ProPricer v9.5 Build 104
New features & enhancements
Ask Dela
The Ask Dela feature introduces a new digital AI assistant that gives logical responses to ProPricerrelated inquiries. Ask Dela is powered by OpenAI and provides a simple, conversational interface for
asking questions. To learn how to configure Ask Dela, see the ProPricer 9.5.104.0 Installation Guide.
.NET 8 Upgrade
ProPricer has upgraded from .NET 6 to .NET 8 to stay current with the latest technology. Microsoft
will end support for .NET 6 in November 2024.
Import/Export Tool Integrated with ProPricer
The Import/Export Tool has been added to ProPricer as a feature. This prevents licensing issues,
improves performance, and eliminates the need for ProPricer database connection settings in the
tool.
User Login Information Separation
The login name, type, and password of each ProPricer user is now separate from their other user
information. There are also different system-level associated permissions for Users and User Logins.
With separate login information, a single user can have multiple login types (ProPricer, Windows, and
Azure AD). Additionally, you can quickly disable someone’s ability to log in without removing them
from your ProPricer system.
You can view and edit logins in User Information and the new User Login Information feature. User
Information shows the logins for a selected user, while User Login Information shows all logins and
users in one grid.
Material Distribution Summary Report
The new Material Distribution Summary Report shows a proposal’s material costs by month, quarter,
year, or no timescale. In the ad hoc layout options, you can choose exactly which information to
include in the report.
Replicate Material Changes in Another Proposal
In proposals, the Replicate Material Changes right-click option can now apply changes to a different
proposal with the same parts. This includes cost source information changes. Previously, Replicate
Material Changes only applied to the same proposal.
Updated FWP Form Report
The FWP Form Report has five additional equipment subsections. In Proposal Properties, they are
available as line items in the Form Mapping settings.
Proposal Metadata in Archives
When archiving proposals using any method, the archive includes metadata in a .txt file. It captures
the ProPricer version that created the archive, and the earliest version of ProPricer required to restore
it.
More Consolidation Rule Options
- Cost consolidation rules now have a Linear Interpolation option. It calculates the unit cost of a
part when the required quantity is between two known quantity ranges from a cost source.
Despite the quantity gap in the cost source details, ProPricer can still calculate an accurate
unit cost in proposals.
- Cost consolidation rules now have a Closest option for the Qty Match setting. In combination
with other rule options, it selects the cost source with the closest quantity. The closest quantity
can be greater than or less than the required quantity.
More Link Qty Options for Associated Costs
There are two new options for linking associated costs to material quantities in proposals.
- Period: The associated cost is applied per period (month, quarter, or year) that has any
quantity of the material.
- Period Qty: The associated cost is applied per the Link Qty Amount you enter. For example, if
you enter an amount of 100, the associated cost applies to each set of 100 units.
ROUNDUP and ROUNDDOWN Functions in Algorithms and Report
Designer
The ROUNDUP and ROUNDDOWN formula functions are now available in the algorithm formula editor and Report Designer expression editor.
Material Quantity Modifier Formula
In Proposal Properties, the Material Pricing settings have a new Qty Modifier Formula. It provides a
formula editor for adjusting the manufacturing start quantity calculation in a proposal. In the formula,
you have the flexibility to use your own material fields.
The Qty Modifier Formula works the same way as the existing Hours/Units/Cost Modifier in Proposal
Properties. The formula functions, mathematical operators, and material fields you enter in the editor
create a multiplier that is applied to the manufacturing start quantity.
BOE Source Identifies Travel and CERs
For trips and CER derivative resources that originated from a restored BOE Pro proposal, a BOE
Source column indicates the source proposal’s name. Previously, the BOE Source column in
proposals only identified direct resources that came from BOE Pro.
Update Current Proposal Includes Material Descriptions
The Update Current Proposal feature now allows updating the description of parts and assemblies.
Corrected Export to Excel Behavior for Pivot Grids
The default Text Export Mode when exporting a pivot grid from Print Preview to Excel has been
changed from Text to Value. This restores the original default mode before it was switched in
ProPricer 9.5.100.0.
Download Full Release Notes
ProPricer BOE Pro
What's New
3.5.103.3: June 20, 2024
Compatible with version 9.5.103 of ProPricer Contractor Edition Enterprise
New features
Smart Sections in BOE templates
In BOE templates, you can dynamically map BOE sections. When a proposal uses the template, estimators can quickly enter information in BOE sections by selecting a combination of options. The Smart Section mapping determines which sections appear when specific options are selected. This feature allows proposal managers to define the available text sections for each estimating group or method and hide sections that do not apply.
Improvements
Non-printable BOE sections
You can now create BOE sections that will not be printed. This allows proposal managers to keep the BOE well organized by indicating sections that should not be printed.
BOE preview on task headers
When selecting a task in the grid on the Estimates page, a preview of the task BOE appears. Now you can quickly access and review the BOE information for each task.
