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Map BOE Sections when Copying BOE.

Feature Request: Map BOE Sections When Copying BOE Description: When users copy a Basis of Estimate (BOE) to create a new proposal, the new proposal may have a different set of BOE sections or section names compared to the original. This feature w...
Guest 9 days ago in BOE Pro 0 Future consideration

Option to Revert to previous version of the BOE.

This option allows users to restore a previous version of the Basis of Estimates (BOE), providing flexibility to undo recent changes or recover from errors. Purpose: To enable users to easily revert the BOE to any prior version of the BOE reduci...
Guest 6 days ago in BOE Pro 0 Future consideration

Automate Proposal View by Assignment

Description: Automate who has access to the proposal when they are assigned with in the Workflow/ RAM, Owners, assigned admin. Use Case/Example: Currently there is no way for the people assigned in properties to see they are assigned to the propos...
Mikala Stephenson 8 days ago in BOE Pro 0 Future consideration

Single Bulk Import for Travel

Description: Use Case/Example:
Guest 3 months ago in BOE Pro 0 Future consideration

Cascade Delete BOE and Resources

Description: When a BOE is deleted, all the elements (resource, travel, etc.) assigned to that BOE will be deleted from the proposal automatically. Use Case/Example: Automatically remove all the elements assigned to a deleted BOE to save the user ...
Guest about 2 months ago in BOE Pro 0 Future consideration

Left to right scrolling within BOE Pro Elements/ Indicator sidebar.

Description: Users should be able to scroll left to right within the elements sidebar so we can see the indicators column and not have to resize the window if they have the workspace area larger. Use Case/Example: In the attached screenshot, the i...
Edward Delgado about 1 month ago in BOE Pro 0 Future consideration

Bulk Edit Table Properties

Feature Request: Bulk Update Table Properties Description: Enable users to perform bulk updates to table properties within the editor. This feature would allow users to efficiently modify attributes such as cell borders, cell background color, and...
Aaron Hale 9 days ago in Cost Volume Pro 0 Future consideration

RAM Group Admin

Description: Add an admin in each RAM Group. These admins can manage the RAM where the Group is assigned on the RAM. These RAM group admins see elements on the RAM view that their group is assigned to. Use Case/Example:
Guest 3 months ago in BOE Pro 0 Future consideration

Combined Bulk Import File

Description: Entering estimates is complicated. Adding the capability to upload helps get there, but an Estimator would need to upload estimate data 3 times (I think; check this). Once for Task, once for Resource estimates, and once for Resource I...
Guest 7 months ago in BOE Pro 0 Future consideration

Allow to save BOEs to the Library when the Proposal does not have workflow

Description: When a proposal does not use workflow, there is currently no way to save those BOEs to the Library. Use Case/Example: Often, small proposals will not have workflow steps, but those BOEs are useful for the library.
Aaron Hale 7 months ago in BOE Pro 0 Future consideration