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Add functionality to make all BOE sections required at one time vs making each section required.

Proposal Properties: Add functionality (maybe a button) to make all BOE sections required at one time vs making each section required one at a time
Guest 12 months ago in BOE Pro 0 Planned

Add support for updating Unit of Measure (UM) field via API

Description: Currently, the API does not support updating the Unit of Measure (UM) field for cost sources. Our team requires this functionality to ensure data consistency and accuracy in our quotes and proposals. We kindly request that this featur...
Guest 4 months ago in Connect for Web API 0 Planned

BOE Reports: BOE's with Unassigned Estimates should not Print on Reports

BOE Reports: A BOE that has an error is able to be printed; however, the errored resources don't print in the BOE. Recommend that the BOE isn't able to be printed if there are errors. See attached example: Picture 2 shows BOE view error Picture 3 ...
Guest about 1 year ago in BOE Pro 0 Future consideration

BOE View: Calculation Header Signaling

* Please reassign this ticket to Heather Neiger as Sam is retiring* If estimates are changed outside of the BOE and the original estimates are derived from a formula, BOE Pro captures the difference in a delta column. It would be nice if the Calcu...
Guest about 1 year ago in BOE Pro 0 Planned

Permissions Expansion

*** Please reassign this ticket to Heather Neiger, as Sam is retiring*** Add the ability to control what functionality is available and visible to the estimators within the BOE View. For example, I could turn off the ERs, ER results, and CER tabs ...
Guest about 1 year ago in BOE Pro 0 Planned

Preview button on commands doing changes on proposal

Description: Since we do not support Undo command, I think we should think which commands can benefit the most from having a Preview button like Bulk Import and Create From BOE Library. The idea is to let the user know what the result of the execu...
Guest 8 months ago in BOE Pro 0 Future consideration

Bulk Import multiple entity types from a single file

Description: Now that we support a named Sheet in the Excel Bulk template, that makes it suitable to have just one file with multiple sheets for each entity and process a bulk import on multiple types - pbses, tasks, resource, resource estimates e...
Guest 8 months ago in BOE Pro 0 Future consideration

Create from BOE Library process improvements

Description: Currently the process is matching library data by name, but it would be better if the user is provided with a window similar to Audit page where he would be able to select by himself the matching. If a there is a matching item by name...
Guest 8 months ago in BOE Pro 0 Future consideration

Can BOE Naming template be moved to the Proposal settings on the BOE Section Tab

***Please reassign this ticket to Heather Neiger as Sam is retiring*** Every proposal will have a preference, controlling this Globally is nice for a default, but realistically should be at the proposal level.
Guest about 1 year ago in BOE Pro 0 Planned

Table of Files

Description: Add a new type of Table of Contents section type for a table of files. List all attached files in the document. Treat External Reports as files. Provide, the name of the document, the name of the section the Document is in, the docume...
Aaron Hale 4 months ago in Cost Volume Pro 0 Planned