User interface improvements
The data counter and widget totals for proposal tasks and resources now show the total number of tasks, resources, hours, and costs. This makes it easier to compare to ProPricer Contractor Edition Enterprise data.
Access to Estimates page, Estimate List, and BOE View
You can now access the Estimates page, Estimate List, and BOE View when you don’t have permission to access the Trips and Travel Estimates features. This allows people to view and work on BOEs and estimates regardless of their Trips and Travel Estimates permissions.
Tech debt
Implement long process handling
BOE Pro supports the viewing and managing of long processes such as archiving and restoring, copying proposals, and importing. You can now cancel these processes.
Optimization
System curves and travel expenses have been optimized and added to the database to avoid duplication. Global library records have been assigned for shared curves and expenses.
Reuse code and set DevExpress artifacts properly
Existing projects have been replaced by shared library references, resulting in less code and new references.
Remove SQL triggers from proposal locations
The SQL trigger used for proposal locations has been removed, allowing Entity Framework 7 optimizations.
Fixes
- An issue that caused an extra whitespace to be appended to submitted BOE list-type sections has been fixed.
- An issue that caused the restoration of a proposal to fail after it has been restored twice has been fixed.
- An issue that caused an error to occur after pressing the ESC key while editing a role has been fixed.
- An issue that caused an unhandled exception error when submitting a proposal from BOE Pro back to ProPricer CE has been fixed.
- An issue that prevented the creation of task selections with field names containing a space has been fixed.
- An issue that caused incorrect validation when using a task label other than Task ID for selection criteria has been fixed.
- An issue that caused the UI to freeze when pasting an invalid value in a custom resource field in the Estimate List has been fixed.
- An issue that allowed the changing of the Link SOW/BOE To setting for a locked proposal has been fixed.
- An issue that allowed the changing of BOE Section Validation Step and Estimates Validation Step settings for a locked proposal has been fixed.
- An issue that allowed the disabling or enabling of the Require Approval setting for a locked proposal has been fixed.
- An issue that caused the BOE container widgets to lose their look and feel when Workflow was enabled has been fixed.
- An issue that allowed the changing of due dates for Workflow steps for a locked proposal or BOE has been fixed.
- An issue that caused the UI to freeze when pasting 5,000 lines on top of 5,000 lines in Quick Adds has been fixed.
- An issue that caused custom field views to generate a scroll has been fixed.
- An issue that prevented the updating of counters and icons when copying items (tasks, resources, and trips) on the Estimates page has been fixed.
- An issue that caused proposals to not be displayed and a toaster error to be thrown when entering the proposal view has been fixed.
- An issue that caused a proposal to not be shown in the grid after restoring or importing until the page was refreshed has been fixed.
- An issue that caused a query error when trying to perform a Flex/Shift what-if or advance, reject, or override in workflow steps has been fixed.
- An issue that allowed unassigning a travel estimate in a locked proposal has been fixed.
- An issue that caused a "Sequence contains no elements error" when trying to delete a BOE for a locked proposal has been fixed.
- An issue that caused the BOE Pro database upgrade to fail on Azure Database with a reference error has been fixed.
- An issue that caused incorrect selection info in the matrix on the Estimates page until a refresh was performed has been fixed.
3.5.103.2: March 22, 2024
Compatible with version 9.5.103 of ProPricer Contractor Edition Enterprise
Improvements
User interface improvements
- The hover menu has been redesigned to provide a better experience throughout the application.
- Various areas now show proper loading or busy feedback to indicate that a process is running.
- ProPricer Contractor Edition Enterprise rate table assignments and related tooltips have been improved.
- Record counters have been added on many screens.
Validate database version at log in
The authorization server prevents logging in when the database hasn't been upgraded. This improves security and prevents potential errors.
Import process optimization
The import process has been optimized using Bulk Insert actions, resulting in faster and more efficient data imports.
Leave Feedback button
A new Leave Feedback button has been added to the BOE Pro Help website. Use the button to reach the feedback portal where you can easily provide suggestions and ideas about BOE Pro features.
Tech debt
Process improvements for Quick Adds
The error message for Quick Adds indicates that a long-running process is occurring and suggests waiting until it completes.
Change Value Object to new class record
The custom Value Object class has been replaced with the new C# record class, resulting in improved performance.
Optimized user interface requests to the back end
Unnecessary requests from the user interface to the back end have been reduced, improving efficiency. The UI now refreshes only if there are actual changes, such as updates to the task list.
Remove old style BOE text code
Legacy code has been removed, eliminating unneeded tables, columns, classes, helpers, and integration tests. This improves code cleanliness and reduces technical debt.
Fixes
- The option to create a proposal with a duration only has been removed because it is rarely used. Now proposals must be created with period of performance start and end dates. The default PoP dates are the current month.
