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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 7 months ago in BOE Pro 0 Planned

Add Subtotals to Multiple Selected Pivot Grid Data

Please add the ability for pivot grids to automatically calculate the subtotal of the selected data. For example. I would like to view the subtotal of several data elements by year. However, it only shows the subtotal of each data element across t...
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Planned

Option to Rename Report attached (External) files.

Description: An option like in CE when running a report to file to rename the output report file.
Aaron Hale 2 months ago in Cost Volume Pro 0 Future consideration

Audit report for unassigned estimates

Description: To have confidence in the submitted proposal, the proposal owner needs to be sure all calculations on the proposal have received the estimate assignment. Create a popup when submitting the proposal informing the user if there are any ...
Kenny Louden 5 months ago in BOE Pro 0 Future consideration

Word Functions in Editor

Description: Update the text editor to be more like Word Use Case/Example: The user needs to be able to resize tables and table rows.
Aaron Hale 3 months ago in Cost Volume Pro 0 Planned

Auto filter resources for formula type

Description: Calculations already have a cost type (Hours, Cost, Heads) Filter the resource list when assigned a resource to a calculation to resources that match the cost type for the calculation Use Case/Example:
Aaron Hale 3 months ago in BOE Pro 0 Planned

Unlock Proposal in Multiple Places

Add the ability to unlock the proposal to the breadcrumb and the proposal hover menu.
Guest 11 months ago in BOE Pro 0 Planned

Combined Bulk Import File

Description: Entering estimates is complicated. Adding the capability to upload helps get there, but an Estimator would need to upload estimate data 3 times (I think; check this). Once for Task, once for Resource estimates, and once for Resource I...
Guest 3 months ago in BOE Pro 0 Future consideration

RAM suggestions: "Show workflow steps" the default view

Description: Why is the "Show workflow steps" view not the default? I don't understand the purpose of the view without the workflow steps, and it just creates an extra mouse click whenever I come to the RAM. I personally think the Show workflow st...
Guest 3 months ago in BOE Pro 0 Planned

Activity feed is hard to follow. Requires users to read every single word to know what the activity was. See attachment for suggested mockup

Description: Use Case/Example:
Guest 3 months ago in BOE Pro 0 Planned