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Release Notes: PROPRICER™  Version 9.3 Build 108 


Your current version and build are listed under Help > About PROPRICER.

Please call Technical Support at 951-693-0440 if you have questions about this build of PROPRICER.

 

 Release Date: June 8, 2020

 Version: 9.3.108.0

 Contains Database Upgrade: Yes

 Current Database Version: 147

 Current Package/Stored Proc. Ver.: 147

 Release: R7

 Model Version: 9.3.8

 Contains Server Upgrade: Yes
 *.NET Framework 4.6.1 required

 

IMPORTANT NOTES
 

Warning: End of support for Windows 7

PROPRICER v9.3.108 and future releases are only compatible with Windows 8 or later.


Upgrading to PROPRICER v9.3

There is no need to deactivate PROPRICER v9.2 prior to installing v9.3. During the installation and after the initial opening of v9.3, the user will be prompted to migrate their license to v9.3.
Any customers directly upgrading from v9.0 to v9.3 will need to perform a few additional steps. Since PROPRICER v9.3 installs in a NEW directory, those who have already installed and used v9.0 will need to deactivate your copies of v9.0 (Help > About > Deactivate) before upgrading. To complete this process, uninstall the v9.0 client and server applications, install the new v9.3 server and client, then register the new version. These extra steps are a necessary part of the upgrade process.

Your license keys reflect the use of PROPRICER as a product, rather than any specific version. For example, if you have ten available PROPRICER seats via your license agreement and you have two versions activated on the same machine, you are essentially using two of your ten available seats. By deactivating v9.0 prior to installing v9.3, you regain an available seat of PROPRICER and make it available for other users within your organization.

If you are upgrading from a version of PROPRICER that is older than 9.3.103 and you have a Concurrent license, contact Technical Support to get a new license key for the latest version. If you have a Single Workstation license, then no action is required.


First-time Installations


When installing PROPRICER for the first time (with a combo, all-in-one installer) on a stand-alone computer with no internet connection, .Net Framework 4.6.1 is required. If the computer does not have this, download it from the Microsoft website and install it prior to running the PROPRICER installer. If you do have .Net Framework 4.6.1 already installed on your computer, make sure it is enabled before running the installer.

 

NEW FEATURES


Auto Number: Tasks and Resources

Auto Numbering uses sequential numbers to automatically name new tasks and resources in a proposal. Since this feature works with resources, PROPRICER now includes resource IDs. This means you can type or Auto Number unique IDs for resources when you add them to tasks, or you can refrain from using unique resource IDs and/or resource field values altogether.
To choose how a proposal’s tasks and resources are identified, change the Proposal Properties.

  • For tasks, go to Summary Fields > General > Data Type, then select Text or Auto Number in the TASK ID row.

  • For resources, go to Proposal Input > Resource Settings > Resource ID Type, then select None, Text, or Auto Number.

The same settings are also available at the system level in the Proposal Defaults.


Consolidation Rule Sets

A consolidation rule set is a group of predefined material cost consolidation rules. Once you add a rule set to your PROPRICER system, you can select it in the Proposal Properties and Proposal Defaults.

Creating multiple sets lets you quickly switch the consolidation rules in a proposal. To use different rules, just select a rule set instead of repeatedly changing the proposal’s consolidation rule options.

To create, edit, or delete consolidation rule sets, go to the Setup ribbon > Consolidation Rule Sets.


Field Work Proposal Form Report

This is a new Government Format report for organizations that submit field work proposals to the U.S. Department of Energy. It provides a two-page proposal overview, including general project information, operational budget requests, anticipated milestones, and required reports.

 

CHANGES AND ENHANCEMENTS


Materials


Consolidate by Summary Field

If you use a custom numeric summary field, such as Lot Quantity, to enter material quantities in proposals, then this enhancement will improve your consolidation results and save you time. It runs the consolidation based on the values in a selected summary field instead of the quantity in the entire proposal. The consolidation is also done consecutively according to those summary field values, so you don’t need to run it several times with multiple task or material selections.


Set a Cost Source Age Limit

With a new cost consolidation rule option, you can leave old purchase orders, quotes, etc. out of the consolidation process. To only include cost sources that are six months old or newer, for example, indicate that in the Max Months Since option of the rules.


