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Moving Child Groups

Currently, if a child group needs to be moved under a different Parent group, the entire row must be deleted and it has to be rebuilt again under the new Parent group. It would be helpful if all of the existing fields did not have to be deleted. A...
Nikolai Slepushkin over 3 years ago in  0 Future consideration

Enhance "Formula" Functionality

Could "Formula" be enhanced to allow calculations referring to the contents of the Task quantity? For example �1.000,- x Task quantity�.
Nikolai Slepushkin over 3 years ago in  0 Future consideration

Batch Report Options

Allow batch reports to be saved that do not have default start/end dates for the Period Selection in rate reports (specifically the Rate Band and Indirect Rate reports.) Currently we have a manual work around where we export the batch report out o...
Nikolai Slepushkin about 3 years ago in  0 Future consideration

Ability to Save and restore Column Selections

I'd like to be able to define a list of columns that I want to see for a given screen (Proposal Inputs, Libraries like Resource Sets, and Materials) and save that selection with a name to choose from a defined list by Admins or User created. Furth...
Nikolai Slepushkin over 3 years ago in  0 Future consideration

Proposal-Specific Overrides for Multiple Indirect Pools

Please create the ability to update multiple indirect pools at one time for proposal-specific overrides. The functionality exists for global indirect pool updates, but often times, clients will have caps on specific indirect rates. As a result, we...
Nikolai Slepushkin over 3 years ago in  0 Future consideration

Flex Shift Materials

Please add the ability for Flex Shift to adjust the dates of the Materials on the Material tab of the Task without changes the rest of the Task.
Nikolai Slepushkin over 3 years ago in  0 Future consideration

Disconnect Users from Proposal

Oftentimes, we have to lock a proposal, but users may just leave the proposal open but not be actively using the proposal. As a result, the system will not allow us to lock while "active" users have the proposal open. Please add a button under the...
Nikolai Slepushkin over 3 years ago in  0 Future consideration

Lockable Product Libraries

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...
Guest 6 months ago in  0 Future consideration

Limit access to PP Imp/Exp tool in 9.5

Description: Now that PP Imp/Exp is no longer an add-on in excel. We need functionality to treat it like other import / export functions. Use Case/Example: We have a API that controls data imports, users should not be utilizing the pp imp/exp tool...
Guest 6 months ago in  0 Future consideration

Modifiable Field(s) in Proposal List Screen

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...
Jake Jenkins 6 months ago in  0 Future consideration