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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...
about 4 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.
about 4 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...
about 4 years ago in  0 Future consideration

Ability to lock off shared rate tables.

| Allow rate tables to be locked/unlocked to avoid accidental change when used by multiple people. |
about 4 years ago in  0 Future consideration

Write ProPricer User Fields Back to Open Plan

Summary: Enable round‑trip export of User Field data to Open Plan. Problem Statement: User Fields are ignored during export, causing data loss and incomplete round‑trip synchronization. Proposed Solution: Support exporting ProPricer User Field val...
7 months ago in  0 Future consideration

Prevent Creation of Extra Activities and Missing Logic on Export

Summary: Eliminate unintended activities and logic gaps during export to Open Plan. Problem Statement: ProPricer exports can generate unexpected extra activities that have no associated logic, resulting in invalid schedules. Proposed Solution: Ens...
7 months ago in  0 Future consideration

Preserve Original Project, Calendar, and Resources on Export

Summary: Allow ProPricer exports to reuse original Open Plan project artifacts. Problem Statement: Exports from ProPricer always create a new project with new calendar and resource files, breaking continuity with the originally imported project. P...
7 months ago in  0 Future consideration

LOCK or Protect PIVOT Layout

Once PIVOT layout format is created, can we add a feature to LOCK or Protect the layout so that by accident no one else can overwrite it?
almost 4 years ago in  0 Planned

Ability to map elements between different algorithms in Comparison Indirect Rate Report

Description: We would like the added functionality to map indirect elements in the Comparison Indirect Rate Report similar to reports like Comparison Detail Cost Breakdown. Use Case/Example: If we create a new algorithm, the indirect elements and/...
8 months ago in  0 Future consideration

Include the ability to add multiple scheduled rates to a single resource.

I would like to be able to add multiple scheduled rates to a single resource. In certain cases when a contract may have the choice between contract types, I would like to be able to include the rate deck for all scenarios and run reports to view t...
about 4 years ago in  0 Future consideration