Sage Estimating Database - Fourth Tier

Question

Is it possible to group items in Sage Estimating (Database Editor)? 
 Basically, I am using the CSI Breakdown. The CSI uses a 4-tier system. 
 
 080000 - Openings (TIER 1) (GROUP)
 
 085000 - Windows (TIER 2) (PHASE) 
 
 085100 - Metal Windows (TIER 3) (ITEM #1) 
 
 085113 - Aluminum Windows (TIER 4) (ITEM #2) 
 085123 - Steel Windows (TIER 4) (ITEM #2)

085200 - Wood Windows (TIER 3) (ITEM #1) 
 
 Metal Clad Wood Windows (TIER 4) (ITEM #2)

This would allow me to break out my estimate in to Aluminum Windows vs Wood Windows and still have the detail underneath. 
 
 I've called Sage, but I'm sure as most of you know, they are completely useless when it comes to understanding customer issues and offering helpful solutions. They just send random articles that have nothing to do with the question, but are close enough for them to close the ticket.

Michael.Johnson · Answer

Database editor only has the option for one level group. 
 You can accomplish this another way. You would need to set up WBS codes to the Database to Include all 4 CSI tiers. Next you would set up item sort for those same WBS Codes. Next you would add those WBS codes to the item so it will sort appropriately.

BenH · Answer

My Friend Mark R...suggests: 
 
 You make Windows a Group Phase and Metal Windows, and Wood Windows under Windows as Phases using all caps as a visual group Then the next level as Phases also but using proper case as a visual the see the difference between Phases. Then your items can be specific under each Phase(type of window). 
 
 Does that make sense? 
 
 See example below.... 
 
 085000 - WINDOWS (Group Phase) 
 085100 - METAL WINDOWS (Phase) 
 085113 - Aluminum Windows (Phase) 
 085123 - Steel Windows (Phase) 
 085200 - WOOD WINDOWS (Phase) 
 085210 - Metal Clad Wood Windows (Phase) 
 
 This should work....

Sage Construction & Real Estate

Sage Estimating Database - Fourth Tier

Top Replies

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING