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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 9 months ago in BOE Pro 0 Planned

Ability to "Favorite" Proposals for Quick Access

Description: Add ability to "star" or "favorite" proposals for quick access from the dashboard and proposal list views. Use Case/Example: As the pool of proposals increases, this feature would enable one-click access to frequently used proposals t...
Guest 4 months ago in BOE Pro 0 Future consideration

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 9 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 9 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 9 months ago in BOE Pro 0 Planned

CTRL and Shift to multi-select on the Estimates View

Description: CTRL and Shift to multi-select on the Estimates View Use Case/Example: Most of the time, on the estimates view, I want to select only one PBS. To select a new PBS, I have to deselect the current one in order to select a new one. It wo...
Aaron Hale 4 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 9 months ago in BOE Pro 0 Planned

User Setting for quick adds

Remember the User Setting for Quick adds. For example, if a user pins a column and closes quick adds. The next time they open the quick adds remember the user settings.
Guest about 1 year ago in BOE Pro 0 Planned

Column Permissions for all non-required columns

Permission List for hiding all non-required columns. Example: The "Accounting Calendar" appears for the Estimators/Bidders? There is not need for them to have access to this column.
Guest about 1 year ago in BOE Pro 0 Future consideration

Moving Child Groups

Currently, if a child group needs to be moved under a different Parent group, the entire row must be deleted and it has to be rebuilt again under the new Parent group. It would be helpful if all of the existing fields did not have to be deleted. A...
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Future consideration