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Button to Export to Excel from the ESI Preview.

Description: Not all estimators will know how to right-click to export results to Excel. Use Case/Example: Add a button at the bottom for export to Excel to make it easier to find estimators.
Kenny Louden about 2 months ago in BOE Pro 0 Future consideration

Add the ability to pre-pull actuals

Description: The proposal owner needs the ability to pre-pull the entire list of articles from a project and store them locally to the proposal in BOE Pro. Then when the estimator queries for data, they only receive results from those preloaded va...
Guest about 2 months ago in BOE Pro 0 Future consideration

Lockable Product Libraries

Description: Add permissions to lock a product library. Allowing a library to remain in materials but unable to change costing and bom data Use Case/Example: When associated costs or BOM structure changes for a product the previously quoted bom sh...
Guest about 1 month ago in ProPricer 9 0 Future consideration

Limit access to PP Imp/Exp tool in 9.5

Description: Now that PP Imp/Exp is no longer an add-on in excel. We need functionality to treat it like other import / export functions. Use Case/Example: We have a API that controls data imports, users should not be utilizing the pp imp/exp tool...
Guest about 1 month ago in ProPricer 9 0 Future consideration

Modifiable Field(s) in Proposal List Screen

Please allow edits to Proposal User Fields directly within the Proposal List Screen. Currently, when double-clicking "proposal" in the navigation pane, it pulls up a full list of proposals. Within that field are many of the proposal properties men...
Jake Jenkins about 1 month ago in ProPricer 9 0 Future consideration

Option to Ignore Margines on added documents

Description: Use Case/Example:
Guest 2 months ago in BOE Pro 0 Future consideration

Edit travel rate by travel element

Description: The ability to limit and edit the travel rate by the travel element. Use Case/Example: The user needs to edit the airfare travel rate, but they should not be able to edit the peridium rate.
Guest 2 months ago in BOE Pro 0 Future consideration

More Columns for the Cost Volumes Screen

Description: Add more columns for the Cost Volume Screen. At least, Created by, Created Date, and Last modified,
Kenny Louden 2 months ago in Cost Volume 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 4 months ago in BOE Pro 0 Future consideration

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 3 months ago in BOE Pro 0 Future consideration