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Estimating Items

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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 about 1 year ago in Estimating Items / UI User Interface Enhancements / Work Assemblies 0 Future consideration

Add a comments or notes column to the estimating items screen.

Adding a comments column to the item screen, that is editable an visible on the items tab, would allow a user to input comments for each item on the list for special instructions or clarifications. This is not the same as a comments tab for the wh...
Ben Walters 5 months ago in Estimating Items / UI User Interface Enhancements 3 Already exists

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 10 months ago in Estimating Items / Schedules (Gantt Chart) 0 Future consideration

estimate summary report

I need a report that should already be available. There needs to be a report of the current estimate by lead including these columns, cost code, description, quantity, units and rates for each of these, (Material, labor, equipment, Sub and other),...
Ben Walters 5 months ago in Estimating Items / Proposals, Reports, Logs, Exports 3 Already exists

Cost code to premade item list

Could you code a simple option on the items tab to make an item out of every cost code selected for the estimate? Currently you have to manualy choose each one to create the item list. Most estimates are 70+ items long. you could save us so much t...
Ben Walters 5 months ago in Estimating Items / Job Cost Codes / Work Items 1 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 12 months ago in Estimating Items / Work Assemblies / Work Items 3 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 6 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 6 months ago in Cost Database / Estimating Items 3 Planned

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 about 1 year ago in Alerts and Calendars / Estimating Items / Work Items 0 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 over 1 year ago in Digitizer / Estimating Items 0 Future consideration