Enter Assembly Parts with No Quantity

Since the number of parts in a proposed assembly are sometimes unknown, PROPRICER now allows you to enter parts without a quantity. During the consolidation process, these parts are excluded. Only parts, not sub-assemblies, can have no quantity.


Hide or Show Resource Fields and Value Descriptions


A right-click option for hiding or showing resource fields is available when you set up three-point estimating factor definitions in the Proposal Properties and Proposal Defaults. You can also use it while setting up Resource Changes, Resource Distribution, and Resource Switching what-ifs.

Another right-click option for hiding or showing resource field value descriptions is available throughout PROPRICER, wherever resource fields appear.


Reports

Report Options Page

In any PROPRICER report, keep track of your report setup by selecting the Print Options check box in the report’s options. When you print the report, the last page shows the main options you used.


Export Full Pricing with or without Accounting Calendars

The Print to Excel Options dialog box has an option to include or exclude the Accounting Calendars sheet when Export Full Pricing is used.


Batch Report Table of Contents

Batch reports can now start with a table of contents that lists all printed reports. There are two ways to do this in the batch setup:

  • Go to Batch Options > Print Table Of Contents, then select Yes. This prints a standard table of contents.

  • Go to Member Reports, then select a custom table of contents as the first report. (To create a custom table of contents, use the new Table of Contents report included in this release).


Global and Proposal Resource Fields in Algorithms


To make your pricing algorithm more flexible, enter “IF” statements in the formula that are based on resource fields. This is helpful when some proposal costs should be calculated differently depending on a resource’s department, location, position, etc.

The proper “IF” statement syntax requires the resource field name to be in parentheses ( ) and single quotation marks ' ', and the resource field value to be in single quotation marks, like this:
IF ResourceField ('Department') = 'Administration'


Rate Band Table Override


In the Proposal Properties, you can quickly find out which rate band table is assigned to a proposal, and you can override it. Just go to Pricing > Rate Tables > Rate Band Table.


Add Comments to the What-Ifs Log


As you set up a what-if, use the Log Comment area to type notes that you want to include in the What-Ifs Log. The material adjustment functions, such as Target Factor and Quantity Redistribution, also let you add comments to the log.


Importing and Exporting

See More Resources while Importing Interdivisional Transfer Data

When you import interdivisional transfer data, the Import As drop-down menu only shows interdivisional type resources by default. Selecting the Show All Resources check box in the menu, however, lets you see every resource from your proposal’s direct rate table.


Import Default Resource Field Values

To easily bring in default resource field values with your ASCII/Excel data, open the import file and type (Default) in the applicable field for any resource. PROPRICER will recognize that placeholder during the import process, and the real default value will be entered in the resource field instead. This is especially useful when you’re unsure of a resource’s default value in a field, or you can’t remember the value’s exact spelling.


Proposal Selector for All Import and Export Types

All import and export dialog boxes now let you select a proposal. You no longer need to choose a proposal in the Navigation Pane before importing or exporting some types of data.


PROPRICER Express Version in Prepare for Government

The Prepare for Government feature can create a proposal archive that’s compatible with PROPRICER Express.


PROPRICER Import/Export Tool

Here are the improvements in our Excel add-in that’s included with every PROPRICER installation:

  • Access tags can be imported and exported.

  • Timephased travel rates can be imported and exported.

  • Rate overrides can be imported and exported.

  • Proposal CERs can be imported and exported.

  • Auto Numbering support for tasks and resources.

  • The Users sheet now has an Allowed Access Tags field.

  • Global resource fields are prefixed with [GRF], and proposal resource fields are prefixed with [PRF] to avoid field duplicity.

  • Travel input has been fixed. It now works in new templates.

  • In the import and export dialog boxes, the Tasks menu expands and groups the different kinds of input data.

  • Default resource field values can be used in PROPRICER by typing (Default) in resource fields in Excel.

  • An external reference to another workbook can be entered in a cell.

  • The Sort function is enabled on the ribbon and in the context menu.

  • The ribbon has a new button called Unlock Sheet. It unlocks protected cells, excluding column headers, so they can be edited.

