All ideas

* Please reassign this ticket to Heather Neiger as Sam is retiring* If estimates are changed outside of the BOE and the original estimates are derived from a formula, BOE Pro captures the difference in a delta column. It would be nice if the Calcu...

***Please reassign this ticket to Heather Neiger as Sam is retiring*** Every proposal will have a preference, controlling this Globally is nice for a default, but realistically should be at the proposal level.

ProPricer data in the default text section level. The ability to set ProPRcier data in the document templates.

Description: Would it be possible to add a column to the “BOE List” view in BOE Pro that would show the number of attachments for each BOE? Use Case/Example: The concern is that if an author adds an attachment in a BOE, how would reviewers and app...

Auto Number Tasks

Description: On the Estimates List provide an option to open the estimate in BOE View of the Estimates View Use Case/Example: A BOE user may be reviewing the estimates on the Estimates List and find an item that needs to be adjusted. The user need...

Description: Clicking on the any unassigned item in the Total Hours/Unites/Cost Summary Widget should Open the Estimates List filtered for estimate not assigned. Use Case/Example: As a BOE author, reviewer, or approver I need a quick way to see al...

Add an Activity Feed to Authorization Server to track key events, including user logins/logouts, failed login attempts, user additions/deletions, product access changes, and license modifications (added/removed/updated). All tracked activities sho...

Pagination for the will return a set number of items per page when retrieving the proposal list. The purposes are to be able to retrieve large data sets faster. The primary data set is the proposal list.

Add summary tasks to BOE Pro and make sure they work with CERs and ERs