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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
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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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 about a month ago | Status changed about 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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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
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 9 months 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
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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Planned
5
Duplicate Key Error - when renumbering Assembly ID
When trying to update an assembly to one that already exists, the Application forces you to close the Application. Error message: Cannot insert duplicate key row in ...by: Lou P. | over a year ago | Last activity over a year ago | Status changed 5 months 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
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
2
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 over a year ago | Status changed over a year ago | Other
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Planned
1
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 over a year ago | Status changed over a year ago | Other
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Votes
2
Single Button - On/Off Toggle Switch for Assemblies
Many jobs would be easier to complete if I could turn individual Assemblies ON and Off with a single switch. (The Select-Right Click-Adjust works but it is not very slick ...by: Randy S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Planned
1
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 ...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
In "Manage Estimates" you can edit the columns to add certain fields, ...
Add save option for the column layout in the Manage Estimate Functionby: Gregory C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
1
Ability to insert a row
Please add the ability to add a row anywhere in the spreadsheet. Right now it can only be added to the bottom of a Sub-Division.by: Joe M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
3
Substitute All
Please change the substitute all feature. Basically, whenever you are in spreadsheet view/Takeoff order, if you incorrectly selected something in the assembly takeoff ...by: Tristan W. | over a year ago | Last activity about a year ago | Status changed over a year ago | Other
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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 ...by: Kevin E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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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 ...by: Christiane K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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