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Allow to save BOEs to the Library when the Proposal does not have workflow

Description: When a proposal does not use workflow, there is currently no way to save those BOEs to the Library. Use Case/Example: Often, small proposals will not have workflow steps, but those BOEs are useful for the library.
Aaron Hale 7 months ago in BOE Pro 0 Future consideration

Bulk Edit Table Properties

Feature Request: Bulk Update Table Properties Description: Enable users to perform bulk updates to table properties within the editor. This feature would allow users to efficiently modify attributes such as cell borders, cell background color, and...
Aaron Hale 28 days ago in Cost Volume Pro 0 Future consideration

Do not allow the creation custom resource fields if that field already exists as a global.

Description: Validate the creation of proposal level resource fields against the global Resource field list. Proposal level resource fields cannot have the same name as a global field. Use Case/Example:
Aaron Hale 3 months ago in BOE Pro 0 Planned

Task Totals on the Estimates View

Description: The ability to see the total for each task on a WSB.
Guest 4 months ago in BOE Pro 0 Future consideration

Move Access Tags and roles for all products to Authorization Server.

Description: Current there is overlap between products on the use of Access Tags. Move all access tag management to Authorization Sever so access tag can be managed in one place. Use Case/Example: Currently a user my access several different produ...
Guest 8 months ago in Authorization Server 2 Planned

Unassigning All Access Tags

Description: Access Tags can be temporary. Currently, if they are used, they cannot be deleted. Add an option to Unassing All to the access tag. Clicking the unassign all will remove the access tag from all assigned places. Use Case/Example: An ac...
Guest 8 months ago in BOE Pro 0 Future consideration

Proposal CER Derivative Assignments

Description: Add functionality to proposal CERs to allow for CER derivatives to be applied or assigned to different areas on the proposal via Task Selection. Use Case/Example: I set up a multi-derivative CER, but I want each derivative value to be...
Guest 3 months ago in ProPricer 9 0 Future consideration

Rejected Reason for Workflow

Description: A configurable dropdown list required for why the BOE was rejected Use Case/Example:
Kenny Louden 3 months ago in BOE Pro 0 Future consideration

Summary Field Mapping and Summary Field List Values Sync

Description: Summary Field Mapping and Summary Field List Values Sync Use Case/Example: The user needs to maintain a set of summaries of fields and their mapping in CE, and sync that mapping and the summary field list values from CE.
Guest 5 months ago in BOE Pro 0 Future consideration

Add the user search function back after the 9.6.100 upgrade

Description: the filter function was removed from the user list in BOE Pro Use Case/Example: It would be nice to be able to look up users not scroll the list until you can locate.
Guest 2 months ago in BOE Pro 0 Future consideration