Estimate Information window

Enter a brief description (required, up to 100 characters) for the project.

The project name appears in the title bar of the Spreadsheet window. It also appears on the heading of every page when you print an estimate report or a report cover page.

Select a project type from the list, if project types are set up for the standard database.

Alternatively, you can add a project type to the list, but this type remains with the estimate and is not available in the standard database.

For information about setting up a list of project types, see Defining consistent values for a standard database

Enter any title information (up to 25 characters) you want to appear on the cover sheet for the estimate.

Select an estimator from the list.

Alternatively, you can add an estimator to the list, but this name remains with the estimate and is not available in the standard database.

Type the size of the job (up to 8 digits).

As soon as there are actual currency amounts in the spreadsheet, Sage Estimating calculates the cost per unit for the entire job by dividing the total cost of the estimate by the job size. The cost per unit displays in the Totals window.

You can also use the job size in formulas and as a basis for addons in the Sage Estimating software.

Select the unit of measure (up to 8 characters) associated with the job.

You can clear your selection at any time by clicking [Clear].

Type the amount of time (up to 8 digits) you expect the project will take to complete. You can use the duration in formulas and as a basis for addons.

Type the project's time unit of measure (up to 8 characters) that applies.

Displays the default factor table for this estimate.

During takeoff, Sage Estimating uses your entry to adjust the prices in the spreadsheet. For a new estimate, this field is blank. When no factor table is specified, Sage Estimating uses the Base Price, (the original item prices stored in the database).

Use these definable fields to store custom information for your estimate.

Type the number and street name (2 lines of up to 25 characters each) for the location of the project.

Type the name of the city (up to 25 characters) for the location of the project.

Type the name of the state or province (up to 25 characters) for the location of the project.

Type the US ZIP code or international postal code (up to 10 characters) for the location of the project.

Select the client company associated with the estimate. You can click [Clear] at any time to clear your selection.

Companies in the list are set up in the address book. Click [Edit] to open the Address Book window to edit the company information.

If the company does not exist, you can easily add it to the address book by typing the new name in this field, and then pressing Enter. For more information, see Setting up a company from the Estimate Information window.

Select the contact person associated with the estimate. You can click [Clear] at any time to clear your selection.

The list includes person records that are associated with the client company. Click [Edit] to open the Address Book window to edit the contact information.

Displays the main phone number (as set in the address book) of the contact person associated with the estimate.

Select the architecture company associated with the estimate. You can click [Clear] at any time to clear your selection.

The list includes person records that are associated with the architect company. Click [Edit] to open the Address Book window to edit the company information.

If the company does not exist, you can easily add it to the address book by typing the new name in this field, and then pressing Enter. For more information, see Setting up a company from the Estimate Information window.

Select the architect associated with the estimate. You can click [Clear] at any time to clear your selection.

People in the list are set up in the address book. Click [Edit] to open the Address Book window to edit the contact information.

Displays the main phone number (as set in the address book) of the architect associated with the estimate.

Select the engineering company associated with the estimate. You can click [Clear] at any time to clear your selection.

The list includes person records that are associated with the engineer company. Click [Edit] to open the Address Book window to edit the company information.

If the company does not exist, you can easily add it to the address book by typing the new name in this field, and then pressing Enter. For more information, see Setting up a company from the Estimate Information window.

Select the engineer associated with the estimate. You can click [Clear] at any time to clear your selection.

People in the list are set up in the address book. Click [Edit] to open the Address Book window to edit the contact information.

Displays the main phone number (as set in the address book) of the engineer associated with the estimate.

Type the name (up to 25 characters) of the company that won the bid.

Type the amount of the winning bid.

Type the date (in mm/dd/yyyy format) and time (in h:mm format) when the bid is due

Alternatively, you can select the date by clicking the arrow key to the right of the box.

You can click [Clear] at any time to clear your entry.

Enter the company name (up to 15 characters each) and monetary amount (up to 11 digits) of another bid on the project.

Type the amount (up to 7.2 digits) of the total bid that must be subcontracted to minority-owned businesses. Select either the percent (%) or currency ($) option.

Select one of the following options:

• Select Sage 300 Construction and Real Estate if you plan to send estimate transactions to Sage Job Cost.

• Select Sage 100 Contractor if you plan to create proposals, budgets, and change orders for Sage 100 Contractor using Sage Estimating.
• Select Text if you want to track job information, but your Sage Estimating system is not integrated with a job cost application.
• Select None if you do not want to track job information for this estimate.

Click to display technical information about the Job Cost software selected in the Job cost system name box, such as the software version number and manufacturer.

You can use this information when deciding which job cost software you want to use with the estimate.

You can enter a job number after you select Sage 300 Construction and Real Estate or Text in the Job cost system name box, save the Estimate Information, and then set up job cost integration for the estimate.

To set up job cost integration:

1. Click [Setup].

2. Specify integration information:

   • If you selected Text in the Job cost system name box, in the Export location box, type the location for the job cost export file, or [Browse], then navigate to and select the path.
   • If you selected Sage 300 Construction and Real Estate in the Job cost system name box:
     1. Click [Setup].
     2. Enter your Sage 300 Construction and Real Estate user name and password, and then click [Log On].
     3. In the Sage 300 Construction and Real Estate Job Cost Integration window, click [Select] and then navigate to and select the Job Cost company data folder.
3. Select a Job Cost category for each item type.
4. If you want to save the categories with items, select the Add Job Cost categories to items checkbox.
5. Click [OK].
6. Type the job number (up to 20 characters) for use with the estimate.

This box is available if you selected Sage 300 Construction and Real Estate or Sage 100 Contractor in the Job cost system name box.

It displays the company associated with the estimate in the specified job cost program.

Click to open the Job Cost Integrator window or the Job Cost Text Integrator window.

Use the integrator setup window to select job cost category default codes for labor, material, subcontractor, and equipment item categories.

Displays the method for calculating the labor/equipment crew price for items with these generic time-based order units: Hour, Day, Week, Month.

• Average cost per person uses the average cost of all members of the crew to calculate labor and equipment costs.
• Total cost of crew calculates the pricing based on the total cost of the crew.

This crew could have either of the following prices based on the selected crew pricing method.

Select a method for calculating the labor and equipment hours for items with crews on reports.

• Person hours multiplies the number of crew members by the crew hours.
• Crew hours shows the total number of hours it takes the crew to complete a task.

Select the name of the rate table that you want to use for labor calculations. The rate table you select is automatically assigned to the estimate.

A rate table provides the hourly and benefit rates used to calculate the cost of the resources in crews. You can set up an unlimited number of rate tables. For instance, you might set up separate rate tables by region or to handle regular and overtime pay.

You can set up rate tables in Sage Estimating (Data tab > Crews group > Crews > Rate Tables, or in classic view, Database menu > Crews > Rate Tables).

Type the standard number of working hours (up to 3.2 digits; default = 8) in a day.

Person hours are calculated using this number for items with a day-based order unit (Day, Person Day, and, if you have a license to use Crews, Crew day). This value is used to calculate the labor and equipment hours for items with certain time-based order units.

The totals appear in the spreadsheet, Totals window, and reports.

Type the standard number of working hours (up to 3.2 digits; default = 40) in a week.

Person hours are calculated using this number for items with a week-based order unit (Week, Person Week, and, if you have a license to use Crews, Crew week). This value is used to calculate the labor and equipment hours for items with certain time-based order units.

The totals appear in the spreadsheet, Totals window, and reports.

Displays a list of all estimates in the instance selected in the Catalogs pane (left-hand pane).