• Planned

    5

    Need a customized column similar to a WBS that can total other columns

    The only customized columns available are in the form of WBS columns, which are good for sorting, but cannot be used in formulas. We would like a column that is ...
  • Planned

    1

    Send over addons to Bid Matrix

    Tried the sky bridge in Bid Matrix and the round trip works great bringing back in a project from Bid Matrix as a new Sage estimate. What doesn't work at all, however, ...
  • Planned

    3

    Flip productivity units on spreadsheet hr/unit --> unit/hr

    Right now the only way to "flip" productivity units on the spreadsheet is to open the items details window on the line item, then right click over the "/" slash where ...
  • Planned

    3

    Job Size Field - Allow Decimals

    On the estimate information page, we need to be able to add decimal values in the Job Size field. We are a Transmission Service Provider that tracks TL projects by line ...
  • 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 ...
  • Planned

    1

    Deleting Addon Template Description Wrong

    When trying to delete an addon, I get a message that the addon is used by a totals template. But the note gives the description of the addon. I believe it should give the ...
  • Planned

    2

    File – Manage Estimates does not allow you to drag and drop a file ...

    File – Manage Estimates does not allow you to drag and drop a file with the same name into a different folder. It gives and error saying to rename either estimate and ...
  • 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 ...
  • Planned

    5

    Locking Location Values

    In Pervasive, I was able to select or set a location in the Default takeoff values and select ok. That location would be locked for all future item or assembly takeoffs ...
  • Planned

    8

    Adjust font size by column for Notes column

    The option to adjust the column font size was removed in version 18.12. It would be extremely helpful to restore this ability for the Notes column since you are able to ...
  • Planned

    9

    Alternates - Base Bid should not change

    There needs to be a way to have “Base Bid” items in an estimate when using alternates. When including or excluding alternates, the “Base Bid” value should not change. All ...
  • 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 ...
  • Planned

    2

    Display entire branch "path" of an estimate

    Maybe hovering over the estimate name tab the entire branch path could be displayed. Wanting to open up another estimate in the same branch location but don't always ...
  • Planned

    6

    "Enhanced" Notes

    Ability to add additional sections to the estimate notes were added, along with rich text formatting. Unfortunately, none of this functionality is usable when printing ...