Ideas

Please add the ability to see a list of all resources missing from a rate table when switching direct rate tables from an older one to a new one. Currently, when you switch the direct rate table and the resources used on the proposal are no longer...

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...

Please add the Resource Class to the Excel Export

Allow me to define a default Learning Curve and then I can change in the instances I need.