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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

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

Maintain Formula Links when Replacing All

Description: Maintain Formula Links when Replacing All
Guest 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 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

Summary Field Mapping and Summary Field List Values Sync

Description: Summary Field Mapping and Summary Field List Values Sync Use Case/Example: The user needs to maintain a set of summaries of fields and their mapping in CE, and sync that mapping and the summary field list values from CE.
Guest 3 months ago in BOE Pro 0 Future consideration

Add Create Access Tag to the assign access tag screen

Description: Add "Create Access Tag" feature to the Assign Access Tag screen Use Case/Example: When assigning an access tag to a user or proposal, I realize I don't have the tag I need. I would like to be able to create the needed tag directly fro...
Aaron Hale about 1 month ago in BOE Pro 0 Future consideration

Option to print section from section view.

Description: Allow users to directly export/process individual sections from the Section View in BOE Pro. This enhancement provides a quick way to generate printouts for focused review without printing the entire document. Use Case: A user reviewi...
Guest 3 months ago in Cost Volume Pro 0 Future consideration

Export a functioning Material Ad Hoc Report with Formulas

We need this feature and have to recreate it in Excel which is time consuming and risky. It would be very beneficial to have a functioning export report like the CE version does but for Material.
Greg Heyman about 1 year ago in ProPricer 9 0 Future consideration