Sage Estimating Options Guide

49 Pages·2012·1.46 MB·English

by  Sage Software

Sage Estimating
(formerly Sage Timberline
Estimating)
Options Guide
ThisisapublicationofSageSoftware,Inc.
DocumentNumber1112ER09/2012
©2012SageSoftware,Inc.Allrightsreserved.Sage,theSagelogosandtheSageproductandservice
namesmentionedhereinareregisteredtrademarksortrademarksofSageSoftware,Inc.,oritsaffiliated
entities.Allothertrademarksarethepropertyoftheirrespectiveowners.
Microsoft®SQLServer®,WindowsVista®andtheWindowslogoaretrademarksorregisteredtrademarks
ofMicrosoftCorporationintheUnitedStatesand/orothercountries.
YouruseofthisdocumentandtheSageproduct(s)describedhereinisgovernedbythetermsand
conditionsoftheSageEndUserLicenseAgreement(“EULA”)orotheragreementthatisprovidedwithor
includedintheSageproduct.Nothinginthisdocumentsupplements,modifiesoramendsthosetermsand
conditions.Exceptasexpresslystatedinthosetermsandconditions,theinformationinthisdocumentis
providedbySage“ASIS”andSagedisclaimsallexpress,impliedorstatutorywarrantiesofanykind,
includingbutnotlimitedtothewarrantiesofmerchantability,fitnessforaparticularpurposeorofnon-
infringement.NoimpliedlicenseisgrantedtoyouunderanySageintellectualpropertyortradesecretright.
Sagereservestherighttorevise,supplementorremoveinformationinthisdocumentatanytimewithout
noticetoyouorothers.
Contents—Sage Estimating Options
Introduction 1
AvailableOptionsforSageEstimating 1
ReadtheSupportingDocumentationBeforeYouBegin 2
ConventionsUsedinthisDocument 2
Symbols 2
MenuPaths 3
OnlineHelp 3
Training 3
TechnicalAssistance 3
SageCustomerPortal 3
SageCustomerSupportCallCenter 4
UpgradingYourServicePlan 4
SubmittingEnhancementRequests 4
Means Integrator 5
NewinThisRelease 5
MasterFormat1995FormatSupportfor13.1 5
MasterFormat2010Format 5
Overview 5
2012MeansIntegratorWorkflows 6
StepOne:PrepareDatabase 6
StepTwo:SelectData 7
StepThree:SelectPricing 7
StepFour:SelectOptions 7
StepFive:Finish 7
HelpandInformation 8
License Manager 9
LicenseManagementComponents 9
SageEstimating OptionsGuide                                                                                                                          Pageiii
Contents
WorkWithCommuterLicenses 11
CheckOutLicenses 11
CheckInLicenses 12
MonitorLicenses 12
EnvironmentVariables 13
ValuableEnvironmentVariables 14
HowtoSetEnvironmentVariables 14
ErrorMessages 16
"Anetworkerroroccurred" 16
"Alllicensesareinuse" 16
"Cannotacquirealicense" 17
"Error:Sentinelerror8.CannotreturnthetokenorfeatureXXX-ENU." 17
"Noserversrunningonthissubnet" 18
"Unabletoinstalllicensecode..." 20
"Unabletolocateaprotectiondeviceorobtainalicenseforthisapplication/feature" 21
"Youdonothavealicensefortheapplicationyouaretryingtorun" 22
"Yourcommuterlicenseforthisapplication/featurehasexpired" 22
Sage 300 Construction and Real Estate Job Cost Integration 23
Overview 23
SetupGuidelines 24
Sage300ConstructionandRealEstateJobCost 24
SageEstimating 24
PrepareSage300ConstructionandRealEstateJobCosttoReceiveEstimates 24
PrepareSageEstimatingtoSendEstimates 25
EnabletheJobCostinterface 25
Verifystandarddatabasephasesettings 26
Verifystandarddatabaseitemsettings 28
Verifystandarddatabaseaddonsettings 30
ExportEstimatedatatoSage300ConstructionandRealEstateJobCost 31
On-Screen Takeoff Integration 35
LearningAboutIntegration 35
On-ScreenTakeoffIntegratorFeatures 35
SageEstimating OptionsGuide                                                                                                                          Pageiv
Contents
ConditionAssignmentPane 36
ConditionPropertiesPane 36
IntegrationGrid 37
PerformingIntegration 37
PerformingOne-TimeIntegration 38
PerformingTakeofftoEstimates 39
UsingConditionStyleLibraries 40
ImportingandExportingConditionAssignments 41
Toexportassignmentstoafile 41
Toimportassignmentstoafile 41
Index—Sage Estimating Options 42
SageEstimating OptionsGuide                                                                                                                          Pagev
Introduction
SageispleasedtoprovideyouwithmultipleoptionsforexpandingSageEstimating'scapabilitiesand
features.ReadtheapplicablechaptersinthismanualtolearnmoreinformationaboutyourSage
Estimatingoptions.