ProPricer Contractor Edition - Essentials
What's New
June 20, 2024
Compatible with versions 9.3, 9.4, and 9.5 of ProPricer Contractor Edition Enterprise and Government Edition
New Features and Enhancements
Quick Add Travel Destinations
Quick Add is available for travel destination information in the Travel Library and in travel rate tables. Quick Add lets you enter multiple destinations at the same time, and you can paste copied information in the Quick Add grid. In travel rate tables, Quick Add also includes travel expenses.
New and Improved Dashboards
The Home dashboard has a refreshed look and feel with improved functionality. There is also a new Proposal dashboard that provides an overview of a selected proposal.
Unlimited Proposals
The maximum number of proposals allowed in Contractor Essentials has been removed. You can now create an unlimited amount of proposals.
For Smaller Pricing Teams - Learn More
This multi-tenant cloud-hosted web product is ideal for small to medium-sized businesses. Compatible with ProPricer Contractor and Government Editions, it adds cost-breakdown reporting capabilities with formula-rich excel outputs.
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ProPricer Companion Products Enhancements
ProPricer Companion Products 3.5. 104
Enhancements
Cash Flow Pro
- Graph/Chart Wizard: This new tool enables users to design and generate custom charts and graphs. It offers a variety of styles, types, and options to input specific data points for a more tailored presentation experience.
- Unlock/Copy Proposal in Cash Flow Pro: Enhances functionality by allowing users to unlock and make copies of financial proposals within the Cash Flow Pro software. This provides flexibility and ease of use when modifications or multiple versions are needed. Close All Tabs Button: Introduces a new "X" button on the toolbar, enabling users to quickly close all open tabs simultaneously, improving navigation and efficiency in the user interface.
- Schedules: Allows users to redistribute proposal costs across various time frames, such as monthly, quarterly, semi-annually, or annually. It enables users to customize how costs are allocated by configuring specific schedules that define the desired cost distribution pattern. Dashboards: Users can now create and export preset graphs specifically tailored to
visualize proposal cash flows in a dedicated proposal dashboard. This feature simplifies the analysis and presentation of financial data.
- Dashboards: Users can now create and export preset graphs specifically tailored to visualize proposal cash flows in a dedicated proposal dashboard. This feature simplifies the analysis and presentation of financial data.
- Save Summary View Layout: Users can save their preferred layout settings for the summary view. This customization feature ensures a personalized user experience by maintaining the chosen appearance of data and tools across sessions.
Integration Pro
- Export/Import Currency fields: Adds currency fields for various tables and settings, useful for customers using multi-currency.
- Azure Active Directory Authentication and Support: Introduces Azure Active Directory authentication support.
- Ability to select Criteria based on today's date - dynamic date: Adds a setting to export proposals modified within a desired time frame, with a dynamic date option for on-demand or scheduled exports.
- JWT Authentication: Adds support for JWT authentication, which will eventually be a requirement for Deltek.
- Ability to Delete Mappings From List: Provides the ability to delete mappings from the mapping list.
- Multi-Add for New Mappings: Allows users to add multiple mappings at once, improving the efficiency of creating configuration files.
Software Issues Resolved
Cash Flow Pro
- Proposal Task Selection can now select multiple values in the edit list.
- Report List output now correctly shows Format and Unit Type for Cash Flow Trendline and Income Expense.
- Reports unable to be exported to Excel no longer appear as elements for selection run error.
- Report List Elements grid values now update correctly after adding or editing values in Report Designer.
- Template list now automatically refreshes when a new template is added.
- Pressing escape key in report designer no longer automatically closes all dialog and now only removes the most recent changes. Loading a new task copied from proposal with Cash Flow Summary View already opened no longer causes the application to be stuck in a loading message loop. Copied templates in the templates list now update with their new name.
- Proposal Cash Flow live data update no longer fails and causes the app to freeze when integrating new elements from ProPricer using Task Selection.
- Modifying a task in ProPricer with Cash Flow Pro open in summary view no longer
causes Cash Flow Pro to freeze.
All ProPricer New Releases and Products
RELEASED IN JUNE 2024
Cost Volume Pro
- Store and access all the Cost Volumes in one place
- Incorporate different types of data into a single document with the click of a button (Images, word, PDF files, etc.)
- Incorporate ProPricer data right into each volume to avoid manual document updating
To see any of these new products before their official release, request a demo today.
RELEASED IN NOVEMBER 2023
Integrate between ProPricer and Deltek Costpoint using Integration Pro:
- Establish Costpoint integration without the need for any programming or code changes.
- Securely transfer data between Costpoint and ProPricer at any time.
- Achieve precise data targeting by mapping ProPricer and Costpoint fields to each other.
RELEASED IN AUGUST 2023
Cash Flow Pro Reporting Tool for fast, accurate cash flow data right from ProPricer:
- Integration with ProPricer proposal data and reports.
- Proposal-specific income data (milestones, tax, depreciation, and capitol).
- Flexible income definitions and reporting for a variety of cash flow types.
