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
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
| 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
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.
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
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...