Sage Timberline Office

Estimating 9.7.0 Update 4.1

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Release Notes for previous updates

9.7.0 Estimating Update 4.1

Notes:

  • Update 4.1 is designed for Estimating and Accounting compatibility. If you use both Estimating and Accounting and you install Update 4.1 to one suite, you must install Update 4.1 to the other as well.
  • If you are currently on 9.7.0 Update 2 or later, you do not need to upgrade Estimating data for Update 4.1.

9.7 Estimating Update 4.1 provides a solution to the following issue:

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.


Download and Install the Update

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 4.1
  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 4.1 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.

Release Notes

9.7.0 Accounting Updates are cumulative. They contain the latest enhancements and solutions listed at the top of this notice plus all enhancements and fixes from previous updates listed below. If you have not installed 9.7.0 updates, you can install the latest update to get all the previous enhancements and fixes.

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Update 3

OnScreen Takeoff Integrator
Update 3 installs the OnScreen Takeoff (OST) Integrator utility, which allows you to perform takeoff from an OnScreen Takeoff project to a Sage Timberline Estimating estimate.

This utility lets you map OST project conditions and items to Sage Timberline Office Estimating assemblies and items. Through the OST Integrator, you can also perform takeoff from any integrated On-Screen Takeoff project directly into a Sage Timberline Office Estimating estimate. Just select the On-Screen Takeoff and Sage Timberline Office Estimating database you want to work with, map your OST conditions to their Estimating equivalents, and you're ready to perform takeoff!

The OST Integrator is compatible with On-Screen Takeoff projects based in either Microsoft® SQL Server® or Microsoft Access databases.

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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