How to add alternates in the NEW RELEASE of Sage Estimating v17.11

by Renee Mullen, Sage Marketing Manager

The most impactful release in a decade! Sage Estimating v17.11 now includes a new feature that allows you to define Alternates. Defining these Alternates on your Estimate enables you to prepare Estimates that vary according to your customers’ preferences for materials, quality and price. Using this feature can certainly keep you on a competitive level with your bid process.
Alternates can be added to an Estimate in a number of ways to simplify your work flow. You have the options to assign an Alternate from the Item Detail window, directly to the spreadsheet utilizing the Alternates column, as well as from the Edit Alternates window which also allows you to import and export Alternates to a Microsoft Excel file. In this article we will cover adding, exporting, importing and removing Alternates.

Adding Alternates

Edit Alternates window:

  1. From the Sage Estimating Ribbon, click the Advanced tab.
  2. Click the Alternates button to launch the Edit Alternates window.
  3. Click Add.
  4. Enter a Name for your Alternate.
  5. Enter a Description for your Alternate. This field is not required but can help identify your Alternate if the name is not descriptive.
  6. Statuses do not have to be assigned at this point in time, but if you have already defined statuses that you would like to add to an Alternate, you can select a Status from the Status Drop-down.
  7. Units are optional as well and can be assigned by selecting a unit from the Unit Drop-down.
  8. If you would like to include any notes about the Alternate, Enter them into the Notes column.
  9. Click OK to complete the process and exit the Edit Alternates window.

Item Detail window:

  1. With an Estimate open, Select an Item on the spread sheet and Press CTRL+D to bring up the Item Detail window.
  2. In the Alternates field, Enter the Name of your new alternate. Additionally, you can select an existing Alternate from the drop down.
  3. Click Save to return to the Estimate.

Estimate Spreadsheet:

  1. On an Estimate, add the Alternates column to your spreadsheet layout by Right Clicking on a column header and select Insert. Check the box of the Alternate and click OK.
  2. On the item you want to specify an Alternate for, Enter the Name of the Alternate into the row under the Alternate column. Additionally, you can select an existing alternate from the drop down to assign it to the item.

Exporting Alternates

  1. From the Sage Estimating Ribbon, click the Advanced tab.
  2. Click the Alternates button to launch the Edit Alternate window.
  3. Click the Export button.
  4. The Export Data dialog box will appear. Browse to the path where you would like to save the export and then click OK.
  5. A process indication will appear. Once complete you can click View Log to view the log file, or else click Close to complete the process.

Importing Alternates

  1. From the Sage Estimating Ribbon, click the Advanced tab.
  2. Click the Alternates button to launch the Edit Alternate window.
  3. Click the Import button.
  4. Click Browse and select the Microsoft Excel file that contains the Alternates you wish to import. Once the file has been selected, click OK to continue.
  5. A process indication will appear. Once complete you can click View Log to view the log file, or else click Close to complete the process.
  6. Click OK to save all imported Alternates.

Removing Alternates

  1. From the Sage Estimating Ribbon, click the Advanced tab.
  2. Click the Alternates button to launch the Edit Alternates window.
  3. Highlight the rows you wish to remove and then click the Remove button.
  4. Click OK to commit the changes.

There is so much more to learn about Alternates but this should get you started on the path to efficient, competitive bids!

Questions? Chat with Sage Monday through Friday, from 9 a.m. to 8 p.m. ET.

For more information on this topic visit Knowledgebase Article 34212. You can find this information and more in the Sage Knowledgebase.

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