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Votes
3
Notes within the body of the estimate to help differentiate between ...
We have moved from an older estimating software that would allow us to make notes at the spreadsheet level and at the item or assembly entry level. This was extremely ...by: Bill M. | over a year ago | Last activity 9 months ago | Status changed over a year ago | Other
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Planned
2
Issue with version 21 transfer of estimate to job cost.
In prior version we could create custom JC cost codes on the estimate transfer while transferring estimating. In version 21 you have to go to job cost and create any new ...by: Kevin E. | over a year ago | Last activity 10 months ago | Status changed over a year ago | Other
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Votes
3
Vendor / Subcontractor / Notes rating in address book
Add in a thumbs up/down/maybe on the address book along with notes. So when an estimator selects or enters the vendor or supplier the company ratings and notes pop up so ...by: Mike O. | over a year ago | Last activity 9 months ago | Status changed over a year ago | Other
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Votes
1
Export to Excel with specific settings
This is best explained by the Sage Estimating General Discussion post here: ...by: Robert W. | 10 months ago | Last activity 10 months ago | Status changed 10 months ago | Other
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Votes
1
Intacct Integration
Need the ability, when importing an estimate to Sage Intacct Construction, to be able to break the estimate down into sub-projects, similar to phases inside of sage 100 ...by: RYAN L. | about a year ago | Last activity about a year ago | Status changed about a year ago | Other
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Votes
1
Ability to create PO's in Sage Erp's from Sage Estimating
Expand the integration to the ERP's by making it possible to create PO's and subcontracts using Sage Estimating items, and have that exported to any of the three ERP's ( ...by: RYAN L. | 11 months ago | Last activity 11 months ago | Status changed 11 months ago | Other
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Votes
1
Ability to create PO's in Sage ERP's from Sage Estimating
Expand the integration to the ERP's by making it possible to create PO's and subcontracts using Sage Estimating items, and have that exported to any of the three ERP's ( ...by: RYAN L. | 11 months ago | Last activity 11 months ago | Status changed 11 months ago | Other
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Votes
5
Restrict access to users from multiple databases
We currently have multiple Estimating databases (for various groups in the business) and we would like to restrict users to having full access to all databases and only ...by: Lou P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
4
Estimate opening from incorrect database
Since we upgraded from Pervasive database to SQL in Estimating 20.1, when users open an existing estimate, the estimate opens up in the incorrect database. Users have to ...by: Lou P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
2
Making the rounding tab on the database item window work as intended.
Users should be able to round to the closest multiple of a material (roll, board, feet, etc.) or labor unit (hour, day, week, etc). on the rounding tab. Right now it ...by: Antonio R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
2
Itemize Add-Ons in Estimate
One is able to identify a total amount for Labor+Material+Subcontract+Equipment+Other, but the makeup of 'Add-On' amounts are frequently requested to be broken ...by: Timothy M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
2
Import/Export all Data Tables to/from MS Excel
In version 22.1 some of the data tables (WBS, Locations & Alternates) have MS Excel import/export functionality with an open Sage Estimating session. Other data tables ...by: Nathan G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
2
Report Totals Page - First or Last
Executive level clients like to see the Totals Page first, and then go into the estimate details as required. It would be helpful to have an option to print the totals ...by: Adrian C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
2
Toggle Botton On Spreadsheet Menu For Display Overline Values
Currently we have to go into File / Options to turn on / off Display Overline Totals When Expanded. To me this should be a button on the menu bar under Spreadsheet ...by: Mike O. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Planned
2
See WBS Value AND Description when assigning at item and assembly ...
Right now at item and assembly takeoff you can only see WBS values columns and not the associated Descriptions picking from the drop down selection. So for instance on a ...by: Mike O. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
2
Automatically highlight or bold or flag cells that are changed from ...
Hi, I work on an in house design build team with multiple people/trades/disciplines using sage for project estimates. Our challenge with creating estimates using Sage ...by: Dave S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
2
Importing Estimates - New Custom Cost Codes
I've been looking into the various 'import estimate' formats for .CSV files and while I've able to get the dollar amounts set-up as I'd like, I can't create new cost ...by: Nick Z. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
1
link labor and equipment production
It would be great to have the ability to link labor and equipment productivity.by: Chris P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Planned
2
Fix reporting when 'Automatically calculate overline quantities' ...
When the 'Automatically calculate overline quantities' setting is turned on, the quantities are not shown in the spreadsheet report. This causes us to have to manually ...by: Nathan M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
1
All Reports & Screens Need To Include Decimal Places
We estimate down to the penny and present our contracts with that level of detail included. The majority of the reports do not include the cents on the items and totals ...by: Gehman Design R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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