All ideas

Summary: Enable algorithms to reference/call the Proposal Type field in Proposal Properties, so users can tailor logic based on the type of proposal being processed. Problem Statement: Users who need algorithm behavior to vary by proposal type—suc...

Summary: Extend the existing Field Editing Resource What-If capability to support resource-level fields in Services Rate Builder proposals. Rather than creating a separate Bid Rates What-If tool, reuse the current workflow and conditionally enable...

Summary: Enable Resource Class, Accounting Calendar, and Resource Type to be configured directly on the Bid Rates tab for each resource, in addition to RFP Labor Categories. These fields should follow an override hierarchy so that the most specifi...

Summary: Enable a summary grid at the bottom of Staffing View that mirrors the calculation and pricing details available in Resource View. The grid should summarize staffing input data by applying rates to hours, units, and costs to show direct co...

Summary: Enable the Bid Rates tab to treat Percentile and Level as part of the uniqueness criteria for RFP labor categories. This would allow users to create separate bid rate entries for the same labor category and location when the actual rate d...

Summary: Enable users to mark individual Resource Fields in Proposal Properties as “Rate Attributes,” determining whether each field contributes to the Bid Rates or Base Rate uniqueness key for Services (Rate Builder) proposals. This gives users e...

Summary: Enable the Rate Builder to automatically pre-populate Bid Rate rows from existing Base Rates data, and allow new Bid Rate entries to be created on demand directly from the Staffing View, eliminating the requirement to manually build every...

Summary: Eliminate the Base Rate Labor Categories section/tab from the user interface and allow users to manage Base Rate values exclusively within the Base Rates section. The underlying backend table can remain in place to support existing data s...

Summary: Enable Services (Rate Builder) type proposals to support escalation across multiple timescales, including Daily, Monthly, Quarterly, Annually, and Phase. This would give users the flexibility to match escalation settings to real-world sub...

Summary: Enable users to toggle between Direct Rate and Fully Burdened Rate within the Rate Selection window in Staffing view. This would allow users to evaluate and compare labor rates based on either base cost or total cost, making sorting, filt...