System settings

Change your system settings to standardize report titles, resource IDs, BOE names, and the proposal text font. You can also choose the ProPricer 9 login type you will use to retrieve data from ProPricer Contractor Edition.

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 appear there by default. If you run a report on a proposal, the title and footer 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 standardizes the naming of 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.

The alias template can be a combination of your own text with the following variables:

  • [Resource Name]
  • [Resource Description]
  • [Resource Type]
  • [Indirect Pool]
  • [Input Type]
  • [Rate Band]
  • [Accounting Calendar]

The variables will be replaced with the corresponding information for each resource in a proposal.

For example, the template [Resource Name] - ([Indirect Pool]) would create a resource alias that looks like Program Manager - (Admin).

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 data server.

  • ProPricer: Log in with CE credentials. Your username and password are required.
  • Windows: Log in with Windows credentials. Only your username is required.
  • Windows Interactive: Log in with Windows credentials. Your username and password are required.
  • Azure Active Directory: Log in with Azure AD credentials. Once you log into Azure, neither your username nor password are required.