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Feature Request: Add Remaining to the Audit Report and Warn on Submit to CE

Summary: Users want to ensure that all values in a BOE are fully allocated before submitting to CE. To support this, we should add a "Remaining" column to the Audit report that shows unallocated values, and trigger a warning during the Submit to C...
Guest about 1 month ago in BOE Pro 0 Future consideration

Edit BOE Name and Description in Library

Description: Edit BOE Name and Description in the Library. Use Case/Example: The name and description are good places for identifying information about the BOE. That information can be different then the name of the BOE in the proposal.
Guest about 1 month ago in BOE Pro 0 Future consideration

Row View for the detailed inputs

Description: The ability to list month values on rows instead of columns Use Case/Example: When copying and pasting from Excel, month values are usually listed in rows. We need the ability to copy past years row by row on the BOE and Estimates view.
Guest about 1 month ago in BOE Pro 0 Future consideration

Only Submit Finalized BOEs

Description: Add a toggle when submitting to CE to only submit finalized BOEs. Use Case/Example: I don't want draft finalized BOEs in my CE proposal.
Guest about 1 month ago in BOE Pro 0 Future consideration

Default Value for Custom Tasks Fields

Description: Allow the custom task fields to have a default value setting. Use Case/Example: There is a custom task field that should always have the same value. Currently, the user must select the same value each time a task is created.
Kenny Louden 2 months ago in BOE Pro 0 Future consideration

The ability to change the Report Destination in the Section View.

Description: The ability to change if the report is appended, embedded or external in the Section View.Use Case/Example: The ability to change if the report is appended, embedded or external in the Section View.
Kenny Louden about 2 months ago in Cost Volume Pro 0 Future consideration

Tooltips for the document types

Description: Tooltips for the document types Use Case/Example: There are a lot of types of handling for documents, Append, Embedded, ETC and the user may not know what each option does. Add a tooltip to each one with a brief description of what ea...
Kenny Louden about 2 months ago in Cost Volume Pro 0 Future consideration

Archive and Restore for Proposal Templates

Description: Currently, we only support copying proposal templates. Introducing the ability to archive and restore templates would be a valuable enhancement—especially in scenarios where the "Update from Template" feature is used with imported pro...
Guest 29 days ago in BOE Pro 0 Future consideration

Bulk copy from proposal

Description: The idea is to allow users to copy all or selected parts of data from another proposal. In many cases, copying the entire proposal and then removing unnecessary parts might be sufficient. However, there may be use cases where users ne...
Guest 29 days ago in BOE Pro 0 Future consideration

Auto Name Formula

Description: Allow BOE Pro to pick a few words before or after a formula and add them as the formula's name. Use Case/Example: When there are a lot of formulas on the BOE text, it is hard to track which formula ties to a specific estimate.
Guest about 2 months ago in BOE Pro 0 Future consideration