All ideas

Summary: Add an update-only import mode that updates records only when a matching record already exists in the destination. Any input rows without a match should be skipped and logged rather than creating new records. Problem Statement: Material I...

Summary: Add a new export option that deletes only destination-table rows matching a specified key, such as KI_CODE, before inserting the updated data for that key. This provides a targeted overwrite behavior without changing the existing full-tab...

Summary: Enable users to select Resource Set tables directly in Integration Platform’s Rate Table selection interface. This will allow configurations to target specific tables—such as those containing “norms”—without requiring customers to rename ...

Feature Request: Copy Skill Mix to Directs with Calculations Summary: Enable users to copy a completed Skill Mix table to the Directs tab and apply a selected calculation to automatically populate resource hours. Problem Statement: Users who creat...

Feature Request: Configurable PBS and Task BOE Sections Summary: Enable administrators or users to configure which sections appear in PBS-level versus task-level Basis of Estimate (BOE) records. This would allow each BOE level to present only the ...

Summary: Make the Company and Role system fields available throughout reporting and resource-management capabilities for the Services (Rate Builder) proposal type. These fields, currently located in the Rate Contributors section of the Bid Rates t...

Summary: Enable labor categories associated with the Subcontractor role in the Rate Contributors section of Bid Rates to be classified as Subcontractor Resource Types in Rate Builder. This will ensure resource classifications accurately reflect wh...

Summary: Enable users to apply escalation factors from the Rate Builder to subcontractor labor categories in Bid Rates. This would extend the existing escalation capability beyond Primary Role labor categories, eliminating the need to calculate su...

Summary: Enable algorithms to reference/call the Proposal Type field in Proposal Properties, so users can tailor logic based on the type of proposal being processed. Problem Statement: Users who need algorithm behavior to vary by proposal type—suc...

Summary: Extend the existing Field Editing Resource What-If capability to support resource-level fields in Services Rate Builder proposals. Rather than creating a separate Bid Rates What-If tool, reuse the current workflow and conditionally enable...