Adjusting productivity for an assembly

Note: This feature is available only with a Sage Estimating (SQL) SQL product license. (It is not available with Sage Estimating Essential.)

You can adjust the productivity for an assembly during takeoff or when reviewing assemblies after takeoff.

Tip: When adjusting assembly productivity during takeoff, we recommend that you enter the dimension values before you adjust the productivity. Entering the dimension values first makes it easier to reach your productivity target.

To adjust productivity for an assembly:

  1. In the Assembly Takeoff window, below the takeoff grid, click [Adjust Productivity].

  2. Enter the adjustment percentage in the Adjust Assembly Productivity window.

    • To increase productivity, enter a positive percentage.

    • To decrease productivity, enter a negative percentage.

  3. Click [OK].

Sage Estimating (SQL) adjusts the total cost for the assembly and displays the new amount in the bottom border of the Assembly Takeoff window.

A red triangle appears on the items in the takeoff grid to show that the productivity has been adjusted and is pending. It also appears on the Extension tab of the Detail window, in the Convert field, for assembly items whose productivity has been adjusted.

As long as adjustments are pending, you can reverse (undo) them. When you finalize them, Sage Estimating (SQL) removes the adjustment history, and you can no longer reverse them without making an additional adjustment.

If your productivity adjustment affects a productive factor that is not equal to 1 (one), Sage Estimating (SQL) recalculates the productivity factor automatically. If you selected the Skip marked, manually adjusted factors when repricing from factor table option (in Estimating Options), Sage Estimating (SQL) will not overwrite the adjusted factor when you apply a factor table to the estimate.

Tip: Only the items currently in an assembly are affected during productivity adjustment. Any items you add later (from item tables, select-at-takeoff, or manually) are not adjusted.