Learn more

Setting up a new item table

Item Setup Form

Fill out one copy of this form for each item you plan to set up in Sage Estimating.

Fill out one copy of this form for each item you plan to set up.

Field  (Entry up to ...)

Phase (code)  (9 characters)

Item (code)   (4 characters)

Description  (260 characters)

Takeoff unit  (8 characters)

Formula   (20 characters)

Waste factor   (2 digits)

Crew   (20 characters)

Space for entering notes is provided below (1520 characters).

Item notes

 

 

 

 

 

 

 

 

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Pricing tab

Category name (up to 3) Price per unit Conversion factor
for example, L - Labor, M - Material (up to 8.3 digits) (up to 4 characters) for example,50 sqyd per roll

 

 

 

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Rounding tab

_______________________________ category
(Write the category name here.)

Field Entry

Rounding method 

Up to closest   Down to closest   Closest    None

Number or increment to round to (Examples: 1, .5):

Apply waste%  

(Select this check box to apply the waste factor to this category.)

Taxable  

(Select this check box if this category is taxable.)

_______________________________ category
(Write the category name here.)

Field Entry

Rounding method:  Up to closest   Down to closest   Closest    None

Number or increment to round to (Examples: 1,.5):

Apply waste%  

(Select this check box to apply the waste factor to this category.)

Taxable  

(Select this check box if this category is taxable.)

_______________________________ category
(Write the category name here.)

Field Entry

Rounding method:  Up to closest    Down to closest    Closest   None

Number or increment to round to  Examples: 1, .5

Apply waste%  

(Select this check box to apply the waste factor to this category.)

Taxable  

(Select this check box if this category is taxable.)

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Links tab

Category name Link item price? Phase code and item code of item to link to:

Yes    No

Yes   No

Yes   No

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Subcategory tab

Category name Enter the subcategory for each category (number from 1 to 99)

 

 

 

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Job Cost phase tab

_______________________________ category
(Write the category name here.)

Field   (Entry up to...)

JC phase   (9 characters)

JC category  (3 characters)

Quantity to Job Cost:  Takeoff qty   Order qty   None n/a

 

_______________________________ category
(Write the category name here.)

Field   (Entry up to...)

JC phase  (9 characters)

JC category   (3 characters)

Quantity to Job Cost:  Takeoff qty    Order qty    None n/a

 

 

 

_______________________________ category
(Write the category name here.)

Field  (Entry up to...)

JC phase  (9 characters)

JC category   (3 characters)

Quantity to Job Cost  Takeoff qty    Order qty    None n/a

 

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

WBS codes

WBS code | Value