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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

Disconnect Users from Proposal

Oftentimes, we have to lock a proposal, but users may just leave the proposal open but not be actively using the proposal. As a result, the system will not allow us to lock while "active" users have the proposal open. Please add a button under the...
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Future consideration

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 11 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 11 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 11 months ago in BOE Pro 0 Future consideration

Auto filter resources for formula type

Description: Calculations already have a cost type (Hours, Cost, Heads) Filter the resource list when assigned a resource to a calculation to resources that match the cost type for the calculation Use Case/Example:
Aaron Hale 5 months ago in BOE Pro 0 Planned

Add Resource Code Mapping to Proposal Templates

Description Add the Resource Code Mapping Tab (and ability to Map the codes to resources) to Proposal Templates. Use Case I have the same mapping for all of my resources, and they only change once a year; I need to be able to create all my proposa...
Guest about 2 years ago in BOE Pro 1 Planned

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 11 months ago in Connect for Web API 0 Planned

Update Template for CER Base/Derivative Changes

Just like the Update Current Proposal offers the ability to update the CERs, it would be nice if there was the same option on the templates.
Guest almost 2 years ago in ProPricer 9 0 Future consideration