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Release Notes for previous versions
Estimating 9.7 Update 9
Update 9 contains the following changes:
Note: Update 9 is designed for Estimating and Accounting compatibility. If you use both Estimating and Accounting and you install Update 9 to one suite, you must install Update 9 to the other as well.
Total Line Item Amount Can Be Adjusted
Previous releases required you to use the Adjust Column feature to edit a spreadsheet item's Total Amount. With this release, you can now edit the Total Amount by typing a new value directly into the spreadsheet cell.
Quantity Takeoff (QTO) Quits During Import
In some circumstances, importing a database as a catalog caused Autodesk's Quantity Takeoff (QTO) to quit. This issue has been resolved.
On-Screen Takeoff (OST) Integrator Loses Data
After installing Sage Timberline Office 9.7 Update 8, some customers experienced a loss of On-Screen Takeoff (OST) Integrator assignment data. This issue has been resolved.
On-Screen Takeoff (OST) Integrator Displays the Incorrect Variable Default Value
When integrating On-Screen Takeoff (OST) conditions with Estimating assemblies, the OST Integrator displayed the incorrect default value for some assembly variables. The correct value now displays for all assembly variables.
NOTE: We have fixed an issue with Estimating 9.8, where modifying or uninstalling the original 9.8 Estimating install (9.8.0 Rev. 2) may result in a loss of data. We have created a new 9.8 Estimating install (9.8.0 Rev 3) to correct the issue and replace the original install. See Software Notice 11-Z for details.
Download Instructions
Download the update:
- At the computer where Estimating is installed, click the link below to download the self-extracting file that contains the update.
9.7.0 Estimating Update 9
- In the File Download – Security Warning window, click [Save]; and if you see the Save As window, select a temporary location on the computer to save the file and click [Save].
Note: This location must be available to all workstations where Sage Timberline Office Estimating Products are installed. For example, create a folder named "Update" if it does not yet exist, under X:\Timberline Office\Estimating, and then save the file to that location. If you installed to a different location, select the appropriate path.
- In the Download Complete window, click [Close].
Update each workstation:
Update each workstation where you installed Sage Timberline Office Estimating Products.
- Close the Sage Timberline Office Estimating applications and all Microsoft Office applications on the workstation.
- Browse to the location where you saved the file in step 2 of the "Download the update" section.
- Double-click the update file.
- If a security warning appears, click [Run] or [Allow].
- On the Ready to install 9.7.0 Est Update 9 window, click [OK].
- When the message This update has been installed successfully appears, click [OK].
- Repeat steps 1 through 6 at each workstation where you installed Sage Timberline Office Estimating Products.
Upgrade your data:
You do not have to upgrade your Estimating data if you previously installed Estimating 9.7 Updates 2, 3, 4, 5, 6, or 8. However, if you have not installed one of these updates prior to installing this update, you must upgrade your Estimating data. You do not need to upgrade all estimates at once; you can upgrade each estimate as needed.
- Back up all your Estimating data, including all estimates and databases.
- Open Estimating Tools (Start > Programs > Sage > Sage Timberline Office > Estimating > Estimating Tools).
- On the File menu of the Estimating Tools window, select Upgrade Files.
- Select the Upgrade option.
- Select the folder containing the files you want to upgrade. You can click [Browse] to navigate through the folders on your computer.
Note: Select the Select all files in this folder check box if you want to convert all files in the selected folder.
- Click [Finish] to begin upgrading the selected files.
You must upgrade your Accounting & Management data separately. Refer to the Accounting & Management installation instructions for more information.
Note: Update 9 is designed for Estimating and Accounting compatibility. If you use both Estimating and Accounting and you install Update 9 to one suite, you must install Update 9 to the other as well.
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Release Notes
Update 8
Update 8 contains the following changes:
Note: Update 8 is designed for Estimating and Accounting compatibility. If you use both Estimating and Accounting and you install Update 8 to one suite, you must install Update 8 to the other as well.
Total Cost/Unit Adjustments
Previous releases required you to use the Adjust Column feature to edit a spreadsheet item's Total Cost/Unit. With this release, you can now edit the Total Cost/Unit by typing a new value directly into the spreadsheet cell.
Update 6
Note: Update 6 is designed for Estimating and Accounting compatibility. If you use both Estimating and Accounting and you install Update 6 to one suite, you must install Update 6 to the other as well.
On-Screen Takeoff Conditions With Zero Quantity
Assigning an On-Screen Takeoff condition with a quantity of "0" to an Estimating assembly caused the On-Screen Takeoff Integrator to quit. This issue has been resolved.
On-Screen Takeoff Integrator Quits When Using the Find Button
In the previous release, clicking the List window [Find] button while adding an On-Screen Takeoff item to an assembly caused the On-Screen Takeoff Integrator to quit. This issue has been resolved.
Using ODBC With STO Security
In previous releases, using ODBC to access Estimating data caused ODBC to quit if Sage Timberline Office security was enabled. This issue has been resolved.
