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Custom User Fields

The ability to assign custom fields to a user will appear in the Users and Matrix windows for sorting.
Aaron Hale over 1 year ago in Authorization Server 0 Planned

Line numbers.

Line numbers.
Aaron Hale about 1 year ago in Cost Volume Pro 0 Planned

AI Smart Mapping

Have AI read the document and add the tags for the right data from ProPricer.
Aaron Hale about 1 year ago in Cost Volume Pro 0 Planned

Define and name multilevel subfolders

Define and name multilevel subfolders, Subfolders should include the structure section as a top-level folders by default and have the ability to create and name the folder structure
Aaron Hale about 1 year ago in Cost Volume Pro 0 Planned

Page Brake tags

The ability to tag the document where I want to enter a page break
Aaron Hale about 1 year ago in Cost Volume Pro 0 Planned

Document Process Options

The ability to process specific parts of the document when clicking the process button.
Aaron Hale about 1 year ago in Cost Volume Pro 0 Planned

Recommend the BOE resets back to the start when a new BOE version is created

BOE View: When creating a revision of a BOE, once a BOE has been approved, the new BOE doesn't default to the first step in the workflow process. I recommend the BOE resets to the start when a new BOE version is created. In the screenshot, the 2-(...
Guest about 1 year ago in BOE Pro 0 Planned

Date entry like CE

Entering dates in the proposal properties screen (Start Date, End Date, Due Date) requires many clicks especially when changing the month and year. Recommend date entry like CE.
Guest about 1 year ago in BOE Pro 0 Planned

BOE Detail report should not generate when there are direct estimates not assigned to a formula.

Reports: BOE Detail report generates when there are direct estimates not assigned to a formula. The estimate not assigned to a calculation is excluded from the BOE. Recommend the BOEs not generating if there is this kind of error.
Guest about 1 year ago in BOE Pro 0 Planned

Align the title and the contents within a column

The alignment of the title and the contents within a column don't align. For example, the BOE ID and BOE Version titles are left aligned, but the data is right aligned. Being out of alignment can make it harder to review the data.
Guest about 1 year ago in BOE Pro 1 Future consideration