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Make the populated Proposal Creator field in Proposal Grid Static

The Proposal Creator field in the Proposal Grid is populated based on the log-in credentials of the user who creates a proposal. However, if the user is subsequently removed from the User list, all entries of that user in Proposal Creator field ar...
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Future consideration

Moving Multiple Proposals to a Folder

Hello, Please add the ability to move multiple proposal to a folder at one time. Currently, it will only let you move one proposal at a time. Under the Proposals list tab, you can select multiple proposals to archive but are unable to move all sel...
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Future consideration

Flag travel with zero dollars in the Audit Report

Non-Standard travel from our rate table will not have any cost associated with it for Airfare, car rental, hotel, etc. Would like to see the Audit Report flag that as an error.
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Future consideration

Add Scheduled Rate Category to Resource Table Grouping

Please add the scheduled rate category to the resource table grouping list. Currently, if multiple resources are tied to a Scheduled Rate Category, the same scheduled category will appear multiple times on a report. I would like the resources to b...
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Future consideration

Proposal Lock Icon on 9.4

The proposal icon on 9.4 doesn't easily visually differentiate between a locked/unlocked proposal on 9.3 and prior. Please restore back to its previous glory!
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Future consideration

Pivot Grid UI/Feature Enhancements

The Pivot Grid could use some updates to improve its usability: * Make probably the most-used functionality, Export to Excel, immediately obvious and one click away. * Ability to default behavior options. * Ability to either use Task/Resource Sele...
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Future consideration

Auto-Hide for Menu and Blue Top Bar

To make more room on the screen, auto-hide the topbar with an option to turn autohide on or off. Proposed function. * A button on the blue bar enables/disables autohide.* When autohide is enabled, the top bar auto hides after 5 sec with more mouse...
Aaron Hale about 1 year ago in BOE Pro 0 Future consideration

Concurrent License Validation Alert

The concurrent license validation is required every 6 months. Could an enhancement be made to provide some sort of alert when the validation will be required within the next N days? This will allow for me to plan downtime with the users to validat...
Aaron Hale over 2 years ago in ProPricer 9 0 Planned

Far clause mile stone settings.

No description provided
Aaron Hale about 1 year ago in Cash Flow Pro 0 Future consideration

Depreciation Table

The ability to create a table for depreciation and apply depreciation to specific elements within that table. Add the table to the templates without rates. User Case Currently, to depreciate specific items within the proposal, the user must create...
Aaron Hale about 1 year ago in Cash Flow Pro 0 Future consideration