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Add a column with the proposal's Unique ID as it is a more reliable join key than proposal name/version.

Problem: Due to size of our ProPricer database, when exporting data out of ProPricer using Integration Pro, we only pull records for recently created or modified proposals. We then must merge these changes with the existing proposal records that w...
Guest 4 months ago in Integration Pro 0 Shipped

Task and Resource Creation

Please reassign this ticket to Heather Neiger as Sam is retiring Merge into 67 and check 47 Can't create a Task via BOE view, but can create a Resource. Need to have both capabilities. Can Estimators be able to enter a PBS?
Guest about 1 year ago in BOE Pro 0 Shipped

Can Additional Fields be Submitted to CE from BOE Pro

Limited BOE information is passed from BOE Pro to CE...can more information be sent to CE. Reporting in BOE PRO is very limited, which will result in most reporting occurring in CE. For example, BOE ID, BOE Status, Author, Approver, formula name, ...
Guest about 1 year ago in BOE Pro 1 Shipped

Remove the Quick Insert feature from the text area.

Remove the Quick Insert feature from the text area and add it as a menu button to prevent it from blocking text input in its current location.
Guest 12 months ago in BOE Pro 0 Shipped

Can users change the BOE/SOW link from Task to PBS when Workflow is enabled, and BOE's have been written?

Description: Allow the users to change the BOE level to Task/PBS on the proposal even when the workflow is enabled, and there are already BOEs.
Aaron Hale 4 months ago in BOE Pro 0 Shipped

Select Folder when submitting to ProPricer

When submitting to ProPricer allow the user to select the folder that the proposal will go to In CE.
Aaron Hale about 1 year ago in BOE Pro 0 Shipped

Option to Open Export to Excel files

When reports are exported to MS Excel, after the report completes users are given the option to open the file. Would like to see this same option available to open the file for the Export to Excel option on the External Data tab of the ribbon.
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Shipped

Estimate List order: The columns in the estimate list are out of order especially with the monthly spreads.

The columns in the estimate list are out of order, especially with the monthly spreads. May 2024 and June 2024 are captured twice, and the curve, Start Date, End Date, Duration, and Spread Amount all show up in the middle of the data set, too. Thi...
Guest about 1 year ago in BOE Pro 1 Shipped

Ability to set up RAM by Option, CLIN, WBS and any other user fields vs the RAM being singular.

Ability to set up RAM by Option, CLIN, WBS and any other user fields vs the RAM being singular. Both of these examples technically can be done in the the BOE view today, but that requires the estimator to manually set-up each scenario. If the RAM ...
Guest about 1 year ago in BOE Pro 0 Shipped

Permissions Expansion

*** Please reassign this ticket to Heather Neiger, as Sam is retiring*** Add the ability to control what functionality is available and visible to the estimators within the BOE View. For example, I could turn off the ERs, ER results, and CER tabs ...
Guest about 1 year ago in BOE Pro 0 Shipped