MS Excel Versions

Could you please enable templates with the latest version of MS Excel? We (and many others) use proven excel models for pricing/estimating projects. It would be very helpful if the estimate templates for Sage were in the latest version of MS Excel...
Dan Skinner 6 months ago in Estimating, RFP, Proposals (Pre-Construction) / Importing Excel Templates 0 Future consideration

Ability to create custom lead analytic reports

Need the ability to create Custom Lead Analytic Reports like the feature provided to customize Financial BI Summary Dashboards.
Jack Speshock 12 months ago in Estimating, RFP, Proposals (Pre-Construction) / Lead Analytics & Reports / Leads (Active or Intactive) 0 Future consideration

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 about 1 year ago in Estimate Cost Codes (WBS) / ITB (Invitation to Bid) / Job Cost Codes / Project Classifications 0 Future consideration

RFP - Option to Email vendor won/lost status

Create an action that sends out an email informing vendors their bid has been selected or not selected as the awarded bid.
Jack Speshock 7 months ago in Alerts and Calendars / RFP for Estimating / RFP for Procurement 0 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 4 months ago in Estimating Items / Schedules (Gantt Chart) 0 Future consideration