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External system integration - Able to define which fields are needed for query

Description: When creating a new ESI configuration, it would be beneficial to be able to select which fields are needed for the query (lookup) without impacting the output that gets produced. Use Case/Example: If the source that is being used for ...
Kenny Louden about 1 month ago in BOE Pro 0 Future consideration

Mail in the Project

Description: Need the ability to have all emails related to a project saved to the project and the ability to email from a project. Use Case/Example: Most communication about a project happens via Outlook. The problem is that the documentation exi...
Aaron Hale about 1 month ago in Management Pro 0 Future consideration

Allow the changing of the parent on existing sections

Description: Allow the changing of the parent on existing sections Use Case/Example: After creating a section, it can be combined to drag all the sections to a new place if those sections are far apart in the tree. Allow the user to select a new s...
Kenny Louden 2 months ago in Cost Volume Pro 0 Future consideration

Section Deletion warning: everything will be deleted! Option to not delete children.

Description: Section Deletion warning: everything will be deleted! Option to not delete children. Use Case/Example: When deleting a section with children all the children are deleted. The user should be warned of the action. Additionally, sometime...
Kenny Louden 2 months ago in Cost Volume Pro 0 Future consideration

Table of Contents Setting and excluding certain headings

Description: Table of Contents Setting and excluding certain headings Use Case/Example:
Kenny Louden 2 months ago in Cost Volume Pro 0 Planned

Creates task selections for reports in CVP

Description: Add the ability to create task selection in CVP. Use Case/Example:
Kenny Louden 2 months ago in Cost Volume Pro 0 Future consideration

Option to force RAM assignment to first step on PBS creation.

Description: Currently, when a user creates a PBS, they are automatically assigned to all workflow steps for which they appear in the workflow. An option is needed to create a new PBS to force the creator to be assigned only to the first step. Use...
Guest 2 months ago in BOE Pro 0 Planned

List Section Value Ordering

Description: Current list sections sort values alphabetically. List values need to be sorted by order of entry with the option to reorder them. Use Case/Example: Every list will have values that are more important than others. (These values are us...
Kenny Louden 2 months ago in BOE Pro 0 Future consideration

Rename the (Default) template

Description: Change the name of the "(default)" template to (Blank) Use Case/Example: When users see (default) they don't think blank.
Guest 2 months ago in BOE Pro 0 Future consideration

Proposal Level Permission Overrides

Proposal Level Permission Overrides like CE. Implement Proposal-Level Permission Overrides in BOE Pro similar to those in Contractor Edition (CE). This feature will allow users to set specific permissions at the proposal level, enhancing control ...
Guest 6 months ago in BOE Pro 0 Planned