All ideas

Enhance the withholding feature in Cash Flow Pro to base calculations on billing type formula elements. This update ensures precise withholding deductions and re-additions, improving financial accuracy and user transparency.

Description: Include Access Tags from the user when creating from a proposal template. Use Case/Example: Right now, the users Access Tags are not added to the proposal when creating from a template. Only the template access tags are added to the p...

When submitting to ProPricer allow the user to select the folder that the proposal will go to In CE.

Description: Currently, when there is a login error, the error is displayed to the user. Add a setting to show the user a generic login failed error instead. Use Case/Example:

Description: Currently, when a user creates a PBS, they are automatically assigned to all workflow steps for which they appear in the workflow. An option is needed to create a new PBS to force the creator to be assigned only to the first step. Use...

Description: Need the ability to track max number of concurrent users Use Case/Example: Being able to see how many concurrent users information will the business when they need more or less licenses

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?

Limited BOE information is passed from BOE Pro to CE...can more information be sent to CE. Reporting in BOE PRO is very limited, which will result in most reporting occurring in CE. For example, BOE ID, BOE Status, Author, Approver, formula name, ...

Description: Add the ability to Add/Edit/Delete the Proposal User field from the system. Make sure to have the ability to update proposal user field values. Use Case/Example: The ability to update the system fields and have the new values be avail...

Description: Section Automatic Numbering, function like Word. Add the ability to set auto-numbering for sections dragging a section to a new position will update the number and child numbering. Print numbers on section header in the document. Use ...