All ideas

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.

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...

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...

Access Tags for Material and Resources Fields and their values

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...

Not being able to generate subtotals and totals severely limits the value of calculated fields. Please make it possible to calculate subtotals and totals for custom user/material fields. (Noah Braun recommended request)

Please add the ability to set the Login Type (Integrated, Interactive, PROPRICER) per-user or per-user-role.

| Restrict access to only the person assigned in a workflow (other than admin). Currently anyone with the same role can edit. - This could be achieved with task rights, but this is not an efficient process and not practical for a project with a lo...

Please add the ability to refresh the resource fields based upon the resource library. Since Resource Fields are text/list fields, they do not automatically update based upon Direct Rate table updates. Therefore, we need a button or tool that refr...