Exporting an “as bid” estimate to Sage / Timberline

BidMatrix includes an option to create a new Sage / Timberline “as bid” estimate from BidMatrix

The following are prerequisites for creating a Sage / Timberline estimate from BidMatrix:

1. The BidMatrix Skybridge application must be installed and be active (see Installing Skybridge to learn more about Skybridge)
   
2. The BidMatrix estimate being used to create a Sage / Timberline estimate was created by first importing a Sage / Timberline estimate.
   

To create a new Sage / Timberline estimate from BidMatrix select the “Closeout” option on the BidMatrix Summary Sheet toolbar.

After the “Closeout” is complete, a new Sage estimate will be created with the same name as the project name used in BidMatrix.

The new Sage estimate will include the original Sage estimate items, but the pricing and totals for those items will reflect the pricing, totals, and selected subcontractors coming from BidMatrix. 

Items that were “self perform” items, meaning they were associated with phases that were not assigned subcontractors in BidMatrix, will reflect the original category costs that were part of the original Sage estimate.

• Related Articles

• Importing An Estimate From Sage/Timberline Estimating

  BidMatrix allows you to import budgetary estimates created in the Sage / Timberline estimating. You can use these budgetary estimates to compare your budgets for each bid package and bid package phase against the budgets you receive from ...

• Exporting an “as bid” estimate to Trimble / WinEst

  BidMatrix includes an option to create a new Trimble / WinEst “as bid” estimate from BidMatrix. The following are prerequisites for creating a Trimble / WinEst estimate from BidMatrix: The BidMatrix Skybridge application must be installed and be ...

• Viewing a Bid Package Phase Scope

  When importing an estimate from Sage / Timberline, Trimble / WinEst, or Excel, the estimate you import may include items within each bid package. Each item would have an item code, and item description, takeoff quantity, and budget amount. This item ...

• Bid Package Budget Column

  The bid package matrix always includes a budget column. The budget for each bid package phase can be populated during the estimate import process, assuming the estimate that you import includes dollar values for each bid packages. For bid packages ...

• Importing An Estimate From Trimble/WinEst

  Importing a named.est file from WinEst To import a “native” WinEst estimate file, you must first install the Skybridge application. The Skybridge application will allow BidMatrix, a Cloud application to communicate with the WinEst desktop ...