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Proposal Selections for Proposal List in Managment Console

Add the ability to filter the Proposal list by a proposal selection
Guest almost 2 years ago in Management Pro 0 Shipped

Cost by BOE list section chart

Display the cost (Direct or Price, selectable) by section just like the usage is currently displayed on the BOE List View. Like usage but display costs.
Guest about 2 years ago in BOE Pro 0 Shipped

Better Reporting for the quick adds.

Better Reporting for the quick adds. A quick-add report log that shows what changed, like the one for what-ifs.
Aaron Hale over 1 year ago in BOE Pro 0 Shipped

Single Call to return all the PSheet Data for a proposal.

Add a single call to Connect for Web that returns all the PSheet data for a specified proposal.
Guest about 2 years ago in Connect for Web API 0 Shipped

Ability to select Criteria based on todays date - dynamic date

The amount of data being intergrated is relatively large and needs to be filtered. We should be able to export based on a dynamic date setting (under Proposal Selections) so that each day it only exports the latest data and not all the data. We us...
Greg Heyman over 1 year ago in Integration Pro 0 Shipped

Dashboards

Add proposal Dashboard whish allow the user to display and export their favorite graphs for the proposal in one place.
Aaron Hale over 1 year ago in Cash Flow Pro 0 Shipped

PostgreSQL support for the Database Integration Tool

Allows individuals to use another database setup other than Microsoft SQL and Oracle.
Guest over 2 years ago in Integration Pro 0 Shipped

Close All Tabs Button

Add an X button that will Close All Tabs on the right side of the bar
Aaron Hale almost 2 years ago in Cash Flow Pro 0 Shipped

Global Resource Fields in the standard Pivot Grid

Add the ability to pivot off of Global Resource Fields in the standard Pivot Grid
Aaron Hale almost 3 years ago in Management Pro 0 Shipped

Unlock/Copy Proposal in Cash Flow Pro

Unlock/Copy Proposal in Cash Flow Pro
Aaron Hale almost 2 years ago in Cash Flow Pro 0 Shipped