All ideas

The Proposal Creator field in the Proposal Grid is populated based on the log-in credentials of the user who creates a proposal. However, if the user is subsequently removed from the User list, all entries of that user in Proposal Creator field ar...

Hello, Please add the ability to move multiple proposal to a folder at one time. Currently, it will only let you move one proposal at a time. Under the Proposals list tab, you can select multiple proposals to archive but are unable to move all sel...

Non-Standard travel from our rate table will not have any cost associated with it for Airfare, car rental, hotel, etc. Would like to see the Audit Report flag that as an error.

Please add the scheduled rate category to the resource table grouping list. Currently, if multiple resources are tied to a Scheduled Rate Category, the same scheduled category will appear multiple times on a report. I would like the resources to b...

The proposal icon on 9.4 doesn't easily visually differentiate between a locked/unlocked proposal on 9.3 and prior. Please restore back to its previous glory!

The Pivot Grid could use some updates to improve its usability: * Make probably the most-used functionality, Export to Excel, immediately obvious and one click away. * Ability to default behavior options. * Ability to either use Task/Resource Sele...

Add the option to I/E to export only the rates (all rate tables) used within the proposal.

The issue with assigning the Profit/Fee rate at the resource level is that there is no way for the CER derivatives to inherit the Profit/Fee rate assigned to the base resource that generated it.

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