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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 12 months ago in Estimating Items / UI User Interface Enhancements / Work Assemblies 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 8 months ago in Estimating Items / Schedules (Gantt Chart) 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 over 1 year ago in Estimating, RFP, Proposals (Pre-Construction) / Lead Analytics & Reports / Leads (Active or Intactive) 0 Future consideration

Add Item Markup based on Global Markup

When viewing items on estimate show the Global markup amount in the estimate items
Keith Matot 4 months ago in Estimating Items / Markups | Adds | Cuts 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

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

be able to import the estimate item comments- (RFP package Comments )into the RFP being

currently the RFP scope can only be imported from a generic template, or written manually in the RFP module. it would be better to clarify the particular items scope while in the estimating phase
Randy Warm 5 months ago in Estimating, RFP, Proposals (Pre-Construction) 3 Already exists

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 10 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 10 months ago in Estimating, RFP, Proposals (Pre-Construction) / Importing Excel Templates 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 over 1 year ago in Detail Report Templates / Proposals, Reports, Logs, Exports 2 Future consideration