Digitizer integration with Stratosphere

About Stratosphere

The Stratosphere cloud platform allows estimators to perform takeoffs remotely using advanced tools for measurement and markup.

Stratosphere integration overview video

• Stratosphere integration overview

About Stratosphere integration

• Currently, Stratosphere does not support multiple users per business, so an individual account must be linked to a Sage Construction Management account. Thus, Sage Construction Management users working on an estimate will use the same Stratosphere account.
• Start by setting up a lead or project and estimate in Sage Construction Management. Then this information and related drawings can be used to create the Stratosphere project. Objects are linked and exported as follows:
  • Sage Construction Management lead or project --> Stratosphere Project
  • Sage Construction Management uploaded drawings --> Stratosphere documents
  • Sage Construction Management estimate line items --> Stratosphere layers
• To open a linked project in Stratosphere if it is not already open, you can use the View in Stratosphere option on the estimate's Items tab.
• A project in Stratosphere can contain numerous documents, such as drawing files in PDF format, and layers.
• A layer in Stratosphere designates a type of measurement, and it can contain multiple measurements from different documents.

Add Stratosphere log-in credentials

Add your Stratosphere log-in credentials in Sage Construction Management.

1. Log in to Sage Construction Management as an Admin.

2. Select Settings > Digitizer.
3. Select Stratosphere from the Digitizer Software dropdown.
4. Enter your log in credentials for Stratosphere.
5. Select Save.

Set up a lead or project

Create a lead or project in Sage Construction Management, including drawings, and estimate, and optionally specifications.

1. Create a lead or project in Sage Construction Management.
2. On the Lead or Project Home page, select Drawings in the Project Library section.
3. Select Actions and then select one of the options for adding drawings.
4. Add your drawings in PDF format.
5. Optionally, go to the Lead or Project Home page, select Specifications in the Project Library section, and upload specifications in PDF format.
6. Go to the Lead or Project Home page and select Estimates in the Preconstruction section.
7. Select Actions and then select Add estimate to add an estimate.

Create a project in Stratosphere

Create a project in Stratosphere and copy drawings and specifications from Sage Construction Management.

1. In the Estimate Properties form, select Use Digitizer for Estimate in the Use Digitizer section.
2. Go through the setup wizard to create a project in Stratosphere and upload drawings and optionally specification files.

Add estimate cost codes and line items

1. In the Estimate Properties form, select View Estimate.
2. Add cost codes to the estimate.
3. Add cost line items to the estimate.

Digitize estimate line items

1. Go to the line item to be digitized.
2. Select the cost line item description.
3. Optionally, select Create Layer in Stratosphere to create a new layer for the line item.
4. Optionally, select Link with existing Stratosphere Layer if a layer was created manually in Stratosphere for the item measurement.
   1. In the dialog, select the corresponding layer for the cost line item.
   2. If there are more than 19 layers, you can use the Search field to filter layers.
   3. Select Link with Existing Layer.
5. Go to Stratosphere and complete a linear, area, or count measurement.
6. Go to the estimate item details form in Sage Construction Management.
7. Select Update Measurement from Stratosphere.

Digitize multiple estimate line items

1. In the Items tab, select one or more line items to be digitized.
2. Select Choose Bulk Action.
3. Select one of the following options:
   • Create Area Layer in Stratosphere
   • Create Linear Layer in Stratosphere
   • Create Count Layer in Stratosphere
4. Go to Stratosphere and complete linear, area, and count measurements.
5. Go back to the estimate items in Sage Construction Management.
6. Optionally, select Special Filter > Digitize Items.
7. Select all items.
8. Select Choose Bulk Action.
9. Select Update Measurements from Stratosphere.

Change line item measurement type

You can change the measurement type for individual line items.

1. Go to the line item that requires a measurement type change.
2. Select the cost line item description.
3. Select Update Measurement Type.
4. In the dialog, change the measurement type.
5. Select Update Type.

Remove Stratosphere link from line item

You can remove the Stratosphere link from individual line items.

1. Go to the line item.
2. Select the cost line item description.
3. Select Delete Stratosphere Link.