IP Cost Estimation Updates Coming on May 19

IP Cost Estimation Update - IP Forecaster Update

We’re getting ready for the launch of Client Planner, so we are cleaning up and improving several Planner-related areas within the system. This week, we enhanced our client management capabilities and added many new features to Client Planner.

Let’s check it out!

IP Cost Estimation: Client Management Improvements

IP Cost Estimation Client Management

To prepare for Client Planner, we are revamping our Client Management features. This week, we moved Client Management to the sidebar to simplify things and added the ability to specify entity status and fiscal year per client.

Client Planner: Detailed Export

client planner detailed export

Now, it is easy to produce a detailed Excel file with each upcoming task and cost in a client’s portfolio. If you have created a multi-year plan, each year will be on its own tab. Easily view all fees by family, and by quarter.

Client Planner: Duration Slider Improvements

client planner duration slider

We’ve improved the duration slider so that it is available on all tabs, and you an adjust the beginning and end dates. This will make it easy to create plans for exactly the time period your client wants.

IP Cost Estimation: (More) Country Screen Cleanup

ip cost estimation country screen

Last week, we started cleaning up the country screen and the effort continued this week. We now give you the ability to filter out fees based on entity size and transmission type, reducing the list of fees to a manageable size.

Like this kind of stuff?

Check out all our 2024 updates here: 2024 Updates

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