Estimate tabs and line item views

Estimate tabs

Estimate Cost Codes (Sections)

  • Create and Import Cost Codes
  • Scope (ex. Inclusions, Exclusions and Clarifications) can be documented per Cost Code.

Locations (Must be enabled on the Estimate Properties form)

  • Create and Import Locations

Estimate Items

  • Add and Import Estimate Items
  • Group and Filter Estimate Items

Bid Management

  • Create and Manage RFP Packages
  • Send out Bid Invites by RFP Package
  • Bid Analysis By RFP Package

Global Markups

  • Add Global Markups
  • Add Adjustments (Cuts and Adds)

Cost Code Summary / Export

  • Calculates Estimate Automatically (ex. Global Markups, Cost Code Totals, Estimate Totals)
  • View Estimate Cost and Sell Summary By Cost Code, Internal Grouping Codes and/or Location
  • Export Estimate to Microsoft Excel in various formats

Estimate Summary / Reports

  • Calculates Estimate Automatically (ex. Global Markups, Cost Code Totals, Estimate Totals)
  • View Estimate Sell/Proposal Summary
  • View Estimate Cost Summary
  • View Estimate Variances (Sell - Cost)
  • Export Proposal Reports using Microsoft Word Templates

Line item views

Estimate Line Items contain a substantial amount of information: description, quantity, units, cost rates, manufacturer information and comments. Unlike a spreadsheet where one has to scroll left and right to view all this information, Sage Construction Management offers grid Views (eg. T, M, L etc.) which show a subset of these fields making it easier to view and update information.

  • Total: Totals View (Shows Cost and Price Totals)
  • Materials: Materials View (Shows Material Resource Fields)
  • Labor: Labor View (Shows Labor Resource Fields)
  • Equipment: Equipment View (Shows Equipment Resource Fields)
  • Sub: Sub View (Shows Sub Resource Fields)
  • Other: Other View (Shows Other Resource Fields)
  • Formula: Formula View (Shows equation that is used to calculate quantity.)
  • Assembly: Assembly View (Shows if Item is part of an Assembly.)