• Emailing an Estimate Spreadsheet

    Prior to upgrading to SQL, I was able to attach an estimate spreadsheet to an email to send to a colleague for reviewing purpose. I have not been able to figure out how to perform this function over the last several weeks. I can use an assist in how to…
  • Management Console room for improvement

    Every time I open an estimate MC automatically puts me at the bottom of the tree. So if I have an estimate in company A and open it, after the estimate opens I am brought to the very bottom. If I wanted to open another estimate or estimates in that same…
  • Has anyone noticed Estimating performing slower when connecting to SQL Database with Windows 10 machine?

    Finding that the response of SQL Estimating is delayed when working with a Windows 10 machine (specifically when modifying a column with grouped items). Here is what we've tried/found so far: Working in an environment where the SQL Database is hosted…
  • DB Schema

    Hey, Where can i get a DB Schema for Estimating? Support doesn't offer one, which is crazy. I'm trying to track down what fields are where so we can do some analytics of the data. Thanks,
  • Anyone successfully running Sage Estimating (SQL) on a VPN? and/or Azure?

    Anyone successfully running Sage Estimating (SQL) on a VPN? and/or Azure?
  • Bug in Release 20.1?

    Bug in Release 20.1? When I export a report, not all the spreadsheet columns are hidden by default. Most of them are, but the ones at the end of the spreadsheet are not. There is a complicated workaround where a new layout is created with all columns…
  • Estimate Security

    What are the options for estimate security? Currently, we are set to all estimators can view and edit all estimates. Is it possible to set estimate security by Role rather than by each individual estimate?
  • Calculate a project duration

    How to calculate a project duration in totals page? Is there a certain "Add-On"? Looking for some pointers, thank you in advance!!
  • How to create and maintain Assemblies in Sage Estimating?

    Looking for a course or training video on how to create, edit, and maintain Assemblies in Sage Estimating. We are on version # 17.13.17326.401.
  • Import Change Order Estimate

    We are trying to bring over a change order from Estimating 18.4 to Account 18.4, but the option "Estimate Change Request" doesn't exist. Is there something we need to do to get PJ to allow us to import a change order? Does this require version 19.12?…
  • Forecasting Remaining Project Costs

    Hi everyone, Is there anywhere in Sage where Project Managers can enter Forecasted Remaining Project Costs? I'm looking for a "Budget Balance" value that considers the project cost code's budget balance after actual costs, after remaining commitments…
  • Contract Change Order vs. Schedule of Values Change - Is there a difference?

    Is a Contract Change Order the same as a Schedule of Values Change?
  • Standard Estimate Report SQL 18.2.2 - Phase Code Numbers don't show up (or are "behind" the Description) after upgrade to 18.2.2?

    When I run the report now, the actual Phase Code numbers do not show up in the report, just the Description. Save it as pdf and go to edit the pdf, edit the cell where the descriptions are and it appears to be a muddle of the description and the number…
  • B2W Estimating and Track

    Is anyone using B2W Estimating or Track? We have been using estimating for close to 2 years but I haven't been able to correctly import an estimate into Sage. We have Track but have not started using it yet. I'd like to find out if anyone is using B2W…
  • Custom Crystal Reports Wont run on 18.12

    So we tried to update from 17 to 18.12 with Estimating. However, when we did this all of our Crystal Reports wont work.. We are using SQL for our databasing. (SAP Crystal Reports 2016 Support Pack 5) Version 14.2.5.2618 Is what were running for Crystal…
  • Report All Job Cost Codes with description Sage18.11 to excel

    We recently upgraded from Pervasive to Sage 18.11. I am trying to update and also do some improvements in our existing database(Job Cost Codes or Job Phase,NOT PRICE CODE!). There are no way to make a report for all Job Codes plus Descriptions into…
  • Is it possible to move Crew/Resources/Rate Tables from an estimate to the database?

    I created Crews/Resources/Rate tables etc in a template estimate that I start from in each of my estimates. The other estimators prefer the way I have set things up and management likes the way I set up the rate tables so they can easily go in and update…
  • Assembly Building

    Hello, I am trying to build an assembly for concrete footings and having trouble figuring out the best way to go about it. I have built plenty of other assemblies and they work great, but this time around I am stumped. My goal is to have one single…
  • SQL Estimating 18.11 Spreadsheet Report Errors

    I am having trouble with setting up and saving spreadsheet reports. Minimize overlines does not work correctly, saved reports seem to randomly change on their own and I can't change the order in which columns are displayed. Anyone have a solution?
  • Adding Item to Takeoff taking 6-9 seconds in Estimating 18.11

    After upgrading from Estimating 16.1 to 18.1 we have seen a drastic change in how long it takes to add a Item to a takeoff. When we choose an item to add, it takes 6-9 seconds to add that item to the Item Takeoff screen. in the old version it was almost…
  • Anyone experience intermittent slowness with Estimating 17.1 SQL?

    We have experienced this before but it quit before figuring it out but now it is back....Estimating is slow to open application and then when trying to open an estimate, it goes to not responding and then will eventually open. Can not find anything that…
  • How do you Display group and phase totals without collapsing the estimate?

    FormerMember
    FormerMember
  • how to paste multiple rows of cells from excel to sage

    FormerMember
    FormerMember
    Is there a way to copy a set of 100 cells (100 rows deep by 1 column wide) and paste those into excel? Right now doing it one by one and sure takes a long time..... Thank you
  • Imported Estimate to Job Cost: Need Job and Date

    Hi, I need to be able to know What Jobs had estimate total simported into Job Cost and posted. The data I am seeking is how many estimates by location my team generated. Each Job is named by location, So I have that data. However, I can not figure…
  • Estimate Templates?

    Is there a way to create a template for estimates so that i don't have to add all the items each time i start a new estimate?