Estimate tabs and line item views

• Estimate Cost Codes

  • Add and import cost codes.

• Locations

  • Add and import locations.
  The tab displays if locations are enabled on the Estimate Properties page.

• Items

  • Add and import estimate items.
  • Group and filter estimate items.

• Bid Management

  • Add and manage RFP packages.
  • Send out bid invites by RFP package.
  • Bid analysis by RFP package.

• Global Markups

  • Add global markups.
  • Add adjustments (adds and cuts).

• Cost Code Summary / Export

  • Calculates estimate automatically, such as global markups, cost code totals, and estimate totals.
  • View estimate cost and sell summary by cost code, internal grouping codes, or location.
  • Export estimate to Microsoft Excel in multiple formats.

• Estimate Summary / Reports

  • Calculates estimate automatically, such as global markups, cost code totals, and estimate totals.
  • View the estimate sell/proposal summary.
  • View the estimate cost summary.
  • View estimate variances (sell and cost).
  • Export proposal reports using Microsoft Word templates.

• Scope

  • Scope, such as inclusions, exclusions, and clarifications, can be documented.

• Drawings

  • View drawings.

• Specifications

  • View specifications.

Estimate line items contain details such as descriptions, quantities, units, cost rates, manufacturer information, and comments. Sage Construction Management provides multiple views that display only a relevant subset of fields. This allows you to focus on the information you need and update line items more efficiently.

The following views are available:

• Total: Displays cost and price totals.
• Total With Item Code: This view is similar to the existing Total view, but includes an additional Item Code column.
• Materials: Displays material resource fields.
• Labor: Displays labor resource fields.
• Equipment: Displays equipment resource fields.
• Sub: Displays subcontractor resource fields.
• Other: Displays other resource fields.
• Formula: Displays the equation that's used to calculate quantity.
• Manufacturer: Displays manufacturer detail fields.
• Assembly: Displays if an item is part of an assembly.