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Resource Input Grid Enhancements

Focused on improving resource selection for Services-type proposals: Rate Source Selection Field: Add a field to capture the rate source when selecting a resource. Rate Attributes Field: Add fields to capture rate attributes for better resourc...
11 months ago in  0 Planned

Rate Builder

A new optional feature designed to handle advanced rate management for Service-Type proposals that require it: Choice at Proposal Creation: Users can select Rate Builder instead of Rate Card when setting up a proposal. Comprehensive Rate Mana...
11 months ago in  0 Planned

Direct Rate Table Enhancements

Introducing more flexible Direct Rate Table functionality: Multiple Direct Rate Tables per Proposal: A proposal can now have multiple direct rate tables attached, allowing different escalation timescales (e.g., Month, Quarter, Year) in separate ...
11 months ago in  0 Planned

Direct Rate Override Copy Function includes rates and escalation sets

Description: We had a proposal that used our standard labor category setup that the client requested we modify in a subsequent revision to include key staff (individual names) designations and project role category descriptions. The base rates and...
11 months ago in  0 Planned

Missing Multiple Resources from Direct Rate Table

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...
almost 4 years ago in  0 Planned

Print BOE Text at Multiple levels on Bid Cost Worksheet

Enhance the system to allow users to print the Basis of Estimate (BOE) text organized by Work Breakdown Structure (WBS) at both the Task and Product Breakdown Structure (PBS) levels simultaneously. This functionality should enable comprehensive re...
12 months ago in  0 Planned

Export Only the Rates used in the Proposal

Add the option to I/E to export only the rates (all rate tables) used within the proposal.
almost 4 years ago in  0 Future consideration

Option for Continuous Time Period in Pivot Grid/Reports

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 ...
almost 4 years ago in  0 Planned

Refresh Labor Resources and 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...
about 4 years ago in  0 Future consideration

Please add the Resource Class to the Excel Export

Please add the Resource Class to the Excel Export
about 4 years ago in  0 Future consideration