Ideas

The proposal icon on 9.4 doesn't easily visually differentiate between a locked/unlocked proposal on 9.3 and prior. Please restore back to its previous glory!

The Pivot Grid could use some updates to improve its usability: * Make probably the most-used functionality, Export to Excel, immediately obvious and one click away. * Ability to default behavior options. * Ability to either use Task/Resource Sele...

Excel Paste Special Functionality within the Import Export tool.

Description: The current Travel Distribution Matrix Report breaks down each trip by cost element with a distribution matrix by year and month. We would like the ability to summarize the entire proposals' trips in the same distribution matrix forma...

Add the option to I/E to export only the rates (all rate tables) used within the proposal.

Would it be possible to partner with ERI (Economic Research Institute) for wage information? ERI is a paid subscription so we understand this may entail an additional cost. Linking to the ERI database would allow users to select wage rates for exe...

Description: Add permissions to lock a product library. Allowing a library to remain in materials but unable to change costing and bom data Use Case/Example: When associated costs or BOM structure changes for a product the previously quoted bom sh...

Please allow edits to Proposal User Fields directly within the Proposal List Screen. Currently, when double-clicking "proposal" in the navigation pane, it pulls up a full list of proposals. Within that field are many of the proposal properties men...

Currently, there is no ability to add the summary fields as an ad-hoc layout option for the Summary Travel report. Please add this as an option.

Add the ability to refresh the resource fields based upon the current rate tables. For example, if staff switch report categories between revisions and the data is copied from a previous proposal, the report category remains as it was originally a...