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...
about 1 year ago
in BOE Pro
0
Future consideration
| The selection to untick the Totals in propricer pivot was a great addition - is it possible to allow for disabling each subtotal but retain the grand total for the proposal? |
over 3 years ago
in ProPricer 9
0
Future consideration
Automatically unlock Proposal and BOE when changes are synced from Contractor Edition
Implement an automatic unlocking mechanism for Proposals and BOEs when changes are synced from Contractor Edition. This feature should ensure that any updates made in the Contractor Edition are immediately reflected and editable in the correspondi...
Direct Rate Override Copy Function includes rates and escalation sets
Description: We had a proposal that used our standard labor category setup that the client requested we modify in a subsequent revision to include key staff (individual names) designations and project role category descriptions. The base rates and...
Feature Request: Skill Mix Table in BOE Summary: Add a skill mix table to the BOE that displays the proportion of resource hours by role/skill for both actual ledger data and estimated resources. This will give users a clear, at-a-glance view of h...
0
Planned