Update 5
Note: 9.7.0 Estimating Update 5 is compatible with Accounting 9.7.0 Update 5 and Update 5.1. If you use both Estimating and Accounting and you install Update 5.1 to Accounting, you must install Update 5 to Estimating. You do not need to re-install Estimating 9.7.0 Update 5 if you have already installed Accounting 9.7.0 Update 5 and are now installing Accounting 9.7.0 Update 5.1.
On-Screen Takeoff Integrator Changes
Sage has added the following new features and changes to the OST Integrator:
- Support for condition styles and condition types
- Full Microsoft® SQL Server® authentication support
- Condition property "drag and drop" capability
- A project status filter in the Condition Assignment pane
- The option to append estimate descriptions in Sage Estimating with an OST project name
- The option to automatically ignore unused conditions when generating an estimate
Refer to the OST Integrator in-product Help for more information about these new features and changes.
Update 4
Note: Update 4 is designed for Estimating and Accounting compatibility. If you use both Estimating and Accounting and you install Update 4 to one suite, you must install Update 4 to the other as well.
9.7 Estimating Update 4 provides solutions to the following issues:
Switching Print Layout Causes Estimating to Quit
In the previous release, selecting a new print layout when printing reports caused Sage Timberline Office Estimating to quit. This issue has been resolved.
Sort-Level Notes do not Print Correctly
Notes added to Estimating reports at any sort level were not printing correctly in the previous release. This issue has been corrected.
Update 3
Update 3 contains the following changes:
Note: Update 3 is designed for Estimating and Accounting compatibility. If you use both Estimating and Accounting and you install Update 3 to one suite, you must install Update 3 to the other as well.
On-Screen Takeoff Integrator
Update 3 installs the On-Screen Takeoff (OST) Integrator utility, which allows you to perform takeoff from an On-Screen Takeoff project to a Sage Timberline Estimating estimate.
ODBC Applications Quit Unexpectedly
An issue with the previous release of Sage Timberline Office Accounting & Management caused ODBC-based applications, such as Crystal Reports, to quit unexpectedly. The issue has been resolved. If you use the Timberline Data ODBC driver to access Sage Timberline Office Estimating data, install this update.
Update 2
Modification of Cost Indexes Feature
The application of cost indexes has been modified to account for manual price entries in estimates. This modification affects only estimates where a cost index is applied, including your existing estimates. Details of the modification are described as follows:
- The price for any category is now exempted from cost indexing when you manually enter a price.
- The exemption remains on the item price until you remove it.
Perform one of the following actions to remove the cost indexing exemption from an item price:
- Substitute the item from the database.
- Re-price the estimate from the database.
- Select a price table for an item.
- Re-price the estimate from the Base Price cost index.
- The manually entered price is visually distinguished on an estimate with large, bold, italicized font. You can change the appearance of the manual price by selecting Estimating Options > Spreadsheet tab and changing the font for the Lump amounts.
- If desired, you can turn off this modified application of cost indexes in Estimating Options > Spreadsheet tab.
Update 1
Fixes
Means Integrator Quits While Transferring Items to a New Database
In the initial release of Sage Timberline Office Estimating 9.7, Means Integrator quit while transferring data to a new database on a system with Windows Server 2008 (x64). The issue has been resolved with this update.
PJ Integration with Estimating
An issue in the initial release of Sage Timberline Office 9.7 prevented Project Management (PJ) from interfacing properly with Sage Timberline Office Estimating while creating an estimate change request. The issue has been resolved.
Subcontractor and Vendor IDs not transferring from PlanSwift
With the previous release, subcontractor and vendors were not being properly transferred back to the estimate from PlanSwift. The issue has been corrected so that all IDs are now properly transferred.
Technical Assistance
Depending on your Sage Service Plan, you may be able to take advantage of the following services:
Sage Customer Portal
You may log on to the Sage Customer Portal at http://www.sagecre.com/customerlogon to access any of the following:
- Knowledgebase: Find answers to your questions, access downloads, and subscribe to your favorite articles. This service is available online 24/7.
- Live Chat: Chat online with a customer support analyst - a great option for quick questions. Chat hours are Monday through Friday from 6 a.m. to 3 p.m. Pacific time, with the same exceptions as telephone support (see below).
- Online Support Request: Submit an online support ticket when you have a non-urgent question. One of our call center support analysts will assist you. Online support hours are the same as our customer support call center hours (see below).
Sage Customer Support Call Center
Telephone Support: When you have a more urgent question or would prefer to speak to a customer support analyst directly, call us at 800-551-8307. Telephone support is available Monday through Friday from 6 a.m. to 5 p.m. Pacific time with the following exceptions:
- Every Thursday from 2 p.m. to 3 p.m. Pacific time (closed for customer support staff meetings)
- Standard United States holidays
- Quarterly company meetings
Upgrading Your Service Plan
If your service plan does not provide online or telephone customer support and you would like to add or upgrade a service plan, please call 800-858-7098. |
