• Votes

    1

    Combine items in spreadsheet based solely on item descriptions

    Whenever I edit old estimates the items will not combine unless I re-price the estimate, or if item numbers or anything changed, I have to make an extra step to replace ...
  • Votes

    1

    Substitute

    The ability to substitute an item from the spreadsheet view. Anyone editing an estimate. It's time consuming to have to either go back to the assembly to do this, or to ...
  • Votes

    2

    Add Assembly from Assembly List

    The ability to add the assembly from the assembly list without having to open the assembly first. Who? Anyone who wants to save a step. Why? Time saving. How Used? ...
  • Votes

    1

    Send *unassigned* items to JC by themselves

    In order to send a portion of an estimate as a "Base Project" in Job Cost, the WBS code needs to be *unassigned* so it is not included in an Extra. This works great if ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • Votes

    1

    link labor and equipment production

    It would be great to have the ability to link labor and equipment productivity.
  • Votes

    4

    Base Productivity & Productivity Factors

    Adjusting the "Labor Productivity Factor" changes the "Labor Productivity", and the "Labor Base Productivity" remains unchanged as it should. However, when you adjust the ...
  • Votes

    2

    Duplicate WBS code with values

    Let's say we have a WBS code capturing a buyout package assignment ID. But then things get shuffled around for how things are getting bought out. It would be nice to be ...
  • Votes

    2

    A WBS Report listing all 40 User Codes and their Direct Cost will be ...

    Sorting an Estimate by user defined WBS codes, and just having that codes Direct Cost will be helpful
  • Votes

    2

    It would be helpful to have a second notes area in item details ...

    We currently enter historical productivity notes in the Notes box, then have to delete them once they've been added to the estimate. Maybe you have a better method ...
  • Votes

    3

    WBS codes – Data Types

    When setting up WBS codes need to be able to define a data type (Number, String, Date, Limit to List Value) for each WBS code. When use enters value that is not the ...