All ideas

Excel Paste Special Functionality within the Import Export tool.

Please add the ability to see a list of all resources missing from a rate table when switching direct rate tables from an older one to a new one. Currently, when you switch the direct rate table and the resources used on the proposal are no longer...

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

When there is a break in period of cost data (i.e. first cost in Jan 22 and next cost in Jun 22) then have an option in pivot grids and reports that displays empty periods between periods with cost so that there is still a continuous timescale in ...

This will be very helpful for our long list of departments in our resource fields.

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

Allow me to define a default Learning Curve and then I can change in the instances I need.

Please add the ability to easily copy a row within the Material View, as the functionality exists for Resources or Travel within their respective Views. We generally use proposal-specific parts as most of our purchases aren't repeatable purchases....

Why have this limited to PO, Quote and Misc? Why don't you treat the field in the Cost Source table just like a Resource. Let the Admin create their own list of Cost Sources by creating a list. This makes it very customizable for each company and ...