  • Task dates are the default spread start and end dates.

  • Names and codes are both acceptable in the BTL Position field.

  • Eq. Heads, EquivalentHeads, Hours, and Units are all acceptable values in the Amount Type field.

  • When the default value of -1 in the Decimals field is changed, that value is no longer valid. The range of acceptable values becomes 0 through 15.

  • Zero values will delete the escalation for a specific period. Empty values will still be ignored.

  • Better error logging. Errors specify exactly which values are wrong.

  • Log in no longer fails when PROPRICER is set to Windows Integrate.

  • The log in dialog box shows error messages.

  • Correct concurrent management, with a form for connected users.

  • Expired passwords can be changed within the Import/Export Tool.

  • Before upgrading a workbook, a new message confirms which version it’ll be upgraded to.

  • Bug fixing some of the nodes and selections in the tree view of the import and export dialog boxes.

  • Material bug fixing.


Show or Hide Pivot Grid Totals


In the Pivot Grid, you can turn totals off or on. On the toolbar above the Pivot Grid, click Show Totals.


Set Dates for Discrete Spreads


PROPRICER now supports setting explicit start and end dates for discretely spread estimates. Currently, this enhancement is used for correctly converting hours to or from equivalent heads, but in the future it can be used for anything that depends on partial periods.


Proposal Owner Field in the Proposal List


The Proposal List has a new field called Proposal Owner. This can help distinguish who created the proposal and who owns it.



FIXES


Technical Support Cases

  • [20599] This is no longer an issue with the Export To ribbon option for certain reports. If a report used summary fields and was printed to screen, it could not be exported to Excel. An error message would appear instead.

  • [21173] An issue with miscalculated indirect costs in the Rate Buildup report has been fixed. It was caused by a conflict between the fiscal year in the report and the escalation in the direct rate table.


Miscellaneous

  • The option to protect travel rate overrides now works as intended. To protect an override from being changed by the Update Travel process, right-click it, then select Protected. This right-click option doesn’t appear for regular travel rates anymore.

  • PROPRICER no longer relies on the accounting hours in a whole calendar year to convert equivalent heads. Instead, the calculation is based on the accounting hours in the months of a resource’s spread period. In previous versions, PROPRICER always used an entire year’s worth of accounting hours for the conversion, regardless of when the spread period started or ended.

  • Any user with the right to override workflow steps can do this anytime. Overriding is no longer limited to just the Workflow Admin role.

  • On the External Data ribbon, in the Export group, the Proposal button is now named Proposal (ASCII). In the same group, the Prepare for Government/Prepare for Contractor button is larger.

  • After adding a new resource to a direct rate table, and after being prompted to add it to the Resource Library, the form that appears can now be seen completely. Previously, part of the form would not be visible if there were numerous resource fields.

  • There is no longer an issue with inconsistent rental car rates, which only occurred in a specific situation. If a timephased travel rate table had weekly and monthly rental car rates enabled, and the monthly rate was not overridden, the table used the weekly rate. But in the proposal, when the weekly rental car quantity was zero, the daily rate was used.

  • An error message no longer appears when changing days with the Flex/Shift what-if. It appeared when a proposal’s Start/End Date Type was set to Day/Month/Year, no respread method was used, and some days were offset.

  • The Start/End Date Type setting in the Proposal Properties introduced an error with Auto-Archiving that has been fixed. The error prevented archive jobs from being set up.


UPCOMING PROPRICER FEATURES


Here are some of the new features and enhancements we’re planning for future releases. Since the development of PROPRICER is driven by the needs and requests of our customers, this list is subject to change.


PROPRICER v9.3 R8

Anticipated 4th Quarter of 2020

  • Proposal templates

  • Comparison BOM reports

  • Material Formula Editor

  • Multiple customer-driven enhancements


PROPRICER v9.3 R9

Anticipated 2nd Quarter of 2021

  • User interface enhancements

  • Cash Flow and Billing

  • Dashboard

  • Multiple customer-driven enhancements


PROPRICER v9.3 R10

Anticipated 4th Quarter of 2021

  • New search capabilities

  • Detail Material enhancements

Multiple customer-driver enhancements

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