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Expand Escalation Timescale Options in Rate Builder

Summary: Enable Services (Rate Builder) type proposals to support escalation across multiple timescales, including Daily, Monthly, Quarterly, Annually, and Phase. This would give users the flexibility to match escalation settings to real-world sub...
24 days ago in ProPricer 9 0 Planned

Toggle Between Direct and Fully Burdened Rates in Rate Selection Window of Staffing View

Summary: Enable users to toggle between Direct Rate and Fully Burdened Rate within the Rate Selection window in Staffing view. This would allow users to evaluate and compare labor rates based on either base cost or total cost, making sorting, filt...
24 days ago in ProPricer 9 0 Planned

Restrict the roles that can be assigned to Workflow Steps.

Feature Request: Restrict Assignable Roles in Workflow Steps Summary: Enable administrators to control which roles can be assigned to workflow steps, so restricted roles such as admin cannot be selected where they are not appropriate. This would h...
about 2 months ago in BOE Pro 0 Future consideration

Batch Reports Default to CE Settings

Feature Request: Batch Reports Default to CE Settings Summary: Add an option that automatically applies CE settings each time a batch report is run. This would ensure users do not need to manually select or reconfigure CE settings for every report...
3 months ago in Cost Volume Pro 0 Planned

Default Auto-Fill for Blank Resource Fields on Import

Feature Request: Default Auto-Fill for Blank Resource Fields on Import Summary: Enable the import process to automatically populate blank Resource fields with a predefined default value. This ensures imported records remain complete and consistent...
about 2 months ago in BOE Pro 0 Planned

Ability to create batch including Comparison reports

Description: Government Contracting TINA sweeps require multiple reports to compare original cost proposal inputs with updated proposal data. ProPricer currently does not allow comparison reports—such as the Comparison Detail Cost Breakdown—to be ...
4 months ago in ProPricer 9 0 Future consideration

Hierarchical Access for Assigned Document Sections

Feature Request: Hierarchical Access for Assigned Document Sections Summary: Enable users assigned to a higher-level section of a document structure to automatically view and edit all child elements within that section. This would ensure that assi...
2 months ago in Cost Volume Pro 0 Planned

Smart Sections nesting list

Feature Request: Smart Sections Nested Dropdowns Summary: Enable Smart Sections within BOE Pro sections to support multiple levels of nested dropdowns. This would allow users to organize section content in a more structured and streamlined way, ma...
2 months ago in BOE Pro 0 Future consideration

Configurable Customer Statuses and Proposal Visibility

Feature Request: Configurable Customer Statuses and Proposal Visibility Summary: Enable users to create and manage customer-specific statuses and configure the system to hide proposals from list views when they match selected statuses. This gives ...
4 months ago in BOE Pro 0 Future consideration

Exclude admin-only roles from the available-role list for workflow step assignment

Feature Request: Exclude Admin-Only Role from Workflow Step Assignment Summary: Prevent admin-only role from appearing in the available-role dropdown when assigning roles to workflow steps. This ensures users can only select appropriate roles for ...
3 months ago in BOE Pro 0 Future consideration