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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 over 1 year ago in BOE Pro 0 Planned

Custom User Fields

The ability to assign custom fields to a user will appear in the Users and Matrix windows for sorting.
Aaron Hale almost 2 years ago in Authorization Server 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 about 3 years ago in ProPricer 9 0 Future consideration

Proposal-Specific Overrides for Multiple Indirect Pools

Please create the ability to update multiple indirect pools at one time for proposal-specific overrides. The functionality exists for global indirect pool updates, but often times, clients will have caps on specific indirect rates. As a result, we...
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

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 over 1 year ago in BOE Pro 0 Future consideration

Print Attached File Names in Bid Cost Worksheet

Enable BOE Pro to print the names of attached files in the Bid Cost Worksheet, similar to Contractor Edition (CE). This allows users to easily identify if files are attached to the BOE, enhancing visibility and documentation during bid preparation.
Guest 11 months 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 over 1 year ago in BOE Pro 0 Planned

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 11 months ago in BOE Pro 0 Planned