System settings

Change your system-level settings to standardize report titles and resource names. You can also choose the ProPricer 9 login type you will use to retrieve data from ProPricer Contractor Edition Enterprise.

Report Text

These same settings are in the Information proposal settings. Whenever you create a new proposal, the report title and footer from your system settings will appear there by default. If you run a report on a proposal, the title and footer will come from the proposal's settings.

The Title Line 1 and Title Line 2 settings can use variables for your company name and the report name. To print the name of your company, type [Company Name] as a variable. To print the name of the report being run, type [Report Name].

Resource Alias Naming

A resource alias is the identity of a resource when you add it to a proposal from a direct rate table. Since the resources in direct rate tables already have names, unique aliases let you use the same resource from a table multiple times in a proposal.

The Alias Template setting lets you set up a standard way of naming resource aliases, which ensures consistency and prevents mistakes. When any user adds a resource to a proposal, its alias is named automatically based on this setting.

By configuring the Estimates permissions for a role, you can prevent users from changing resource alias names in proposals. Go to the Edit Alias Name feature and clear the Edit permission.

ProPricer 9 Login Type

The Login Type setting determines how you log into your ProPricer Contractor Edition Enterprise data server for importing proposals, rate tables, etc.

• ProPricer: Log in with CE Enterprise credentials. Your username and password will be required.
• Windows: Log in with Windows credentials. Only your username will be required.

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