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BOE Pro

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When will the ability to submit proposals to a specific location in CE be introduced?

Please reassign this ticket to Heather Neiger as Sam is retiring Currently proposals submitted from BOE PRO only submits to the root location, meaning users then need to drag it to their desired folder.
Guest 12 months ago in BOE Pro 0 Shipped

Location really should act like folders.

Description: Location really should act like folders. Cost Volume Pro has the UI that I would like regarding this topic (although admittedly not sure if folders within folders will show up under the parent folder or not in CVP) Use Case/Example:
Guest 2 months ago in BOE Pro 0 Shipped

Locations within a Location should show up within that Parent location, not at the same level.

Description: Locations within a Location should show up within that Parent location, not at the same level. Use Case/Example:
Guest 2 months ago in BOE Pro 0 Shipped

Task and Resource Creation

Please reassign this ticket to Heather Neiger as Sam is retiring Merge into 67 and check 47 Can't create a Task via BOE view, but can create a Resource. Need to have both capabilities. Can Estimators be able to enter a PBS?
Guest 12 months ago in BOE Pro 0 Shipped

Remove the Quick Insert feature from the text area.

Remove the Quick Insert feature from the text area and add it as a menu button to prevent it from blocking text input in its current location.
Guest 9 months ago in BOE Pro 0 Shipped

Select Folder when submitting to ProPricer

When submitting to ProPricer allow the user to select the folder that the proposal will go to In CE.
Aaron Hale 10 months ago in BOE Pro 0 Shipped

Estimate List order: The columns in the estimate list are out of order especially with the monthly spreads.

The columns in the estimate list are out of order, especially with the monthly spreads. May 2024 and June 2024 are captured twice, and the curve, Start Date, End Date, Duration, and Spread Amount all show up in the middle of the data set, too. Thi...
Guest 11 months ago in BOE Pro 1 Shipped

Resource Field Mapping

* BOE Pro does not inherit 'Required' status for External Resource Fields* External Resource Fields also can't be marked as required after creating the proposal.* Resource Field Mapping does not work in Quick Add. Is that intentional?* Can the abi...
Guest 12 months ago in BOE Pro 0 Shipped

Resource Field Mapping

* Can the ability be added to change view of Resource Fields? i.e. This page on the Estimates View when adding Resource. Can the ability be added to rearrange the order of the fields? Cost Center is required first for RMD (when creating from CE) a...
Guest 12 months ago in BOE Pro 0 Shipped

Create Task at the BOE View

The ability to create tasks while adding resources to the BOE View
Guest about 1 year ago in BOE Pro 0 Shipped