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Auto filter resources for formula type

Description: Calculations already have a cost type (Hours, Cost, Heads) Filter the resource list when assigned a resource to a calculation to resources that match the cost type for the calculation Use Case/Example:
Aaron Hale 2 months ago in BOE Pro 0 Planned

Add Subtotals to Multiple Selected Pivot Grid Data

Please add the ability for pivot grids to automatically calculate the subtotal of the selected data. For example. I would like to view the subtotal of several data elements by year. However, it only shows the subtotal of each data element across t...
Nikolai Slepushkin over 2 years ago in ProPricer 9 0 Planned

RAM suggestions: "Show workflow steps" the default view

Description: Why is the "Show workflow steps" view not the default? I don't understand the purpose of the view without the workflow steps, and it just creates an extra mouse click whenever I come to the RAM. I personally think the Show workflow st...
Guest 2 months ago in BOE Pro 0 Planned

Activity feed is hard to follow. Requires users to read every single word to know what the activity was. See attachment for suggested mockup

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

Unlock Proposal in Multiple Places

Add the ability to unlock the proposal to the breadcrumb and the proposal hover menu.
Guest 10 months ago in BOE Pro 0 Planned

Open Instruction in a different window clicked.

Description: when the user clicks the instructions for a BOE section. Open those instructions in a different browser tab. Use Case/Example: The user may need to see the instructions and work on the BOE simultaneously.
Guest 5 months ago in BOE Pro 0 Planned

Warn Users with Replace All

Description: Add a warning if the user selects replace all for the import type. Should require the user to acknowledge that proceeding will delete everything before proceeding. Use Case/Example: The user is a few resources selecting replace all re...
Guest 5 months ago in BOE Pro 0 Planned

Auto-number for Resource ID.

Description: Add the ability to have a numeric value instead of all the resource fields when importing from CE. The user would need to ability to select which fields are used to make the Resource ID with a numeric value to make it unique. Use Case...
Guest 5 months ago in BOE Pro 0 Planned

Recommend quick add functionality allow to add multiple CERs at a time

CER View: The Quick Add functionality in the CER view allows a user to add tasks and WBS to the proposal which seems out of place. Recommend quick add functionality allow to add multiple CERs at a time
Guest 11 months ago in BOE Pro 2 Planned

Header default to the title of the section instead of needing to re-enter it.

BOE Sections: Would be nice if the Header defaulted to the title of the BOE section instead of needing to re-enter it. For Task Description, the header would default to Task Description. (see screenshot) Proposal Properties: Each BOE section has a...
Guest 11 months ago in BOE Pro 0 Planned