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Document Tags

The ability to tag anything within the document to a predefined set of tags for quick find. Also, the ability to sort documents by the tags.
Aaron Hale almost 2 years ago in Cost Volume Pro 0 Planned

The ability to enable and disable auto calculations at the proposal properties/template level.

The ability to enable and disable auto calculations at the proposal properties/template level.
Aaron Hale almost 2 years ago in BOE Pro 0 Planned

Option to prevent assigning the same user to multiple workflow steps

Use case: User should not be able to be the writer and review at the same time.
Aaron Hale about 2 years ago in BOE Pro 0 Planned

The Ability to assign people within the RAM Group to specific workflow roles.

The Ability to assign people within the RAM Group to specific workflow roles.
Aaron Hale about 2 years ago in BOE Pro 0 Planned

Ability to create versioning prior to the final step in workflow

Ability to manually create BOE versions prior to the final step in workflow. Ability to control versioning after hitting + at any point but have it automatically create one at the end and be able to revert back to a prior BOE version as well. Abil...
Guest about 1 year ago in BOE Pro 0 Planned

Import/Export Access Tags

No description provided
Guest about 3 years ago in ProPricer 9 0 Planned

Multi-Currency Support for Cash-Flow Sheets

The ability to report the cash flow in any currency.
Aaron Hale about 2 years ago in Cash Flow Pro 0 Planned

Subtasks for Workflow

Add subtasks in the workflow like a WBS. The goal would be able to describe the tasks need to complete that step of the workflow.
Aaron Hale about 2 years ago in BOE Pro 0 Planned

Sync Access Tags from ProPricer

The ability to sync the already defined Access Tags from ProPricer or authorization server into BOE Pro
Aaron Hale about 2 years ago in BOE Pro 0 Planned

Workflow Status "Open" to Allow Edits

Please allow edits when the workflow status is in it's initial "Open" status. When a user creates a new task in a proposal with workflow enabled, the initial status is set to "open". In this "open" status, one cannot enter any resources, change th...
Jake Jenkins about 2 years ago in ProPricer 9 0 Planned