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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 the background color of the Instructions pop-up within a BOE - it causes info to be overlooked

Change the background color of the Instructions pop-up within a BOE. The current view blends with the rest of the BOE and can easily be overlooked.
Guest about 1 year ago in BOE Pro 1 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

BOE Reports: Add workflow approval and finalized date plus the approvers name

BOE Reports: Add workflow approval and finalized date plus the approvers name in the work authorization section of the Bid Cost Worksheet? Show who approved the BOE and when, like a time stamp.
Guest about 1 year ago in BOE Pro 0 Planned

Pull in multiple files and folders at the same time

More options for attaching Documents. Pull in multiple files or a whole folder at the same time
Aaron Hale about 1 year ago in Cost Volume Pro 0 Planned

ProPricer data in the default text setting level

ProPricer data in the default text section level. The ability to set ProPRcier data in the document templates.
Aaron Hale about 1 year ago in Cost Volume Pro 0 Planned