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Prompt to remove estimates when deleting a formula.

Description: Prompt to remove estimates when deleting a formula. Save the user time by prompting them when deleting the formula if there are estimates assigned. If the user responds in the affirmative, delete the estimates automatically. Use Case/...
Guest 3 months ago in BOE Pro 0 Future consideration

Export a functioning Material Ad Hoc Report with Formulas

We need this feature and have to recreate it in Excel which is time consuming and risky. It would be very beneficial to have a functioning export report like the CE version does but for Material.
Greg Heyman about 1 year ago in ProPricer 9 0 Future consideration

Filter for RAM Group for people that are assigned in the workflow in the proposal

Description: Add a filterable column for users that are assigned to the workflow in the RAM view Use Case/Example: When setting up the RAM group for the proposal, I want to add only users who are part of the proposal's workflow.
Guest 3 months ago in BOE Pro 0 Future consideration

Expand Allow Estimate Level to RAM Group

Description: Allow the Estimate level setting for the RAM group. The ability to force people within a RAM group to either enter the BOE at the Task or PBS level. Use Case/Example: The Engineering users must enter the BOE at the Task level, while t...
Guest 3 months ago in BOE Pro 0 Future consideration

Workflow at the Task Level.

Description: The ability to assign the workflow at the task level. The ability to assign review and approval steps for the workflow from the people assigned to the PBS when creating a task. Use Case/Example: The BOE Author will create a task for t...
Guest 5 months ago in BOE Pro 0 Planned

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 5 months ago in BOE Pro 0 Future consideration

Auto Flex Shift When changed Task Dates

Description: When changing task dates, there are resources for the task. The user must run a flex shift to change the dates. Make sure that when changing task dates and there are resources on the task, the flex shift is launched automatically.
Kenny Louden 3 months ago in BOE Pro 0 Future consideration

Data view in BOE Pro

Description: Add Data view functionality in BOE Pro Use Case/Example: BOE authors need the ability to make changes at a higher level.
Kenny Louden 3 months ago in BOE Pro 0 Future consideration

Update from template with options

Description: Update from a template with options. Use Case/Example: When updating from the template, I may not want to update BOE sections (or other items like workflow).
Kenny Louden 3 months ago in BOE Pro 0 Future consideration

Add the ability to changes the terminology of Cost and Hours values.

Description: Add the ability to change the terminology of Cost and Hours values. Use Case/Example: Many estimators will not know the difference between Cost and Direct cost. Allow organizations to change the names of these values for example (inpu...
Kenny Louden 3 months ago in BOE Pro 0 Future consideration