Introducing a reimagined way of creating proposals to better accommodate different kinds of projects and make all aspects of proposals more customizable. With improved tracking of expenses and fees.

• Proposals documents are now broken up into sections. Each section supports different parts of a proposals.

  • We now have dedicated sections for Fixed fees for Unit-Rate Fees which allows you to create proposals that are not purely based on hourly fees.

  • Each section has prepend and append wording that can be changed

  • Section titles can be changed

  • Each section can be included in either the proposal “main” PDF, or in a breakdown PDF

    • Section can also be included in both, or neither (for example if we want to internally have a more precise breakdown, but only show the client the total)

  • All previous elements included in proposals have been converted into sections (eg. fee summary, assumptions and exclusions, rate schedule, subconsultants etc.)

  • A section has been added for expenses which replaces the existing expenses column and connects with a new list for General Expense Types (eg. Mileage, Travel, or Hotels)

    • The expense types list can be edited in Global Lists

    • This integrates with invoicing as described below

  • Sections can be freely rearranged

  • Mismatched rates and phases between projects and proposals are now detected and users can update the proposal to reflect the changes made to project rates/phases\

  • The rate schedule section has been updated to make it easier to import from global or project rates

• Wording parts like Terms and Conditions, and Closure have been moved to a new wording section to make it easy to focus on the main parts of the proposals while defaults are used for wording, but can be changed when needed

  • Each section’s prepend and append wording can also be edited from here

• Project phases can now be excluded/hidden from a proposal and phases can be aliased (renamed)

  • The original phase names are still used internally, but the proposals PDFs and Invoice will use the aliases.

• Personnel rates can now be excluded/hidden from a proposal and job titles/rate categories can be aliased (renamed)

  • The original rate category names are still used internally, but the proposals PDFs and Invoice will use the aliases.

• Added a General Expenses section to Time & Expense

  • Users can use this section to keep track of expenses incurred for projects

  • General expense type entries can be marked as billable and/or reimbursable

  • General expense entries can be marked as reimbursed and the billed status is integrated with invoicing

• Invoices now track percentage complete and prior billed amounts for expenses

• Expense are now rolled into Proposal Summary totals when updating from Time and Expense (previously called items breakdown)

• Added a PDF option on Invoices to include an expenses breakdown (similar to the existing timesheets breakdown) for proposal/phased billing