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ProPricer Ideas Portal
Status Planned
Workspace ProPricer 9
Created by Guest
Created on Feb 19, 2026

Support Multiple Open Plan Note Categories on Import

Summary:
Import all Open Plan note categories into ProPricer with configurable mapping.

Problem Statement:
Only the default Open Plan note category is imported today, causing loss of important documentation such as SOWs and BOEs.

Proposed Solution:
Allow import of all Open Plan note categories and provide mapping options to ProPricer note types or fields.

Benefits:

  • Retains critical context and documentation

  • Improves auditability and traceability

  • Reduces rework recreating lost notes

  • Attach files