Sage Estimating, cost planning & post contract software product features

• Import and price external bills of quantity received in Microsoft Excel / Cite etc.
• Create estimates from first principles
• Create and build up estimates using libraries
• Re-use of project data - use completed projects to create new projects
• Comprehensive pricing engine
• Built in traditional Dim Sheet module
• Document linking to bill diagrams, drawings etc.
• Find items/resources by use of part words - no code numbers to remember
• Complete resource planning, output choices, multiple calculation

• Create your own bills of quantity (BOQ)
• Takeoff to any defined contract sum analysis
• Create your own definable takeoff templates to help speed up takeoff
• Create and shape your own bill - codeless entry system
• Position items were required
• Built in Dim Sheets, with annotation and links to bill diagrams
• Dimension linking (link Dims from one item to another)
• Link external Microsoft Excel sheets to Dims
• Multi-locational sortation views

• Single entry resource re-pricing
• Search for and replace resources
• View where used
• End rate items
• Bulk materials comparison module
• Gross and net rates

Allows resource costs to amended for the current Project

• Complete vendor data management
• Integrated subcontractor and material tender enquiries
• A full enquiry management system including standard enquiry and amendment letters
• Produce letters to PDF and email
• Full integral vendor (subcontractors/suppliers) database built in
• Export subcontractor bills to Microsoft Excel

• Compare lump sums and item rates
• Individual rate comparison
• Copy subcontractor rates
• Fill missing rates functionality
• Comprehensive subcontractor adjudication module - apply MCD, make adjustments, spread into bill
• Own rate comparisons
• Compare labour only against labour/plant and materials quotes
• Auto-track number of unpriced items and value of plugged items
• Save time by importing subcontractor priced bills from Microsoft Excel

Full Quote Comparison Module, including ability to plug rates

• Group, item and percentage values
• Options for detail and/or summary reporting

• Links with Sage 50 Construction and Sage 200 Construction software
• Links to Sage ERP EVision financial and contract management software

Drive business decision making with quick analysis of issues from many different perspectives. Uncover important trends, identify opportunities and proactively detect issues before they escalate, all inside an application that you already know – Microsoft Excel.

Monitor key indicators across multiple companies and currencies.

• See how expenses are trending over time across multiple companies, departments and locations
• Monitor the value of assets across multiple companies and currencies

Spot trends and changes in your customers’ buying patterns. Adapt your offering to changing customer needs.

• Gain sight of which product numbers, categories or groups are generating the highest gross margin
• See which customer has the highest (or lowest) sales, gross margin amount, or gross margin percentage
• Observe existing trends in average sales price (by item, customer, salesperson, country or more)

Analyse inventory turns, quantity and values to ensure maximum efficiency

• See whether inventory turns are increasing or decreasing at different locations
• Monitor seasonal fluctuations by product, category, or location

Project editor

The main working screen, fully configurable by user

Quote comparison

Full Quote Comparison Module, including ability to plug rates

Resource management

Allows resource costs to amended for the current Project

Tender settlement

Create a set of Gross (selling) rates by use of Tender Settlement