Hi Ben,

Estimate Cost Codes in Sage CM are more like work breakdown structures. They are specific to Estimating and are used for grouping your estimate items. This allows you to create an estimate that you can summarize at the Estimate cost code level or view in detail at the item level. See this example:

There are many ways that you can configure this, it sounds like you're looking for a 1-1 relationship between Estimate cost codes, Items, and Job Cost Codes? In that case, you would have to set up the Estimate Cost Codes list and then add the items.

One way to make this easier would be to set up a template lead with a template estimate that has all of your cost codes, then you can copy that and remove any you don't need for the new lead, or you can use Excel to import the estimate items and cost codes. Here are instruction and a few sample templates you can use:

https://help.sagecm.intacct.com/Content/Modules/Import/ImportEstimate.htm

Thanks!

Is there a suggestion box for this product - particularly the estimating and leads module?  One is create the integration piece to Sage Estimating where you can multi select items and do assembly takeoff exceptionally fast...in a modern way.

In the past I suppose I could've went down to the Amazon warehouse nearby and searched through all the items there and find what I was looking for.  But searching online and having the automation and software do it for me was much easier.

This work around it like going down to the dock where the template estimate ship from China that had just one of everything they had there was parked.  After emptying it I finally found what I was looking for and I just sent the rest back on the same template estimate ship to China.  Ill do that 4 and five times a weekly sometime daily.   Oh wait there is an alternate...come back!! 

I think it's time a bit of investment was put forth into Sage CM Estimate and Leads module to work seamlessly with the best in class products already there under the Sage warehouse and im-port functionality.

Is there a suggestion box for this product - particularly the estimating and leads module?  One is create the integration piece to Sage Estimating where you can multi select items and do assembly takeoff exceptionally fast...in a modern way.

In the past I suppose I could've went down to the Amazon warehouse nearby and searched through all the items there and find what I was looking for.  But searching online and having the automation and software do it for me was much easier.

This work around it like going down to the dock where the template estimate ship from China that had just one of everything they had there was parked.  After emptying it I finally found what I was looking for and I just sent the rest back on the same template estimate ship to China.  Ill do that 4 and five times a weekly sometime daily.   Oh wait there is an alternate...come back!! 

I think it's time a bit of investment was put forth into Sage CM Estimate and Leads module to work seamlessly with the best in class products already there under the Sage warehouse and im-port functionality.

Hi Mike,

We are working on integrating with Sage Estimating, though I don't have a timeline for that at this time.

You can get to the suggestion box from the Help menu:

Thanks!