An upgrade touches the tool your estimators rely on every day, so it deserves a plan. Most of the work happens before anyone installs anything: choosing a quiet window, testing on a copy of the database, checking the reports and integrations your team depends on, and agreeing how you would roll back if you needed to.
This worksheet is for the person leading the upgrade, whether that is an estimating lead, an IT manager or both working together. Fill it in as you plan, and keep it with your upgrade records.
What’s inside
- Who is involved, which versions and which databases
- Choosing an upgrade window around your bid calendar
- Testing on a copy of the database before the live upgrade
- A table for custom reports and layouts to verify
- Integrations to re-test, including eTakeoff Bridge to Sage Estimating
- User communication, a rollback plan and sign-off