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Option to include workflow log and reset steps when proposal is copied (log not included default)

Description: Add an option to include the workflow log when copying a proposal in BOE Pro. By default, the log is excluded, but users can opt to include it. Also add an option to reset the workflow steps in the copied proposal, ensuring a clean wo...
Kenny Louden about 1 year ago in BOE Pro 0 Planned

BOE Check List, Workflow and BOE Section

Description: This BOE Pro feature adds a required customizable checklist as a BOE Section to track key proposal steps. The checklist must be fully completed before advancing, ensuring no critical tasks are missed. The enhanced BOE Section streamli...
Guest about 1 year ago in BOE Pro 0 Planned

Prompt to remove estimates when deleting a formula.

Description: Prompt to remove estimates when deleting a formula. Save the user time by prompting them when deleting the formula if there are estimates assigned. If the user responds in the affirmative, delete the estimates automatically. Use Case/...
Guest 6 months ago in BOE Pro 0 Future consideration

Filter for RAM Group for people that are assigned in the workflow in the proposal

Description: Add a filterable column for users that are assigned to the workflow in the RAM view Use Case/Example: When setting up the RAM group for the proposal, I want to add only users who are part of the proposal's workflow.
Guest 7 months ago in BOE Pro 0 Future consideration

Expand Allow Estimate Level to RAM Group

Description: Allow the Estimate level setting for the RAM group. The ability to force people within a RAM group to either enter the BOE at the Task or PBS level. Use Case/Example: The Engineering users must enter the BOE at the Task level, while t...
Guest 7 months ago in BOE Pro 0 Future consideration

Group Pivot Grid Data

It would make it very convenient to be able to group multiple data selections under one renamed header. For example, if the algorithm contains several direct cost elements, it would be nice to add those in a pivot grid, then merge them into one re...
Nikolai Slepushkin over 3 years ago in ProPricer 9 0 Future consideration

Curve Unit Price to Proposal Quantity

Ability to curve the Material Unit price up or down to the Proposed Quantity. For example PO history is for a specific quantity vs Quotes where you may have range pricing. It would be great if the software curved the unit price.
Nikolai Slepushkin over 3 years ago in ProPricer 9 0 Planned

Spread Curves: Display the Curve like in CE

Description: display a graph of the spread curve like CE Use Case/Example: The author of the BOE will need to understand the spread curve sections especially for custom curves.
Guest about 1 year ago in BOE Pro 0 Planned

Data view in BOE Pro

Description: Add Data view functionality in BOE Pro Use Case/Example: BOE authors need the ability to make changes at a higher level.
Kenny Louden 7 months ago in BOE Pro 0 Future consideration

Update from template with options

Description: Update from a template with options. Use Case/Example: When updating from the template, I may not want to update BOE sections (or other items like workflow).
Kenny Louden 7 months ago in BOE Pro 0 Future consideration