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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 9 months ago in Estimating Items / UI User Interface Enhancements / Work Assemblies 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 7 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 8 months ago in CO / CPR / Estimating Items / Purchase Orders / SCO / Subcontracts 0 Future consideration

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 10 months 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 12 months ago in Digitizer / Estimating Items 0 Future consideration

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 12 months ago in Estimating Items / Log Style Reports / Prime Contracts / Proposals, Reports, Logs, Exports 0 Future consideration

Drawing Take off

It would be great to have a plan take off module within leads. currently we are using other take of software, then transferring via Excel which is very clunky. We feel it is one of the biggest missing items within the software. this would also be ...
Paul Di Natale about 1 year ago in Digitizer / Estimating Items 1 Future consideration