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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

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 9 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 9 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 9 months ago in BOE Pro 0 Future consideration

Pagination for the Connect for Web

Pagination for the will return a set number of items per page when retrieving the proposal list. The purposes are to be able to retrieve large data sets faster. The primary data set is the proposal list.
Aaron Hale 9 months ago in Connect for Web API 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 5 months ago in Connect for Web API 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 5 months ago in Cost Volume Pro 0 Planned

Office Color Pallet, for highlighter

Description: Add the office color pallet as the default for the highlighter Use Case/Example: Office is the standard for text editing and the majority of users are familiar with the highlighter from office.
Aaron Hale 5 months ago in Cost Volume Pro 0 Planned

Ability to Save and restore Column Selections

I'd like to be able to define a list of columns that I want to see for a given screen (Proposal Inputs, Libraries like Resource Sets, and Materials) and save that selection with a name to choose from a defined list by Admins or User created. Furth...
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Future consideration

Flex Shift Materials

Please add the ability for Flex Shift to adjust the dates of the Materials on the Material tab of the Task without changes the rest of the Task.
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Future consideration