Sage Construction Management Ideas Portal
ADD A NEW IDEA

Estimating, RFP, Proposals (Pre-Construction)

Showing 47 of 754

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 10 months ago in Estimating Items / UI User Interface Enhancements / Work Assemblies 0 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 4 months ago in Estimating, RFP, Proposals (Pre-Construction) 3 Already exists

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 about 1 year ago in Estimating, RFP, Proposals (Pre-Construction) / Lead Analytics & Reports / Leads (Active or Intactive) 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 8 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 9 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 9 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 9 months ago in Estimating, RFP, Proposals (Pre-Construction) / Importing Excel Templates 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 10 months ago in Alerts and Calendars / RFP for Estimating / RFP for Procurement 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 about 1 year ago in Detail Report Templates / Proposals, Reports, Logs, Exports 2 Future consideration

AutoSave when working with Estimate Scope

It would be very helpful to have the Scope tab autosave in estimating, or at the very least, ask the user if they want to save when they navigate away from the page
Audrey Peebles about 1 year ago in Estimate Cost Codes (WBS) / UI User Interface Enhancements 0 Future consideration