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Preview Reports

Description: Add the ability to preview ProPricer Reports in the Section Properties. Use Case/Example: A user is creating a CVP and wants to verify the output of a report before finalizing it. They click the "Preview" button in the section propert...
Kenny Louden 6 months ago in Cost Volume Pro 0 Planned

Reset Workflow On What-If

Description: Reset the workflow of any affected BOEs on the proposal when a What-If is run. Notify workflow assignees on affected BOE's Use Case/Example: When BOEs are on the proposal, running a What-If on the proposal can change BOE estimates. Th...
Guest 6 months ago in BOE Pro 0 Future consideration

Archive and Restore for Proposal Templates

Description: Currently, we only support copying proposal templates. Introducing the ability to archive and restore templates would be a valuable enhancement—especially in scenarios where the "Update from Template" feature is used with imported pro...
Guest 3 months ago in BOE Pro 0 Future consideration

Bulk copy from proposal

Description: The idea is to allow users to copy all or selected parts of data from another proposal. In many cases, copying the entire proposal and then removing unnecessary parts might be sufficient. However, there may be use cases where users ne...
Guest 3 months ago in BOE Pro 0 Future consideration

Unlock Proposal in Multiple Places

Add the ability to unlock the proposal to the breadcrumb and the proposal hover menu.
Guest about 1 year ago in BOE Pro 0 Planned

Sanitize proposal prior to sending to EBS

Create menu of options to delete/scramble names, bidders, BOE, etc etc etc. Often times a request for a .zip by EBS is for only one issue, and a lot of the data can be stripped out.
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Planned

Curve Unit Price to Proposal Quantity

Ability to curve the Material Unit price up or down to the Proposed Quantity. For example PO history is for a specific quantity vs Quotes where you may have range pricing. It would be great if the software curved the unit price.
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Planned

Pivot Table Fields - Add % of Cost Elements Options

Pivot Table Fields - Add % of Cost Elements Options, for example % Gross Profit and % NET Profit.
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Planned

User view of entire summary (custom) field mapping

The ability for users to view entire summary (custom) field mapping within BOE Pro to eliminate having to reference any outside sources or CE for the full mapping. Include a time stamp of when the mapping was last imported to allow pricing leads t...
Brianna Troiano 3 months ago in BOE Pro 0 Future consideration

Summary (Custom) Field Mappings function like CE when creating/editing tasks

When summary field mappings are imported from CE to BOE Pro (via the "Import CE Estimates" or "Add Proposal from CE" features) and new tasks are created, the structure field drop downs (i.e BOE ID, CLIN, Option, WBS, etc) should function the same ...
Brianna Troiano 3 months ago in BOE Pro 0 Future consideration