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Page Brake tags

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

Concurrent License Validation Alert

The concurrent license validation is required every 6 months. Could an enhancement be made to provide some sort of alert when the validation will be required within the next N days? This will allow for me to plan downtime with the users to validat...
Aaron Hale over 2 years ago in ProPricer 9 0 Planned

Add support for updating Unit of Measure (UM) field via API

Description: Currently, the API does not support updating the Unit of Measure (UM) field for cost sources. Our team requires this functionality to ensure data consistency and accuracy in our quotes and proposals. We kindly request that this featur...
Guest 8 months ago in Connect for Web API 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 over 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 over 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 over 1 year ago in BOE Pro 0 Planned

Hovering over areas will pop up the other possible choices

It has the same functionality as the proposal screen, where hovering over users will pop up the other possible choices within the administration family. (And possibly other areas as well) Proposed Functionality: Add quick access to all "Security" ...
Guest over 1 year ago in BOE Pro 0 Future consideration

Change log similar to CE

Add functionality similar to the change log in CE to see when estimates were changed in the system. This would include the name and time stamp of when a change would be made.
Guest over 1 year ago in BOE Pro 0 Planned

Option to customize Dashboard

Similar to the BOE View screen where the user has an option to customize what items are seen at the top of the page, adding that functionality to the Dashboard will help the users be able to expand the both the estimate and cost by year screens at...
Guest over 1 year ago in BOE Pro 0 Planned

Rate Modifiers Available in BOE Pro

If the proposal in CE uses rate modifiers, make these items available for the estimator in BOE Pro to select.
Aaron Hale almost 2 years ago in BOE Pro 0 Planned