Ideas

Feature Request: One-click SOW access from PBS elements Summary: Provide a clearly visible SOW button on every PBS element in both the BOE View and the Estimating View. With a single click, users can open the associated Statement of Work (SOW) for...

The Autofilter Row is an EXTREMELY useful part of ProPricer that we use all the time. However, it seems to randomly hide itself without much reason. The suggestion is to either make the AutoFilter always show all the time, allow a user to set this...

Feature Request: Create Access Tag from Assign Access Tag Screen Summary: Enable users to create a new access tag directly from the Assign Access Tag screen when the desired tag does not yet exist. This inline creation capability should streamline...

Feature Request: Calculated Columns in Material View Summary: Enable users to add custom calculated columns directly in the material view grid. Calculations should reference existing fields, apply common functions (e.g., sum, average, min/max), an...

Feature Request: Saved views and quick switching for Material View Summary: Enable users to create, name, and save reusable views in the Material View that capture selected columns, column order and widths, sort order, and filters. Provide a fast ...

Focused on improving resource selection for Services-type proposals: Rate Source Selection Field: Add a field to capture the rate source when selecting a resource. Rate Attributes Field: Add fields to capture rate attributes for better resourc...

A new optional feature designed to handle advanced rate management for Service-Type proposals that require it: Choice at Proposal Creation: Users can select Rate Builder instead of Rate Card when setting up a proposal. Comprehensive Rate Mana...

Introducing more flexible Direct Rate Table functionality: Multiple Direct Rate Tables per Proposal: A proposal can now have multiple direct rate tables attached, allowing different escalation timescales (e.g., Month, Quarter, Year) in separate ...

Feature Request: Maintain Proposal Location on Archive/Restore Summary: Automatically return a restored proposal in BOE Pro to its original location. If the original folder path no longer exists, recreate it so the proposal is placed correctly wit...

Feature Request: Reset BOE Workflow After What-If Runs Summary: Automatically reset the workflow status of any affected BOEs on a proposal when a What-If is executed, and notify the corresponding workflow assignees that their BOEs require re-revie...