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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

LOCK or Protect PIVOT Layout

Once PIVOT layout format is created, can we add a feature to LOCK or Protect the layout so that by accident no one else can overwrite it?
Aaron Hale almost 3 years ago in ProPricer 9 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 over 2 years ago in BOE Pro 1 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

Add a save button to all popup windows

Description: Remove auto saving from Popup windows (like add estimates and Proposal Properties) and add a save button down at the bottom. Use Case/Example: When making edits to the proposal properties, I may decide I don't want to save the changes...
Guest 12 months ago in BOE Pro 0 Future consideration

Jump to BOE VIEW or Estimates View from Estimates List

Description: On the Estimates List provide an option to open the estimate in BOE View of the Estimates View Use Case/Example: A BOE user may be reviewing the estimates on the Estimates List and find an item that needs to be adjusted. The user need...
Guest 12 months ago in BOE Pro 0 Planned

Jump to filtered Estimate List from BOE List.

Description: Clicking on the any unassigned item in the Total Hours/Unites/Cost Summary Widget should Open the Estimates List filtered for estimate not assigned. Use Case/Example: As a BOE author, reviewer, or approver I need a quick way to see al...
Guest 12 months ago in BOE Pro 0 Planned

Archive and Restore for Proposal Templates

Description: Currently, we only support copying proposal templates. Introducing the ability to archive and restore templates would be a valuable enhancement—especially in scenarios where the "Update from Template" feature is used with imported pro...
Guest 6 months ago in BOE Pro 0 Future consideration

Smart Tracking Number

Description: The ability to include the offeror, solicitor, and date created in the proposal tracking number. Use Case/Example: When keeping track of a proposal and all its iterations in Multiple tools, the user needs to be able to configure the u...
Guest 12 months ago in Management Pro 0 Future consideration

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