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Do not allow the creation custom resource fields if that field already exists as a global.

Description: Validate the creation of proposal level resource fields against the global Resource field list. Proposal level resource fields cannot have the same name as a global field. Use Case/Example:
Aaron Hale 21 days ago in BOE Pro 0 Planned

Allow to save BOEs to the Library when the Proposal does not have workflow

Description: When a proposal does not use workflow, there is currently no way to save those BOEs to the Library. Use Case/Example: Often, small proposals will not have workflow steps, but those BOEs are useful for the library.
Aaron Hale 5 months ago in BOE Pro 0 Future consideration

Move Access Tags and roles for all products to Authorization Server.

Description: Current there is overlap between products on the use of Access Tags. Move all access tag management to Authorization Sever so access tag can be managed in one place. Use Case/Example: Currently a user my access several different produ...
Guest 5 months ago in Authorization Server 2 Planned

Unassigning All Access Tags

Description: Access Tags can be temporary. Currently, if they are used, they cannot be deleted. Add an option to Unassing All to the access tag. Clicking the unassign all will remove the access tag from all assigned places. Use Case/Example: An ac...
Guest 5 months ago in BOE Pro 0 Future consideration

Access Tags for Locations/Folders (folder rights) Edit folders/location option

Description: The ability to assign access tags to locations. The user cannot see the area to select if they do not have the access tag for that location, and they cannot see the proposal saved in that location even if they have access otherwise. T...
Guest 3 months ago in BOE Pro 0 Planned

Notify User when Leaving the RAM, if any workflow role remains unassigned.

Description: Notify the user when they try to leave the RAM without assigning all the users to the workflow steps. Use Case/Example: It's easy to forget to go to the user workflow assignment after adding the RAM groups.
Guest about 2 months ago in BOE Pro 0 Planned

Maintain Formula Links when Replacing All

Description: Maintain Formula Links when Replacing All
Guest about 2 months ago in BOE Pro 0 Future consideration

Task Totals on the Estimates View

Description: The ability to see the total for each task on a WSB.
Guest about 2 months ago in BOE Pro 0 Future consideration

Use Current Table Setting, Indicate the Current Table in List, and warn when not using current on submit

Description: The ability to set the current table in the template and have the created proposal automatically select the current table when created. And the ability to see the current table when selecting tables in the proposal properties. And wan...
Guest 5 months ago in BOE Pro 0 Future consideration

Notifications for people removed from the workflow

Description: If a user is removed from access to a proposal, remove them from the workflow. Email the proposal owners PBS Owners (When Multilevel RAM) that the user was removed. Include the PBS's the user was removed from and the workflow steps th...
Guest 5 months ago in BOE Pro 0 Future consideration