Sage Construction Management Ideas Portal
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 whole estimate. No work arounds please.
Thank you this does work.
is there any way to mak it editable from the main items tab without having to turn on coments, go into the item and then drill into the comments tab? Efficiency would be appreciated.
Ben, I believe we already have what you are looking for. Every Work Item in the Cost Database, and every estimate item in an estimate on the items tab has three types of comments you can add: RFP Package Comments, Proposal Comments, Internal Comments. I attached a screen shot to help you find these in estimate items.
On the items tab of an estimate, there is a view in the pull down menu on the far right called "comments". If an estimate item has comments and the "Comments" view is selected, the comments show up below the item the relate to. You can even click edit (small pencil) and edit these comments easily.
These Proposal Comments will also show on a few of the Estimate Proposal forms available.