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Tooltips for the document types

Description: Tooltips for the document types Use Case/Example: There are a lot of types of handling for documents, Append, Embedded, ETC and the user may not know what each option does. Add a tooltip to each one with a brief description of what ea...
Kenny Louden about 2 months ago in Cost Volume Pro 0 Future consideration

Archive and Restore for Proposal Templates

Description: Currently, we only support copying proposal templates. Introducing the ability to archive and restore templates would be a valuable enhancement—especially in scenarios where the "Update from Template" feature is used with imported pro...
Guest 29 days ago in BOE Pro 0 Future consideration

Bulk copy from proposal

Description: The idea is to allow users to copy all or selected parts of data from another proposal. In many cases, copying the entire proposal and then removing unnecessary parts might be sufficient. However, there may be use cases where users ne...
Guest 29 days ago in BOE Pro 0 Future consideration

Auto Name Formula

Description: Allow BOE Pro to pick a few words before or after a formula and add them as the formula's name. Use Case/Example: When there are a lot of formulas on the BOE text, it is hard to track which formula ties to a specific estimate.
Guest about 2 months ago in BOE Pro 0 Future consideration

Include Access Tags from the user when creating from a proposal template

Description: Include Access Tags from the user when creating from a proposal template. Use Case/Example: Right now, the users Access Tags are not added to the proposal when creating from a template. Only the template access tags are added to the p...
Guest about 2 months ago in BOE Pro 0 Planned

User view of entire summary (custom) field mapping

The ability for users to view entire summary (custom) field mapping within BOE Pro to eliminate having to reference any outside sources or CE for the full mapping. Include a time stamp of when the mapping was last imported to allow pricing leads t...
Guest about 1 month ago in BOE Pro 0 Future consideration

Summary (Custom) Field Mappings function like CE when creating/editing tasks

When summary field mappings are imported from CE to BOE Pro (via the "Import CE Estimates" or "Add Proposal from CE" features) and new tasks are created, the structure field drop downs (i.e BOE ID, CLIN, Option, WBS, etc) should function the same ...
Guest about 1 month ago in BOE Pro 0 Future consideration

PBS Permissions for creating a PBS only as a child

Description: Need the ability to limit authors from creating PBS at root. Use Case/Example: My BOE Author may been to create a Level of the PBS, but they should not be able to create a new root level. For example, the proposal may have WBS as the ...
Guest 2 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 2 months ago in BOE Pro 0 Planned

Auto Find Formula in the Section Properties.

Description: Add a setting in the BOE section to default the auto-find formulas for that section to off. Use Case/Example: Certain sections in the BOE will never have formulas. The user currently has to turn off auto-find formulas causing extra cl...
Guest 2 months ago in BOE Pro 0 Future consideration