All ideas

Feature Request: Insert Pivot from ProPricer Data Description: Enable users to insert pivot tables directly from ProPricer data into product documentation or analysis views. This feature would streamline data integration and facilitate more dynami...

Feature Request: Styles for Bullet and Numbered Lists Description: Enhance the text editor to support customizable styles for bullet and numbered lists, allowing users to choose from various formatting options (e.g., different bullet shapes, numbe...

Feature Request: Location- and Folder-Based Access Tags Summary: Introduce access tags for locations and folders that control user visibility and editing rights. Users should only see and interact with locations and proposals for which they have t...

Feature Request: Prevent Duplicate Proposal Resource Fields Summary: Add validation to prevent users from creating proposal-level resource fields with the same name as existing global resource fields. This will ensure consistency between proposal ...

Feature Request: Persist PBS tree state and selection in BOE/Estimates views Summary: Enable the application to remember the expanded/collapsed state of the PBS tree, as well as the currently selected node and location, in both the BOE View and Es...

Description: The ability to manage user with active directory Use Case/Example: User for being added and removed daily from BOE Pro. Right now, the user has to be managed manually taking a lot of time. If user access could be managed via the activ...

Feature Request: Notify users of unassigned workflow roles when exiting RAM Summary: Notify users when they attempt to leave the Responsibility Assignment Matrix (RAM) while one or more workflow roles remain unassigned, so they can complete all re...

Description: We need the ability to lock down the BOE content but not lock down the workflow. Use Case/Example: Once the Author has complete the BOEs and Estimates they are unable to move the workflow when it is locked. We are needing the ability ...

Description: The ability to assign the workflow at the task level. The ability to assign review and approval steps for the workflow from the people assigned to the PBS when creating a task. Use Case/Example: The BOE Author will create a task for t...

Enhance the ProPricer Server Config Tool to allow client-side logging configuration through the recently added OpenTelemetry protocol integration, enabling customers to easily set up centralized logging for user clients. Currently, the tool only s...