Available Options for Sage Estimating
Thefollowingoptionsareavailablefor SageEstimating:
RS MeansIntegrator.TheRSMeansIntegratorletsyouaddRS Meansitempricingdatabasestoyour
n
SageEstimatingsoftware.UsingtheRS MeansIntegrator,youcanalsoupdateyourMeansprice
databasesonarecurringbasis.
On-Screen(ePlan)TakeoffIntegrator.TheOn-ScreenTakeoff(OST) Integratorletsyouperformitem
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andassemblytakeoffinSageEstimatingfromdrawingsyoucreateinOn-ScreenTakeoff.
LicenseManager.LicenseManagerprovidesameansformanaginglicensingforSageEstimating
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operators.InstallationandconfigurationinstructionsarefoundinchapterthreeoftheInstallationGuide.
ReadthismanualforLicenseManageroperatinginstructions.
SageEstimating OptionsGuide                                                                                                                          Page1
Introduction
Read the Supporting Documentation Before You Begin
BesuretoreadsupportingdocumentationbeforeyouinstallandconfigureyourSageEstimatingoptions:
ThisOptionsGuideprovidesinstallation,setup,andoperatinginstructionsforeachoftheavailable
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SageEstimatingoptions,suchastheOnScreenTakeoffIntegratororLicenseManager.
TheInstallation& AdministrationGuideincludesanoverviewofthelatestSageEstimatingrelease,
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installationinstructions,systemrequirements,andcontactinformation.Thisdocumentisavailablein
theDocumentsfolderofyourSageEstimatinginstallationfiles.
TheReleaseNotesprovidedetailsaboutnewfeatures,databasechanges,knownissues,andfixes.
n
ThisdocumentisavailableintheDocumentsfolderofyourSageEstimatinginstallationfiles.
TheGettingStartedGuideprovidesanoperationaloverviewoftheSageEstimatingsoftware.This
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documentisavailableintheDocumentsfolderofyourSageEstimatinginstallationfiles.
TheSQL ServerGuidegivesyouanoverviewofthesignificantdifferencesbetweenthenew
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SQL ServerdatabasesandthePervasivedatabasesusedinpreviousSageEstimatingreleases.This
documentisavailableintheDocumentsfolderofyourSageEstimatinginstallationfiles.
Thesedocumentsarecurrentatthetimeoftherelease.Tolearnaboutissuesthathavearisensincethis
documentwaspublished,gotowww.sagecre.com.
Conventions Used in this Document
Thisdocumentusesthefollowingconventions:
Informationyoutypeintothesoftwareisshowninboldfont.Forexample:TypeMiscellaneousinthe
n
box.
Thenamesofscreens,windows,fields,andotherfeaturesdisplayedbythesoftwareareshowninbold
n
font.
Thenamesofbuttonsyoucanclickareenclosedinbracketswithboldfont.Forexample:[OK]or
n
[Post].
Namesofkeysareshownincapitalletters.Forexample:ENTERorTAB.Aplussign(+)betweentwo
n
keynamesindicatesyoushouldpressthekeyssimultaneously.
Variablenamesornamesthatarespecifictoyourinstallationmayappearinitalicsandbrackets.For
n
example:[Drive]\\[Server].
Symbols
NOTE: Thissymbolisusedwhenpresentinginformationthatissupplementaltotheadjacenttext.
TIP: Thissymbolisusedwhenpresentinghelpfulinformationforusingthesoftware.
CAUTION: Thissymbolisusedwhenpresentingimportantinformationtohelpyouavoidalossof
criticaldata.
SageEstimating OptionsGuide                                                                                                                          Page2
Introduction
IMPORTANT: Thissymbolisusedwhenpresentinginformationthatiscriticaltounderstandorthat
requiresyoutotakeaction.
Menu Paths
Inthisdocument,menupathsshowyouthestepsrequiredtostartatask.Menupathsappearinboldfont
withanglebracketsaroundbuttons.Forexample:
"Iftheprogramdoesnotautomaticallystart,click[Start]> Run."
Online Help
TheSageEstimatingsoftwareincludesonlineHelp,whichprovidesanswerstoyourquestionsabout
proceduresaswellasitemsinthewindows.
ToaccesstheonlineHelpintheSageEstimatingsoftware,clicktheHelpbuttonoricon,orpress[F1]to
displaytheHelptopicforthatwindow.
