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Unassigning All Access Tags

Feature Request: Unassign All for Access Tags Summary: Introduce an “Unassign All” action for access tags that removes the selected tag from all associated objects in a single operation. This allows temporary or obsolete access tags to be quickly ...
over 1 year ago in BOE Pro 0 Future consideration

Limit how many instances of companion products and PROPRICER CE users can open at one time

Feature Request: Concurrent License Session Limits for Companion Products and PROPRICER CE Summary: Introduce configurable controls that limit how many concurrent sessions a single user can open across companion products (BOE Pro, Cost Volume Pro)...
6 months ago in Authorization Server 1 Planned

Recycle Bin for Deleted Templates and Proposals

Feature Request: Soft Delete and Restore for BOE Pro Items Summary: Enable BOE Pro to use a soft-delete model for Proposals, Templates, Tasks, PBS items, Resources, and BOEs. Instead of permanently deleting items immediately, the system should hid...
8 months ago in BOE Pro 0 Planned

Work schedule Table added in Proposal Properties.

Feature Request: Work Schedule Table in BOE Template Properties Summary: Enable users to define and manage a Work Schedule table directly within BOE template properties so that rate modifiers configured in BOE can be seamlessly translated and pres...
12 months ago in BOE Pro 0 Planned

Enforce Unique Task Names with Auto Number

Feature Request: Enforce Unique Task Names with Auto Numbering Summary: Add a proposal-level and template-level setting to enforce unique task names, even when auto-numbering is enabled. When this setting is active, the system should use only the ...
9 months ago in BOE Pro 0 Future consideration

Page View

Feature Request: Paged Section Text Editing in Cost Volume Profit Summary: Enable users working in the Cost Volume Profit section view to read and edit long text in a paged format. This would break large sections of content into logical pages, mak...
6 months ago in Cost Volume Pro 0 Planned

Audit Error Indicator in BOE and Estimates Views

Feature Request: Audit Error Indicator in BOE and Estimates Views Summary: Introduce a visual audit error indicator (e.g., a red triage icon) in the BOE view and Estimates view to highlight which BOEs currently have audit errors. This allows users...
6 months ago in BOE Pro 0 Future consideration

Fillable Cost Volume Forms with Email Workflow (Epic)

Feature Request: Fillable Cost Volume Forms with Email Workflow Summary: Enable users to add one or more configurable “Form” sections to cost volumes and templates. Each form should support rich text instructions, structured input fields, and opti...
6 months ago in Cost Volume Pro 0 Planned

Better Processing Indicators for Cost Volumes.

Feature Request: Processing Indicators for Cost Volume Actions Summary: Introduce clear, real-time processing indicators for Cost Volumes (CVs) so users can see when a cost volume is actively being processed, especially when initiated from the cru...
6 months ago in Cost Volume Pro 0 Planned

Section-Level "Reset to Default" Action

Feature Request: Section-Level "Reset to Default" Action Summary: Introduce a section-level "Reset to default" action that replaces all current text in a section with its predefined default text. The action should be clearly labeled, require expli...
6 months ago in Cost Volume Pro 0 Planned