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Time-phased BOE reports

Time-phased BOE reports
Guest over 1 year ago in BOE Pro 2 Planned

Proposal Owner/Manager Notification Settings

Description: Add the ability for proposal Owners/Managers to be notified when key events happen within their proposal. For example, when an attachment is added to a BOE, notify the owner of the proposal in the proposal activity freed. The Proposal...
Guest 9 months ago in BOE Pro 0 Future consideration

Auto Timeout and Settings

* 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

Partial Bulk Edit from file

Description: The idea is to be able to select a set of columns to apply bulk edit command on a proposal, but not all of them. Use Case/Example: Imagine I have a bulk edit template of tasks, but I only want to update name and description, probably ...
Guest 3 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 almost 3 years ago in ProPricer 9 0 Future consideration

Traceability Report

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.
Guest 9 months ago in Cost Volume Pro 0 Planned

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 9 months ago in BOE Pro 0 Planned

Copy Section: with the option to copy all children or specific children

Description: Provide the ability to copy the section and some or all the child sections. Use Case/Example: The user may need similar sections and structures. Allowing the user to copy all or part of a section/structure will enhance efficient docum...
Kenny Louden 6 months ago in Cost Volume Pro 0 Planned

Update from Template

Description: Add the ability to update from template in Cost Volume Pro Use Case/Example: The user may be to update multiple documents at one time for structure and sections. Giving the ability to update from template means the user will be able t...
Kenny Louden 6 months ago in Cost Volume Pro 0 Planned

Rename "Print in Document" to be clearer about function.

Description: This feature updates the current "Print in Document" toggle in CVP to "Exclude from Document" for improved clarity. The new label better reflects the functionality of excluding specific sections or items from being printed or exported...
Kenny Louden 6 months ago in Cost Volume Pro 0 Planned