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...
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...
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 ...
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...
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...
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...
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 ...
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...