In the Reports tab, when we run "Comparison Report," we observe that the report shortens the names of the Estimates being compared. How many characters will display, seems to depend on the page setup (page size and margins) being used, but it seems to be limited to around 20 characters. Sometimes it is even less than 20, as it seems to depend on how many complete words will fit into a certain # of characters, NOT partial words. I have seen it cut off at 11 characters before because the next full word in the title would have caused it to exceed 20 characters. This is a major frustration to our estimators because they tend to name their estimates fairly long names that contain relevant details, and they want those full estimate names to show on the Comparison Report. For example, often, they will have multiple estimates that start with the same name (the opportunity name) and the tail end of the estimate name identifies what phase of pricing it is. For example:
“Soucy Windsor Medical Center Workforce Housing – Schematic Design Budget rev 02-01-2021”
“Soucy Windsor Medical Center Workforce Housing – Design Development Budget – rev 02-22-2021 – 4 Story TH”
“Soucy Windsor Medical Center Workforce Housing – GMP rev 03-31-2021”
The way the Comparison Report currently works, it cuts off those crucial pricing phasing and revision dates at the end.
If Sage Estimating allows an estimator to title their estimate with a certain amount of characters (I am unsure what the limit is, but I have seen estimates where it allowed 83 characters, for example), then the Comparison Report should be able to accommodate just as many characters in the heading where it shows the estimate names.
Anyone who uses the Comparison Report and titles their estimates longer than 10 characters would benefit from this improvement.
Without this improvement, users are forced to have a report that does not include the full names of the estimates, or to manually type the full names onto the report manually after printing the report, which is time-consuming if you are printing these types of reports dozens of times in a week.

by: Kerry E. | over a year ago | Other