All ideas

Description: Add the Disclosure report options to the 15‑2 Line Item Summary report, including dropdowns for Disclosure Format and Cost Level, consistent with the existing Disclosure options available in other system reports such as the Detail Cos...

Feature Request: Save BOEs to the Library without workflow Summary: Enable users to save Basis of Estimate (BOE) records to the central Library even when a proposal does not use workflow. This ensures that valuable BOEs created for small or simple...

Feature Request: Configure Dates and Resource Curves on Formula Confirmation Screen Summary: Enable users to configure multi-resource selections, start and end dates, and associated curve settings directly on the formula confirmation screen in BOE...

Description: When printing a report to Excel with Export Full Pricing, be able to disable or suppress the cover sheet called "PROPRICER Export Full Pricing". Use Case/Example: Our internal and external customers do not need this information so use...

Feature Request: Configurable Customer Statuses and Proposal Visibility Summary: Enable users to create and manage customer-specific statuses and configure the system to hide proposals from list views when they match selected statuses. This gives ...

Feature Request: Hierarchical Access for Assigned Document Sections Summary: Enable users assigned to a higher-level section of a document structure to automatically view and edit all child elements within that section. This would ensure that assi...

Summary: Make the Company and Role system fields available throughout reporting and resource-management capabilities for the Services (Rate Builder) proposal type. These fields, currently located in the Rate Contributors section of the Bid Rates t...

Summary: Enable labor categories associated with the Subcontractor role in the Rate Contributors section of Bid Rates to be classified as Subcontractor Resource Types in Rate Builder. This will ensure resource classifications accurately reflect wh...

Summary: Enable users to apply escalation factors from the Rate Builder to subcontractor labor categories in Bid Rates. This would extend the existing escalation capability beyond Primary Role labor categories, eliminating the need to calculate su...

Feature Request: Smart Sections Nested Dropdowns Summary: Enable Smart Sections within BOE Pro sections to support multiple levels of nested dropdowns. This would allow users to organize section content in a more structured and streamlined way, ma...