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Starter Queries for Material Data Integration from Costpoint to ProPricer

Purpose / Description: Enable users to quickly establish an integration between Costpoint and ProPricer using Integration Pro with the new ODBC connection method by providing pre-built starter queries. These queries will: Target Costpoint material...
5 months ago in Integration Pro 0 Planned

Resource Input Grid Enhancements

Focused on improving resource selection for Services-type proposals: Rate Source Selection Field: Add a field to capture the rate source when selecting a resource. Rate Attributes Field: Add fields to capture rate attributes for better resourc...
5 months ago in ProPricer 9 0 Planned

Rate Builder

A new optional feature designed to handle advanced rate management for Service-Type proposals that require it: Choice at Proposal Creation: Users can select Rate Builder instead of Rate Card when setting up a proposal. Comprehensive Rate Mana...
5 months ago in ProPricer 9 0 Planned

Direct Rate Table Enhancements

Introducing more flexible Direct Rate Table functionality: Multiple Direct Rate Tables per Proposal: A proposal can now have multiple direct rate tables attached, allowing different escalation timescales (e.g., Month, Quarter, Year) in separate ...
5 months ago in ProPricer 9 0 Planned

Grand Total only on Pivot Grid

| The selection to untick the Totals in propricer pivot was a great addition - is it possible to allow for disabling each subtotal but retain the grand total for the proposal? |
over 3 years ago in ProPricer 9 0 Future consideration

Enable ODBC on Export Process

Description: Enable ProPricer Integration Pro to export data to external databases via ODBC, providing full parity with existing export capabilities. Use Case/Example: A pricing analyst needs to export Proposal Properties and other datasets from P...
5 months ago in Integration Pro 0 Planned

Direct Rate Override Copy Function includes rates and escalation sets

Description: We had a proposal that used our standard labor category setup that the client requested we modify in a subsequent revision to include key staff (individual names) designations and project role category descriptions. The base rates and...
5 months ago in ProPricer 9 0 Planned

Limit access to PP Imp/Exp tool in 9.5

Description: Now that PP Imp/Exp is no longer an add-on in excel. We need functionality to treat it like other import / export functions. Use Case/Example: We have a API that controls data imports, users should not be utilizing the pp imp/exp tool...
11 months ago in ProPricer 9 0 Future consideration

Moving Child Groups

Currently, if a child group needs to be moved under a different Parent group, the entire row must be deleted and it has to be rebuilt again under the new Parent group. It would be helpful if all of the existing fields did not have to be deleted. A...
over 3 years ago in ProPricer 9 0 Future consideration

Ability to Save and restore Column Selections

I'd like to be able to define a list of columns that I want to see for a given screen (Proposal Inputs, Libraries like Resource Sets, and Materials) and save that selection with a name to choose from a defined list by Admins or User created. Furth...
over 3 years ago in ProPricer 9 0 Future consideration