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Setting Up Rules for Moving Proposals

Please add the ability to setup rules to move proposals to a specified folder based upon specific criteria. Similar to the rules for archiving functionality, we would like to setup rules to auto-move proposals to a given folder, but not archive them.
Nikolai Slepushkin over 2 years ago in ProPricer 9 0 Future consideration

Pre-mapping Resources to Scheduled Rate Categories

Please add the ability to pre-map resources to specific scheduled rate categories, such that when selecting a specific resource on an applied scheduled rate table proposal, the scheduled rate will automatically be applied to that resource. Current...
Nikolai Slepushkin over 2 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 over 2 years ago in ProPricer 9 0 Future consideration

Add Two-Factor Authentication option to login security.

Add Two-Factor Authentication option to login security.
Nikolai Slepushkin over 2 years ago in ProPricer 9 0 Future consideration

Pivot Grid on Workflow information

| Pivot grid on workflow data, including Associated Users, and steps.This would allow for quick statusing on outstanding items, against other values in the proposal. |
Nikolai Slepushkin over 2 years ago in ProPricer 9 0 Future consideration

Multiple signers per workflow step

When there are multiple people assigned to the same Workflow Step, allow the selection of the required signers. Should be able to select all or some of the people on the step.
Aaron Hale over 1 year ago in BOE Pro 0 Planned

Import MS Project with Additional Assignment Mapping

The Assignment Mapping tab when importing from MS Projects file is limited to 1 field. Would like to expand this to 2 or more fields from the Resource Sheet data.
Guest over 1 year ago in ProPricer 9 0 Future consideration

Add Paste Special Functionality

Excel Paste Special Functionality within the Import Export tool.
Guest about 2 years ago in ProPricer 9 0 Future consideration

Styles Update

This feature update introduces the ability to lock styles on the Styles screen of the CV properties and includes a new "Update Document" button that activates upon detecting a style change. Locking styles enforces the style settings for the entire...
Aaron Hale 9 months ago in Cost Volume Pro 0 Planned

Automatic Milestone Payments that keep the contract positive.

The ability to have the system figure out and apply the payments needed to maintain a positive cash flow throughout the proposal.
Aaron Hale over 1 year ago in Cash Flow Pro 0 Future consideration