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Material Event Flows

Add a Tab Called events to the material Configuration in BOE Pro The user can select any external connection and set evert triggered criteria. For example, in the event a BOM is added to the proposal a new version of that BOM is created in the e...
Aaron Hale 30 days ago in BOE Pro 0 Planned

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 7 months ago in Authorization Server 2 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 3 months ago in BOE Pro 0 Planned

Download the documents from the document section.

Description: After uploading a document, the user may need to download it to make edits or send it via email. Use Case/Example: The user created a document from a template that already has document sections. One of the sections is out of date, and...
Guest 2 months ago in Cost Volume Pro 0 Planned

Set a default Curve or require the user to select a Curve when entering an estimate.

Description: The ability in CE to set a default Curve is needed in BOE Pro; the default curve can also be blank, requiring the use to select one. Use Case/Example:
Guest 9 months ago in BOE Pro 0 Planned

Global fields and CERs in BOE Pro

Description: Need a way to make Global Resource Fields required in BOE Pro but not required in Contractor Edition (CE). Alternatively, there are certain fields that need not be editable by the user, but they need to maintain their default values w...
Guest 5 months ago in BOE Pro 0 Planned

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 5 months ago in BOE Pro 0 Planned

Section List View in Document Structure

Description: The ability to see the list of sections in the same order as the section view on the section list view with indents
Kenny Louden 3 months ago in Cost Volume Pro 0 Planned

Copy and Bulk Copy BOEs across Tasks, PBS, and Proposals

Description: Enable users to copy a PBS or Task to a different Task or PBS, or perform bulk copy operations within and across proposals. This includes the ability to copy multiple PBS/Tasks or selected data from one location to another, as well as...
Guest 10 months ago in BOE Pro 0 Planned

User Roles Access for Authorization Server.

Description: Allow Role Based Access in Authorization Server Use Case/Example: Certain user will have access to add new users to Authorization Server but not add, update, or even see licenses.
Guest 4 months ago in Authorization Server 0 Planned