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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 3 months ago in Estimating Items / UI User Interface Enhancements / Work Assemblies 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 3 months ago in Alerts and Calendars / Estimating Items / Work Items 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 7 months ago in Estimate Cost Codes (WBS) / Estimating Items / Locations 0 Future consideration

Add Option for Estimate Proposal Grouped by Location and Major

It would be helpful if you could also provide an option for Estimate Proposal Grouped by Location and Major, the same as you already have by Location and Division and Location and Job Cost Code
Audrey Peebles 8 months ago in Detail Report Templates / Proposals, Reports, Logs, Exports 2 Future consideration

Add Digitizer Layer to multiple Estimate items

When adding digitizer layers to estimate items, once you have added a layer to an item, you can use it on another item. We should be able to use the same measurement layer on multiple items. See the attached screenshots. We want to add the Foundat...
Tim Smith 6 months ago in Digitizer / Estimating Items 0 Future consideration

Add comparison of client bid vs the awarded contract price

Having a running tally will assist us in gauging what we need to do to improve our numbers moving forward.
Guest 6 months ago in Estimating Items / Log Style Reports / Prime Contracts / Proposals, Reports, Logs, Exports 0 Future consideration

Drawing Take off

It would be great to have a plan take off module within leads. currently we are using other take of software, then transferring via Excel which is very clunky. We feel it is one of the biggest missing items within the software. this would also be ...
Paul Di Natale 6 months ago in Digitizer / Estimating Items 1 Future consideration

Price edibility on the estimate items screen, once "edit all" is selected

Client would not have to drill down into each individual Cost Code in order to edit the cost rate. Would save the client lots of time.
Patrick Sheppard 6 months ago in Estimating Items 1 Already exists