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Aaron Hale about 1 year ago in Cost Volume Pro 0 Planned

AI Smart Mapping

Have AI read the document and add the tags for the right data from ProPricer.
Aaron Hale about 1 year ago in Cost Volume Pro 0 Planned

Define and name multilevel subfolders

Define and name multilevel subfolders, Subfolders should include the structure section as a top-level folders by default and have the ability to create and name the folder structure
Aaron Hale about 1 year ago in Cost Volume Pro 0 Planned

Page Brake tags

The ability to tag the document where I want to enter a page break
Aaron Hale about 1 year ago in Cost Volume Pro 0 Planned

Document Process Options

The ability to process specific parts of the document when clicking the process button.
Aaron Hale about 1 year ago in Cost Volume Pro 0 Planned

Recommend the BOE resets back to the start when a new BOE version is created

BOE View: When creating a revision of a BOE, once a BOE has been approved, the new BOE doesn't default to the first step in the workflow process. I recommend the BOE resets to the start when a new BOE version is created. In the screenshot, the 2-(...
Guest about 1 year ago in BOE Pro 0 Planned

Date entry like CE

Entering dates in the proposal properties screen (Start Date, End Date, Due Date) requires many clicks especially when changing the month and year. Recommend date entry like CE.
Guest about 1 year ago in BOE Pro 0 Planned

BOE Detail report should not generate when there are direct estimates not assigned to a formula.

Reports: BOE Detail report generates when there are direct estimates not assigned to a formula. The estimate not assigned to a calculation is excluded from the BOE. Recommend the BOEs not generating if there is this kind of error.
Guest about 1 year ago in BOE Pro 0 Planned

Change log similar to CE

Add functionality similar to the change log in CE to see when estimates were changed in the system. This would include the name and time stamp of when a change would be made.
Guest about 1 year ago in BOE Pro 0 Planned

Option to customize Dashboard

Similar to the BOE View screen where the user has an option to customize what items are seen at the top of the page, adding that functionality to the Dashboard will help the users be able to expand the both the estimate and cost by year screens at...
Guest about 1 year ago in BOE Pro 0 Planned