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Partial Bulk Edit from file

Feature Request: Partial Bulk Edit from File Summary: Enable users to perform partial bulk edits on proposals and tasks by selecting which columns/fields from an imported file should be updated, while leaving all other fields unchanged. This allow...
Guest 9 months ago in BOE Pro 0 Future consideration

Make BOEs visible to all

Feature Request: BOE Read-Only Visibility for All Users Summary: Allow organizations to configure proposals so that all Basis of Estimate (BOE) records associated with a proposal are visible as read-only to all users, regardless of RAM assignment....
Guest 9 months ago in BOE Pro 0 Future consideration

Convert Costpoint Integration to Use ODBC Connection on Backend

Description: Establish a direct ODBC connection from ProPricer to Costpoint to replace the current web-services integration. This will expand the available data entities and volume we can import, reduce latency, and improve reliability. Use case /...
Estevan Mercado 3 months ago in Integration Pro 0 Planned

Enable ODBC on Export Process

Description: Enable ProPricer Integration Pro to export data to external databases via ODBC, providing full parity with existing export capabilities. Use Case/Example: A pricing analyst needs to export Proposal Properties and other datasets from P...
Estevan Mercado 3 months ago in Integration Pro 0 Planned

View Only access for Auth Server Pro

Description: The user should be able to see the users. Use Case/Example: The user should be able to see the users.
Kenny Louden about 1 year ago in Authorization Server 0 Future consideration

Direct Rate Override Copy Function includes rates and escalation sets

Description: We had a proposal that used our standard labor category setup that the client requested we modify in a subsequent revision to include key staff (individual names) designations and project role category descriptions. The base rates and...
Cory Miller 3 months ago in ProPricer 9 0 Planned

Archive and Restore for Proposal Templates

Feature Request: Archive and Restore for Proposal Templates Summary: Introduce the ability to archive and restore proposal templates, enabling teams to manage template lifecycles more flexibly across one or multiple BOE Pro instances. This capabil...
Guest 10 months ago in BOE Pro 0 Future consideration

Proposal Breakdown Structure Bar - reduce white space

Feature Request: Proposal Breakdown Structure Bar – Reduced Indentation White Space Summary: Improve the proposal breakdown structure (PBS) toolbar so that nested folder levels do not create excessive indentation and vertical white space, allowing...
Guest 7 months ago in BOE Pro 0 Future consideration

Default Views for the Pivot Grid like CE has for default pivot items

*** Please reassign this ticket to Heather Neiger as Sam is retiring*** Standard Data views: * Hours/Units/Costs By PBS, Task and Resource* BOE Names BY RAM* Formulas by PBS, Task and Resource* Etc.
Guest over 1 year ago in BOE Pro 0 Planned

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 over 3 years ago in ProPricer 9 0 Future consideration