• Archiving Estimating Files

    Good day everyone Can someone please tell me the best way to archive estimating files, and store them on the hard drive to maybe retrieve later. I am thinking of storing the estimate by year and of course the Database would have to be store also.…
  • How do you import items into a database?

    Hello everyone, I am trying to import items into a database. I have exported them into a CSV file within Sage Estimating, but I can not find out where you can import them. I was trying to merge 2 databases with the database editor, but they have different…
  • Merging estimates from two separate Sage users, each on a different location (server)

    I'm working alongside a freelance estimator who's working on a portion of the project from a remote location. His version of Sage is one version older than the one in our server. Would it be possible to merge both estimates into one? If so, how…
  • Data base item change date

    A general and important question When you insert a item into the estimate from the database the change date is the current date. What I want to know can a column for the data base change date be visible in the estimate file. This would make it easier…
  • Unlinking Items

    I have 14 material items that are linked together. Is there a way to unlink all items in this group that does not require editing each one?
  • Unable to retrieve data for estimate

    Error retrieving data for an estimate. Error: "Error Staging Data No data was returned by Sage Estimating. This could be caused if the estimate you selected is currently open (locked) in Sage Estimating. Close the estimate and then try again…
  • Is there a way to import estimates from Excel?

    We are a custom homebuilder. I have multiple base house plan estimate takeoff files with roughly 300 items in each. I'd like to load them into base estimate templates in SQL estimating with an easier method than just doing an item takeoff manually if…
  • "Updating Job Cost Phase" Database From Estimate

    I have updated few "JC phase" items in the estimate and then tried to update these item in "DATA Base" with utilizing " I have gone through all steps from inserting "Update DB" col and check make the items and also followed all steps after. …
  • Crew Rate Tables

    I am building new crew rate tables and desire to create individual adders to each labor rate, currently I have 20 plus added columns that are driven from the base rate. I am curious is there any way to download these columns of cost into the job cost…
  • 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…
  • 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