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Combined Bulk Import File

Description: Entering estimates is complicated. Adding the capability to upload helps get there, but an Estimator would need to upload estimate data 3 times (I think; check this). Once for Task, once for Resource estimates, and once for Resource I...
Guest 4 months ago in BOE Pro 0 Future consideration

RAM suggestions: "Show workflow steps" the default view

Description: Why is the "Show workflow steps" view not the default? I don't understand the purpose of the view without the workflow steps, and it just creates an extra mouse click whenever I come to the RAM. I personally think the Show workflow st...
Guest 4 months ago in BOE Pro 0 Planned

Activity feed is hard to follow. Requires users to read every single word to know what the activity was. See attachment for suggested mockup

Description: Use Case/Example:
Guest 4 months ago in BOE Pro 0 Planned

Add Attachments to BOE List.

Description: Would it be possible to add a column to the “BOE List” view in BOE Pro that would show the number of attachments for each BOE? Use Case/Example: The concern is that if an author adds an attachment in a BOE, how would reviewers and app...
Guest 7 months ago in BOE Pro 0 Planned

Add a save button to all popup windows

Description: Remove auto saving from Popup windows (like add estimates and Proposal Properties) and add a save button down at the bottom. Use Case/Example: When making edits to the proposal properties, I may decide I don't want to save the changes...
Guest 7 months ago in BOE Pro 0 Future consideration

Jump to BOE VIEW or Estimates View from Estimates List

Description: On the Estimates List provide an option to open the estimate in BOE View of the Estimates View Use Case/Example: A BOE user may be reviewing the estimates on the Estimates List and find an item that needs to be adjusted. The user need...
Guest 7 months ago in BOE Pro 0 Planned

Jump to filtered Estimate List from BOE List.

Description: Clicking on the any unassigned item in the Total Hours/Unites/Cost Summary Widget should Open the Estimates List filtered for estimate not assigned. Use Case/Example: As a BOE author, reviewer, or approver I need a quick way to see al...
Guest 7 months ago in BOE Pro 0 Planned

BOE Check List, Workflow and BOE Section

Description: This BOE Pro feature adds a required customizable checklist as a BOE Section to track key proposal steps. The checklist must be fully completed before advancing, ensuring no critical tasks are missed. The enhanced BOE Section streamli...
Guest 7 months ago in BOE Pro 0 Planned

Add a Banner Message like in CE

Need to be able to identify the different database setup.
Guest about 1 year ago in BOE Pro 0 Planned

Make Override for Material Escalation

Please add the ability to convert all material escalation on a proposal to an override so they will not be updated when the Escalation Table is updated. Or, make the ability to stop the escalation rates from updating when the Escalation Table is u...
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Future consideration