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Estimating Items

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Create Estimates on Ipad

Be able to create estimates on the Ipad or an option to view it
Guest 8 months ago in Estimating Items / Mobile - Android / Mobile - Apple 1 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 over 1 year ago in Estimate Cost Codes (WBS) / Estimating Items / Locations 0 Future consideration

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

See attached mockup for more details
Norman Wendl about 1 year ago in CO / CPR / Estimating Items / Purchase Orders / SCO / Subcontracts 0 Future consideration

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

Rearrange estimate codes

Please implement a feature that allows you to rearrange the estimate cost code by dragging; the method you have now is very inefficient.
Guest 6 months ago in Estimate Cost Codes (WBS) / Estimating Items 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 about 1 year ago in Estimating Items / Work Assemblies / Work Items 3 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 7 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 7 months ago in Estimating Items / Job Cost Codes / Work Items 1 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 8 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 8 months ago in Cost Database / Estimating Items 3 Planned