Update Resource Field Values After Changes are Made in the Resource Library Table
After a resource with custom fields & values has been added to a proposal, updates made in the Resource Library to the value(s) for those custom resource fields are not being reflected in the proposal(s) where the resource exists. For example,...
Footer On All Worksheets When Exporting Full Pricing
When printing a report to Excel with Full Pricing, the designated report footer does not print on the Rate worksheets. Would like to see the assigned report footer should print on all worksheets.
BOE Name and Resource Templates Proposal property level vs system level
Proposal Templates: We can set some global parameters in BOE Pro one is what is contained in the Resource ID field. Currently, we have it set to [Resource Name][Cost Center]. It would be valuable for this to be adjusted to set at the proposal leve...
Feature Request: Spread Curve Visualization Graph (CE-style) Summary: Provide a visual graph of the spread curve within BOE Pro, similar to the existing display in CE. The visualization should clearly illustrate curve sections and transitions so t...
The Autofilter Row is an EXTREMELY useful part of ProPricer that we use all the time. However, it seems to randomly hide itself without much reason. The suggestion is to either make the AutoFilter always show all the time, allow a user to set this...
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...
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...
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...
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 ...