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Add a column with the proposal's Unique ID as it is a more reliable join key than proposal name/version.

Summary: Enable Integration Pro to include the proposal's Unique ID as a column in every exported table that already contains Proposal Name and Version. This would provide a stable, non-changing identifier that customers can To merge the changes, ...
over 1 year ago in Integration Pro 0 Shipped

/EFP endpoint numerical cost data fields precision does not align with other endpoints

Description: It was verified that the/EFP endpoint indirect cost value fields' decimal precision is controlled by the proposal properties resource decimal precision field for rounding. This is of great concern because other endpoints, such as /Cos...
over 1 year ago in Connect for Web API 0 Shipped

Support for System Proposal User Fields

Description: Add the ability to Add/Edit/Delete the Proposal User field from the system. Make sure to have the ability to update proposal user field values. Use Case/Example: The ability to update the system fields and have the new values be avail...
over 1 year ago in Connect for Web API 0 Shipped

Starter Queries for Material Data Integration from Costpoint to ProPricer

Purpose / Description: Enable users to quickly establish an integration between Costpoint and ProPricer using Integration Pro with the new ODBC connection method by providing pre-built starter queries. These queries will: Target Costpoint material...
11 months ago in Integration Pro 0 Shipped

Convert Costpoint Integration to Use ODBC Connection on Backend

Description: Establish a direct ODBC connection from ProPricer to Costpoint to replace the current web-services integration. This will expand the available data entities and volume we can import, reduce latency, and improve reliability. Use case /...
11 months ago in Integration Pro 0 Shipped

Single Call to return all the PSheet Data for a proposal.

Add a single call to Connect for Web that returns all the PSheet data for a specified proposal.
over 3 years ago in Connect for Web API 0 Shipped

Bring back Pivot table for Connect for Office

No description provided
over 2 years ago in Connect for Office 0 Shipped

PostgreSQL support for the Database Integration Tool

Allows individuals to use another database setup other than Microsoft SQL and Oracle.
almost 4 years ago in Integration Pro 0 Shipped

Ability to select Criteria based on todays date - dynamic date

The amount of data being intergrated is relatively large and needs to be filtered. We should be able to export based on a dynamic date setting (under Proposal Selections) so that each day it only exports the latest data and not all the data. We us...
almost 3 years ago in Integration Pro 0 Shipped

Dashboards

Add proposal Dashboard whish allow the user to display and export their favorite graphs for the proposal in one place.
almost 3 years ago in Cash Flow Pro 0 Shipped