Every estimate your team produces draws on the same Sage Estimating database. Over time, items get added in a hurry, prices drift, and assemblies stay in place after the way you build has changed. This checklist gives estimators, chief estimators and database administrators a structured way to review the database one area at a time, and to agree on what to keep, fix or retire.
It is written to be printed and worked through as a team, with space for notes and a short table for follow-up actions, owners and target dates.
What’s inside
- Steps to protect the database before any clean-up begins
- Checks for items, units of measure, cost categories and labor productivity
- A review of assemblies, variable prompts and formulas
- Crews, labor rates and equipment rates
- Pricing currency, WBS codes and naming conventions
- Finding duplicate and unused items safely
- Reports, user permissions and SQL database backups