ProPricer Ideas Portal
ADD A NEW IDEA

All ideas

Showing 101

Setting to suppress error messaging to users when login errors

Description: Currently, when there is a login error, the error is displayed to the user. Add a setting to show the user a generic login failed error instead. Use Case/Example:
Aaron Hale 3 months ago in BOE Pro 0 Shipped

When will the ability to submit proposals to a specific location in CE be introduced?

Please reassign this ticket to Heather Neiger as Sam is retiring Currently proposals submitted from BOE PRO only submits to the root location, meaning users then need to drag it to their desired folder.
Guest over 1 year ago in BOE Pro 0 Shipped

Add Proposals I own to the My Proposal list on the dashboard.

Description: Add all the proposals I own to the list of My Proposals on the dashboard Use Case/Example:
Guest 6 months ago in BOE Pro 0 Shipped

Include Access Tags from the user when creating from a proposal template

Description: Include Access Tags from the user when creating from a proposal template. Use Case/Example: Right now, the users Access Tags are not added to the proposal when creating from a template. Only the template access tags are added to the p...
Guest 6 months ago in BOE Pro 0 Shipped

Auto-number for Resource ID.

Description: Add the ability to have a numeric value instead of all the resource fields when importing from CE. The user would need to ability to select which fields are used to make the Resource ID with a numeric value to make it unique. Use Case...
Guest 10 months ago in BOE Pro 0 Shipped

Required Indirect Pool

Description: The ability makes the indirect pool required when inputting a resource. Make it configurable in the proposal properties/template properties. Use Case/Example: Users must select the Indirect Pool on specific proposals to apply the corr...
Guest 10 months ago in BOE Pro 0 Shipped

Option to force RAM assignment to first step on PBS creation.

Description: Currently, when a user creates a PBS, they are automatically assigned to all workflow steps for which they appear in the workflow. An option is needed to create a new PBS to force the creator to be assigned only to the first step. Use...
Guest 7 months ago in BOE Pro 0 Shipped

Withholding Calculation Base Updates

Enhance the withholding feature in Cash Flow Pro to base calculations on billing type formula elements. This update ensures precise withholding deductions and re-additions, improving financial accuracy and user transparency.
Guest about 1 year ago in Cash Flow 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 over 1 year ago in BOE Pro 0 Shipped

Support for System Proposal User Fields

Description: Add the ability to Add/Edit/Delete the Proposal User field from the system. Make sure to have the ability to update proposal user field values. Use Case/Example: The ability to update the system fields and have the new values be avail...
Kenny Louden 8 months ago in Connect for Web API 0 Shipped