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-(...
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.
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.
BOE PRO Terminology Considerations: One of the hurdles with BOE Pro is the terminology within the application, specifically terminology that conflicts with terminology regularly used outside of ProPricer. Below is a recommendation we thought of th...
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.
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...
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Planned
