Set up project attributes

Setting up and assigning attributes to your Sage Estimating (cloud), formerly Sage BidMatrix, projects enables you to do the following:

Sort projects by any project attribute.
Filter and search projects using one or more project attributes.
Identify and group similar projects based on shared attributes.
Build a bid history database to analyze data across your project portfolio.
Use business intelligence tools, such as Microsoft Power BI and Tableau, to analyze project cost history and trends.

Only Admins or Librarians can add, delete, or update project attributes.

Add a project attribute

Select Libraries > Project Attributes.
Enter the project attribute name in the available field.
Select the input type for the project attribute.

The input type can be text, numeric, yes/no, date, or multiple-choice.
Select the add icon to add the attribute.

Delete a project attribute

Select Libraries > Project Attributes.
Select the attribute you want to delete.
Select the trash can icon in the attribute row.

Change the order of a project attribute

Select Libraries > Project Attributes.
Select the attribute you want to move.
Select the move icon and then drag the attribute to the desired position.

Add values for multiple-choice project attributes

Select Libraries > Project Attributes.
Select the edit icon next to the multiple-choice attribute.
In the dialog, enter the values that can be assigned to that attribute, then select OK.
To allow the selection of multiple values for a multiple-choice attribute, select the multi-selection icon .

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