• Allocating addons to bid items and exclude some

    I need assistance in allocating addons to bid items and want to exclude some items. Example, there are 50 bid line items and I want to exclude bid item 10, 15, 30 & 40 from the addon allocation.
  • Estimates file listing

    Hello Is there a way to print out a listing of all our estimating projects? Using 22.1 SQL This would be handy for clean up before export files for archiving. Thanks anybody
  • 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…
  • Sage Estimating Version 23.1 url is dead (and a fix)

    If you go to the link for the new version of estimating it takes you here: https://support1.na.sage.com/selfservice/viewdocument.do?noCount=true&externalId=119805&sliceId=1&cmd=&ViewedDocsListHelper=com.kanisa.apps.common.BaseViewedDocsListHelperImpl…
  • Sage Estimating Training

    We have had some employee turnover and we're looking for training onsite, remote or recorded specifically relating to Sage 300 CRE Job Cost and Estimating integration and use. We've contacted our sage partner and they have responded, although we're…
  • Sorting / moving estimate line item

    Hi, Is there a way or method to sort / move an estimate line item in the order which I want to? The estimate is sequenced to group the estimate under Bid Item. I want to move line number 14 to line 13 and vice versa.
  • Sage Estimating Report Layout Modification

    Hi, Is there a way to modify the layout of a report? I'm trying to print a "Bill of Quantities" report, but the data within the columns are getting truncated.
  • 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…
  • Labor Productivity + Crews

    I'm wondering how labor productivity interacts with crews. If i change my crew from two resources to three, do i have to adjust my labor productivity to account for those added resources? I'd like my labor productivity to be calculated per "resources…
  • 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…
  • Estimating 19 compatible with Accounting 22.2?

    Trying to figure out which versions of Sage Estimating SQL are compatible with year end supported version 22.2. I'm seeing that Estimating 22.1 is compatible, but in the release notes it seems to say earlier versions of estimating sql are compatible.…
  • Rounding tab on database item form

    What is the purpose of the rounding tab on the Database Item. For example, I have tried to round up to the closest drywall board (32 sq ft) or in the case of labor, to the next whole day. However, this feature does not seem to work. Am I missing a step…
  • 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?
  • Updating to current CSI codes

    My company is still using the 16 division CSI codes in Sage and I'm trying to figure out how to update sage to the current CSI codes. I'm finding that you can use the Means Integrator to update this, but it requires RSMeans Cost Data files, which I…
  • Estimating Assemblies Building - Offline

    We have a diverse amount of experience in our estimating department. Our assemblies have always been high level without a ton of details because we sub out 90% of the work. We have many junior estimators that have worked in the subcontracting world and…
  • 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…
  • How can we troubleshoot the license server?

    How can we troubleshoot the license server? Do there is command that we can do to test? How can we force entitlement update? How can we Increase the timeout value passed to the call to Request or increase the SendTimeout value on the Binding…
  • Project file

    Sage Estimating version 20.2 Does anyone know if it is posssible to e-mail a project file to another Sage user without them have a copy of the database? And if so what files do we send and will they be able to open the file with there Sage Estimating…
  • Estimating Assemblies

    How do you make one time assembly containing a one time item in it and saving it to the estimate only? Thank you
  • 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. …
  • Adding Crystal Report(2011) in Sage Estimating 19.12

    I am trying to add crystal report on Sage Estimating. As mentioned on one of the manual, I started by adding a blank report in Sage Estimating Report Management Console. Then next step is to select one of the estimate from report working data set( on…
  • Reporting - General

    Hello, Does anyone know of some standard documentation or videos that comprehensively discuss the native reporting applications in Estimating 19.12? I'm putting together some training for Estimators in my company and I'd not like to recreate the wheel…
  • Resouce Hours in estimating spreadsheet total page

    Can the total hours from each resources be shown in the standard spreadsheet totals Page ? Currentyly need to run the crew analysis report to get this info.