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Multi-Currency Support for Cash-Flow Sheets

The ability to report the cash flow in any currency.
almost 3 years ago in Cash Flow Pro 0 Planned

Set Default View When Opening The Proposal

Feature Request: Set default view when opening a proposal Summary: Introduce a user-specific setting that allows estimators to define which proposal view (e.g., BOE View) opens by default when they double-click a proposal. This ensures the proposa...
almost 3 years ago in BOE Pro 0 Future consideration

Delete PBS Parent With Child Retention Options

Feature Request: Delete PBS Parent With Child Retention Options Summary: Provide users with options when deleting a PBS item to either delete its children or keep them by reassigning them to a new parent (including the root where valid). This ensu...
almost 3 years ago in BOE Pro 0 Future consideration

Change Annual Timescale Period Range when using (Using Ctrl+T+A) in Resource Input

Please add the ability to change the timescale to a specific fiscal period when estimating hours/costs on a monthly basis. It would be very useful to be able to use the annualized timescale toggle to estimate based upon a specified fiscal period (...
almost 3 years ago in ProPricer 9 0 Future consideration

Giving Limited Folder Access Rights to User Roles

Please add the ability to give specific user roles the ability to move proposals between specific folders without giving them the ability to Add or Modify existing folders. Essentially, we would like to give our Estimator Roles the ability to move...
almost 3 years ago in ProPricer 9 0 Future consideration

Lock Down Timescale on Properties-General Menu

Please add the ability for a system setting to lock down the timescale dropdown menu from being changed by users. We price on a monthly basis and users should never switch the timescale at the proposal level. Once this field is changed, there isn'...
almost 3 years ago in ProPricer 9 0 Future consideration

Material Selection for Proposal-Specific Parts

Please add the ability to create a material selection on proposal-specific parts that are not in the parts library. Currently, the Material Selection is limited to the common parts library list only. However, we mostly price proposal-specific part...
almost 3 years ago in ProPricer 9 0 Future consideration

Manage PPC connection similar to the way it functions in the Import/Export tool

We have multiple databases for Propricer within our enterprise and there are users who have to jump between multiple PPCs and all the other applications allow for this change from one PPC to another. This is not the case with the management consol...
about 3 years ago in Management Pro 0 Future consideration

Improve Filter Settings

Filtering is different (you can't easily select what you want to filter on, you have to choose "equal to, greater than…etc"). Filtering should work as it did in the excel tool.
about 3 years ago in ProPricer 9 0 Future consideration

Access Tags for Cash Flow

Access Tags for Cash Flow. Access tags for cash flow would allow to admin to hide old items from user access. An example: An admin wants to hide an old billing type that is no longer used.
about 3 years ago in Cash Flow Pro 0 Planned