3.2.1.Configure Estimating System
In the Configure Buyout window, click Estimating System to configure options that identify your estimating data.
Configuration of your estimating system consists of the following parts:
Type of Estimating System
Click the drop-down and select the type of estimating system being used with Buyout. At present, the only option is Sage Estimating.
Sage Estimating SQL Server
Use this box to identify the Microsoft SQL Server instance where your Sage Estimating databases are stored. To view a list of the server instances on your local network, click the refresh button () to the right of this box and then click the drop-down. If you don’t see your server instance listed, you can try typing it in this box in the form of SERVER_NAME or SERVER_NAME\INSTANCE_NAME. Example: SageServer\SAGE_ESTIMATING. Buyout Database Manager connects to the server using Windows Authentication. This means the Windows user account you are logged in with is used to authenticate with the server. If your Windows user account has not been granted access to the selected Microsoft SQL Server instance, you will not be able to complete this task.
Sage Estimating uses three separate SQL Server databases to store information used by Sage Estimating. For each of these types, click the drop-down and select the applicable database.
- Estimates – This database contains your estimates, items, models, assemblies, and other estimate-related data.
- Address Book – This database contains the list of companies (i.e., vendors and subcontractors) used by Sage Estimating. This list of contacts is also used by Buyout when selecting vendors.
- Standard Items – This database contains your database of standard items, assemblies, and pricing.