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...

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...

Excel Paste Special Functionality within the Import Export tool.

The concurrent license validation is required every 6 months. Could an enhancement be made to provide some sort of alert when the validation will be required within the next N days? This will allow for me to plan downtime with the users to validat...

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...