Management Pro

Feature Request: Proposal Selection Criteria Date Filters Summary: Add Last modified and Creation date as selectable named criteria in Proposal selection filters, along with a <strong>most recent</strong> operator. This would allow use...

Feature Request: Automatic Value Roll-Up Across Program Hierarchy Summary: Enable the system to automatically calculate and roll up values across related records in the hierarchy, including deriving project values from proposal lines, contract val...

Feature Request: Automatic Project Status from Milestones Summary: Enable project status to be automatically driven by milestone statuses by default, while still allowing users to manually override the project status when needed. This ensures proj...

Feature Request: Document Tree & Internal Access Summary: Provide a centralized document repository in Management Pro organized around the portfolio hierarchy (Program arr; Contract arr; Project arr; Proposal), with versioning, configurable me...

Add the ability to filter the Proposal list by a proposal selection

Add the ability to pivot off of Global Resource Fields in the standard Pivot Grid

Report Designer in MCP

The ability to automate reports save to a folder, email or on login to screen