All ideas

Feature Request: Refresh Default External Field Assignments on Proposal Summary: Ensure that when External Resource fields are added to a Proposal, their default values are correctly loaded and refreshed, even if the direct rate table is already a...

Feature Request: Team User Bulk Management Summary: Enable users to add and manage team members more efficiently through multi-select actions, user-level attributes, and a copy/paste-enabled grid for quick entry and updates. This feature should re...

Feature Request: Project Owner Filters and Multi-Select Summary: Enable users to filter the project owner user list and select multiple project owners within the same dialog experience used in BOE Pro. This feature should make it easier to find th...

Feature Request: Associated RAM users in BOE reporting Summary: Enable BOE Pro to send all workflow steps and associated assigned users to ProPricer CE as BOE fields, so organizations can include this information in reporting such as the Summary E...

Feature Request: Map BOE Sections When Copying BOE Description: When users copy a Basis of Estimate (BOE) to create a new proposal, the new proposal may have a different set of BOE sections or section names compared to the original. This feature w...

Feature Request: Sync Custom Resource Names from Contractor Edition Direct Rate Overrides Summary: Ensure that when proposals are synced from Contractor Edition (CE) to BOE Pro, any custom resource names defined in CE direct rate overrides are als...

Feature Request: Export Product Roles to Excel Summary: Enable users to export all role assignments for each product/workspace to an Excel file so that access configurations can be easily reviewed, shared, and reported on outside the system. Probl...

Feature Request: Retain Report Settings When Archiving Between Instances Summary: Enable users to archive a cost volume from one instance (e.g., development) and restore it into another instance (e.g., production) while preserving all associated r...

Feature Request: Authorization Server Activity Feed and Audit API Summary: Provide an activity feed within the authorization server that records key user and access events (logins, logouts, failed logins, user creation, role assignments/changes, a...

Feature Request: Flexible Access Tag Requirements for Proposal Submission Summary: Allow users to submit proposals to CE as long as they have at least one of the required access tags assigned to any item within the proposal, rather than requiring ...