How to set default values in Sage SQL Estimating

Three easy steps!

by Renee Mullen, Sage Marketing Manager

When doing takeoffs, have you ever wished that the location or other WBS values would automatically be assigned to items? Sage SQL Estimating not only makes this easy to do, but also allows you to see what default values you’ve assigned as you’re doing a takeoff.

  1. In Estimating, from the Takeoff tab click Default Values (the window can be left floating or docked in the spreadsheet window).
  2. In the Default Values window choose default WBS codes, Location, or Alternate assignment.
  3. Leave the Default Values window open as you perform the takeoff for the defaults to be assigned to items as they are taken off.

Leaving the Default Values window open during takeoff is a slight change from the Pervasive version but allows the estimator to always know which defaults are chosen and to make changes to the defaults on the fly without having to find and relaunch the Default Values window.

 

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

For more information on this topic visit Knowledgebase article 91157. You can find this information and more in the Sage Knowledgebase.

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