Description: Filtering for the Section View Use Case/Example: Users working with extensive CVPs need an efficient way to locate specific sections based on their name or type. This feature allows users to streamline their workflow by applying filte...
Description: Add the ability to preview ProPricer Reports in the Section Properties. Use Case/Example: A user is creating a CVP and wants to verify the output of a report before finalizing it. They click the "Preview" button in the section propert...
Description: The ability to provide a pivot of costs that is linked to sections of the document. Use Case/Example: User needs to be able to create a table of cost linked to specification of the document.
Description: Reset the workflow of any affected BOEs on the proposal when a What-If is run. Notify workflow assignees on affected BOE's Use Case/Example: When BOEs are on the proposal, running a What-If on the proposal can change BOE estimates. Th...
Guest
5 months ago
in BOE Pro
0
Future consideration
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...
External system integration - Able to define which fields are needed for query
Description: When creating a new ESI configuration, it would be beneficial to be able to select which fields are needed for the query (lookup) without impacting the output that gets produced. Use Case/Example: If the source that is being used for ...
Kenny Louden
3 months ago
in BOE Pro
0
Future consideration
Description: Need the ability to have all emails related to a project saved to the project and the ability to email from a project. Use Case/Example: Most communication about a project happens via Outlook. The problem is that the documentation exi...
Aaron Hale
3 months ago
in Management Pro
0
Future consideration
* Auto Timeout: Automatically logs out users after a predefined period of inactivity. The duration should be adjustable by system administrators.* Customizable Timeout Settings: Administrators should be able to set and modify the timeout duration ...
Kenny Louden
about 1 year ago
in BOE Pro
1
Planned
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...
0
Planned
