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Notifications for people removed from the workflow

Description: If a user is removed from access to a proposal, remove them from the workflow. Email the proposal owners PBS Owners (When Multilevel RAM) that the user was removed. Include the PBS's the user was removed from and the workflow steps th...
Guest 7 months ago in BOE Pro 0 Future consideration

Copy and Bulk Copy BOEs across Tasks, PBS, and Proposals

Description: Enable users to copy a PBS or Task to a different Task or PBS, or perform bulk copy operations within and across proposals. This includes the ability to copy multiple PBS/Tasks or selected data from one location to another, as well as...
Guest 10 months ago in BOE Pro 0 Planned

User Roles Access for Authorization Server.

Description: Allow Role Based Access in Authorization Server Use Case/Example: Certain user will have access to add new users to Authorization Server but not add, update, or even see licenses.
Guest 4 months ago in Authorization Server 0 Planned

Active Directory Support

Description: The ability to manage user with active directory Use Case/Example: User for being added and removed daily from BOE Pro. Right now, the user has to be managed manually taking a lot of time. If user access could be managed via the activ...
Aaron Hale 6 months ago in Authorization Server 0 Planned

Add formula total to the total to the BOE text

Description: Include the total in BOE text. Use Case/Example: Right now, the user has to manually add the total number to the BOE text, and if the calculation is updated, the total is not also updated. The calculation needs to automatically includ...
Guest 9 months ago in BOE Pro 0 Planned

Partial Bulk Edit from file

Description: The idea is to be able to select a set of columns to apply bulk edit command on a proposal, but not all of them. Use Case/Example: Imagine I have a bulk edit template of tasks, but I only want to update name and description, probably ...
Guest 5 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 7 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 7 months ago in BOE Pro 0 Planned

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 5 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