All ideas

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...

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...

The ability to have the system figure out and apply the payments needed to maintain a positive cash flow throughout the proposal.

Feature Request: Scheduled Rate Tables in BOE Pro Proposals Summary: Enable proposal-specific use of scheduled rate tables in BOE Pro by allowing users to select a scheduled rate table in proposal settings and assign scheduled rate IDs to resource...

Feature Request: User view of complete summary field mapping Summary: Provide users with an in-application view of the full summary (custom) field mapping used by BOE Pro, including a clear “last imported” timestamp. This removes the need to refer...

Option to Suppress periods by task that are out of the POP

Feature Request: Page Limit Warning Summary: Enable users to set a page limit threshold that triggers a warning and pauses processing when the limit is reached. This control should be available at both the document and section levels so users can ...

Separate Cash Flow and Cash Flow Cumulative and allow the user to edit the calculation for Cash Flow Cumulative expression

I would like the ability to give batch access to Proposal Rights, either by selecting multiple proposals at once in the Proposal List, or right-clicking on a folder (that would in turn give access to all the proposals in that folder) and having a ...