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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

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 7 months ago in BOE Pro 0 Future consideration

Add Rates for Connect for Office

No description provided
Guest almost 2 years ago in Connect for Office 0 Future consideration

Recommend quick add functionality allow to add multiple CERs at a time

CER View: The Quick Add functionality in the CER view allows a user to add tasks and WBS to the proposal which seems out of place. Recommend quick add functionality allow to add multiple CERs at a time
Guest about 1 year ago in BOE Pro 2 Planned

Header default to the title of the section instead of needing to re-enter it.

BOE Sections: Would be nice if the Header defaulted to the title of the BOE section instead of needing to re-enter it. For Task Description, the header would default to Task Description. (see screenshot) Proposal Properties: Each BOE section has a...
Guest about 1 year ago in BOE Pro 0 Planned

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 4 months ago in BOE Pro 0 Future consideration

Bulk copy in and to proposals

Description: The idea is to allow users to copy all or selected parts of data from another proposal or within the same proposal. In many cases, copying the entire proposal and then removing unnecessary parts might be sufficient. However, there may...
Guest 4 months ago in BOE Pro 0 Future consideration

Edit Resource: Resource ID Auto Refresh

When updating a resource in the estimates view, changing the cost center doesn't automatically update the resource ID. It only updates when the resource ID is manually refreshed. Can the resource ID be set to auto-refresh whenever any changes are ...
Guest about 1 year ago in BOE Pro 0 Future consideration

CER Bases and Factor on DCB

Please allow the CER Bases (derivatives) and Rate/Factors to display on the Detail Cost Breakdown. Currently, only the total CER cost is displayed without showing the base and factor/rate.
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Future consideration

Update Resource Field Values After Changes are Made in the Resource Library Table

After a resource with custom fields & values has been added to a proposal, updates made in the Resource Library to the value(s) for those custom resource fields are not being reflected in the proposal(s) where the resource exists. For example,...
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Planned