Sage Timberline Office

Estimating 9.7.0 Update 5

2010 Year-End

Amendment

Release Notes for previous versions

Estimating 9.7.0 Update 5

Update 5 contains the following changes:

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.

Download Instructions

Download the update:

  1. 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 5
  2. 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.
  3. In the Download Complete window, click [Close].

Update each workstation:

Update each workstation where you installed Sage Timberline Office Estimating Products.

  1. Close the Sage Timberline Office Estimating applications and all Microsoft Office applications on the workstation.
  2. Browse to the location where you saved the file in step 2 of the "Download the update" section.
  3. Double-click the update file.
  4. If a security warning appears, click [Run] or [Allow].
  5. On the Ready to install 9.7.0 Est Update 5 window, click [OK].
  6. When the message This update has been installed successfully appears, click [OK].
  7. 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, or 4. However, if you had 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.

  1. Back up all your Estimating data, including all estimates and databases.
  2. Open Estimating Tools (Start > Programs > Sage > Sage Timberline Office > Estimating > Estimating Tools).
  3. On the File menu of the Estimating Tools window, select Upgrade Files.
  4. Select the Upgrade option.
  5. Select the folder containing the files you want to upgrade. You can click [Browse] to navigate through the folders on your computer.

    6. Note: Select the Select all files in this folder check box if you want to convert all files in the selected folder.

  6. 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.

Notes:

  • 9.7.0 Update 5 is designed for Estimating and Accounting compatibility. If you use both Estimating and Accounting, and you install Update 5 to one suite, you must install Update 5 to the other as well.
  • 9.6.0 Update 8 is available for Accounting only.

 

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Release Notes

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.

Additional Support

Online Support Request

If you would like assistance with a solution and your service plan provides online customer support:

  1. Log on to https://customers.sagenorthamerica.com/irj/portal/anonymous/login.

  2. Click Support > Self Service.

  3. On the My Requests tab under “Create,” click Customer Support Ticket.

  4. Complete the form to submit a support ticket directly to customer support.

Phone Support

If you prefer to speak to customer support and your service plan provides telephone support assistance, call customer support 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:

  1. Call 800-858-7098, or log on to https://customers.sagenorthamerica.com/irj/portal/anonymous/login.

  2. Select Anonymous Portal Access on right.

  3. Click Support > Self Service.

  4. On the My Requests tab under “Create,” click Customer Service Request.

  5. Complete the form to submit a service request.

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