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Estimating, RFP, Proposals (Pre-Construction)

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Only allow estimates with an "approved" status to be added to prime contract

This idea would ideally build upon idea "SAGECM-I-33". Currently, an estimate with any status, including draft, may be added to a prime contract. Ideally, an estimate would undergo a review/approval via a system-defined workflow. Per "SAGECM-I-33"...
Carl Lyles 6 months ago in Contracts and Procurement Workflow / Estimating, RFP, Proposals (Pre-Construction) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 Future consideration

Add project location for work orders and subcontracts

being able to have project locations for home builders or other industry for example bathroom, kitchen, mudroom, etc. to be added to work orders and subcontracts and trhoughout the workflow for visibility in the project
Ariel Johannes 3 months ago in Locations / Procurement / Work Orders 0 Future consideration

Add a scale tool to the drawings viewer

Add a tool where the user can set the drawing scale, this will allow them to know the measurements of items in the drawings.
Jack Speshock 8 months ago in Digitizer / Document Viewer / Drawings 0 Future consideration

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 about 1 year ago in Drawings / Estimating Items / New Product Integration 0 Future consideration

System setting to default "Enable Locations" on estiamtes

The current default for "enable locations" is unchecked when creating estimates. For businesses that will consistently utilize the "Enable locations" feature, it would be desirable to have a company setting that would allow for "enable locations" ...
Carl Lyles 6 months ago in Locations / UI User Interface Navigation 0 Future consideration

Add Project Specific Locations for job cost reporting purposes

Currently, project specific locations can be used on an estimate only. However, it would be nice to copy these locations to the project side via the contract admin setup wizard. This would facilitate a new set of job cost reports by location.
Norman Wendl 6 months ago in Detail Financial Analytic Reports / Locations / Prime Contract Setup Wizards (Includes Project Setup Wizard) 4 Future consideration

Allow grouping of estimate by owner code

Many of our larger customers provide templates as to how they wish for their estimates to be broken down. These templates include line items with specific descriptions. Upon project award, these same line items and descriptions become the basis fo...
Carl Lyles 8 months ago in Estimating, RFP, Proposals (Pre-Construction) 0 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 11 months ago in Estimate Cost Codes (WBS) / Estimating Items / Locations 0 Future consideration

Automatically Link Proposal to Estimate Linked Files when "Emailing PDF" of Proposal

When emailing a proposal through the estimating module, it would be desirable to have the sent proposal letter automatically linked to the corresponding estimate. In the Estimate Property Details page, it would also be desirable that the details o...
Carl Lyles 5 months ago in New Email Features & Email Browsing / Proposals, Reports, Logs, Exports 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 7 months ago in Estimating Items / UI User Interface Enhancements / Work Assemblies 0 Future consideration