Toaidyouinfindingtheinformationyouneed,theonlineHelpforeachmoduleincludesthefollowing
panes:
ContentspanecontaininglinkstotheHelptopics
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IndexpanecontainingkeywordsthatlinktoHelptopicsrelatedtothatkeyword
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Searchpane,whereyoucantypetextandclick[Search]tolocatethattextintheHelptopics
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FormoreinformationaboutusingtheonlineHelp,seetheSageEstimatingHelp.
WewouldlikeyourfeedbackabouttheonlineHelpsowecanmakeimprovements.EachHelptopic
containsanareawhereyoucanindicatewhetherthetopicwashelpfulandprovideadditionalcomments.
Toprotectyourprivacy,allcommentsareanonymous.
Training
SageUniversityoffersonlineandclassroomtrainingsessionstohelpyougetthemostoutofyourSage
Estimatingsoftware.ToaccessSageUniversity,visitwww.sageu.com.
YoucanalsogetaccesstoSageUniversityfromtheFilemenubyselectingHelp>SageEstimatingon
theWeb>SageUniversity.
Technical Assistance
Dependingonyoursupportplan,youcanaccessanyofthefollowingonlineservices.
Sage Customer Portal
Knowledgebase:Findanswerstoyourquestions,accessdownloads,andsubscribetoyourfavorite
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articles.Thisserviceisavailableonline24/7.
SageEstimating OptionsGuide                                                                                                                          Page3
Introduction
LiveChat:Chatonlinewithacustomersupportanalyst-agreatoptionforquickquestions.Chathours
n
arethesameasourtelephonesupporthours(seebelow).
OnlineSupportRequest:Submitanonlinesupportticketwhenyouhaveanon-urgentquestion.One
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ofourcallcentersupportanalystswillassistyou.Onlinesupporthoursarethesameasourcustomer
supportcallcenterhours(seebelow).
Sage Customer Support Call Center
TelephoneSupport:Whenyouhaveamoreurgentquestionorwouldprefertospeaktoacustomersupport
analystdirectly,callusat866-991-3359.TelephonesupportisavailableMondaythroughFridayfrom6
a.m.to5p.m.Pacifictimewiththefollowingexceptions:
EveryThursdayfrom2p.m.to3p.m.Pacifictime(closedforcustomersupportstaffmeetings)
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StandardUnitedStatesholidays
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Quarterlycompanymeetings
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Upgrading Your Service Plan
Ifyourserviceplandoesnotprovideonlineortelephonecustomersupportandyouwouldliketoaddor
upgradeaserviceplan,pleasecall800-858-7098.
Submitting Enhancement Requests
Wewanttohearyoursuggestionsforimprovingthesoftware.Tosendusyourcomments,clickontheFile
menubutton andselectHelp>SageEstimatingontheWeb>SubmitEnhancement
Requests.
SageEstimating OptionsGuide                                                                                                                          Page4
Means Integrator
SageEstimatingoffersseveralitemdatabasesforpurchase,includingRSMeansdatabases.Ifyouuse
RSMeansdatabaseitemsinyourestimates,readthischaptertoreviewthechangesandtheinstructions
forupdatingthefollowingaffecteddatabases:
MeansDatabases
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ConstructionKnowledgebase
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ResidentialKnowledgebase
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New in This Release
RSMeansdatabaseshavebeenupdatedwithcurrentpricinginformation.
MasterFormat 1995 Format Support for 13.1
Asofthisrelease,supportfortheMF95databaseformathasbeendiscontinued.
MasterFormat 2010 Format
RSMeanshasadoptedtheConstructionSpecificationsInstitute(CSI)MasterFormat2010(MF10)data
structureforalloftheirdatabases.Previously,RSMeansdatabasesusedtheMasterFormat2004(MF04)
ortheMasterFormat1995(MF95)datastructure.
NOTE: IfyouarealreadyusingRSMeansdatabasesintheMF04format,youdonotneedto
upgradeyourdatabasestotheMF10format.
Overview
TheRSMeansdatabasescorrespondtotheRSMeansCostDataBooksyoureceivewithyourshipment.
WithSageEstimatingMeansIntegrator,youcancreateasingledatabaseorcombinemultipledatabases
intoonecompositedatabaseoryoucanupdatethepricingonanexistingdatabasewithcurrentRSMeans
pricing.
1 InstallorupgradetoSageEstimating13.1ifyoudonotalreadyhaveitinstalledonyourcomputer.
2 IfyouplantouseexistingRSMeansdata,migrateittoSageEstimating13.1.
YoucanselectanexistingRSMeansdatabasefortransferringorupdating;however,youmustfirst
migratethedatabasetoSageEstimating13.1.SeetheSageEstimating Installation& Administration
Guidefordatamigrationinstructions.
3 Insertthe2012MeansIntegratorinstallationCDintotheCDdriveoftheworkstationorserverwhere
SageEstimating13.1isinstalled.
SageEstimating OptionsGuide                                                                                                                          Page5