Estimating Items

Showing 12 of 527

Add "Internal Notes" section to Estimate Tabs

It is often useful to have some space for internal notes when building an estimate. Having a tab similar to "drawings" and "specs" where such notes may be added would be useful.

Carl Lyles 9 days ago in Estimate Cost Codes (WBS) / Estimating Items / Work Items 3 Already exists

4 VOTE

Special Variable that Allows for use on "Quantity" input when adding Work Assembly Item to Estimate

There is currently no way to utilize the "quantity" that is input by the user when adding a work assembly item to an estimate. Ideally, there would be a special variable (similar to WAQty and EstQty) that would allow for the use of this quantity i...

Carl Lyles about 1 month ago in Estimating Items / Work Assemblies 3 Already exists

12 VOTE

Create integration with BlueBeam software

This software has great take off and drawing management capabilities not to mention others. It will give an alternative for take off

Guest 10 months ago in Drawings / Estimating Items / New Product Integration 0 Future consideration

1 VOTE

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 29 days ago in Estimating Items / Work Assemblies / Work Items 3 Future consideration

1 VOTE

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

See attached mockup for more details

Norman Wendl about 1 month ago in CO / CPR / Estimating Items / Purchase Orders / SCO / Subcontracts 0 Future consideration

1 VOTE

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

1 VOTE

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

2 VOTE

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

1 VOTE

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

1 VOTE

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

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