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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 over 1 year ago in BOE Pro 0 Planned

ProPricer data in the default text setting level

ProPricer data in the default text section level. The ability to set ProPRcier data in the document templates.
Aaron Hale over 1 year ago in Cost Volume Pro 0 Planned

Remove the Calculation when the Formula is removed.

Description: When a user manual removes a formula from the BOE section, delete it from the Calculation Tab. If the calculation already has Resources assigned, provide a popup asking the user if they want to delete the resource assignment. When the...
Aaron Hale 5 months ago in BOE Pro 0 Future consideration

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 about 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 about 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 about 3 years ago in ProPricer 9 0 Future consideration

Activity Feed for Authorization Server

Add an Activity Feed to Authorization Server to track key events, including user logins/logouts, failed login attempts, user additions/deletions, product access changes, and license modifications (added/removed/updated). All tracked activities sho...
Aaron Hale 11 months ago in Authorization Server 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

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 6 months ago in BOE Pro 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