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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

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 9 months ago in ProPricer 9 0 Future consideration

Remove the Calculation when the Formula is removed.

Description: When a user manual removes a formula from the BOE section, delete it from the Calculation Tab. If the calculation already has Resources assigned, provide a popup asking the user if they want to delete the resource assignment. When the...
Aaron Hale about 1 month ago in BOE Pro 0 Future consideration

Turn off the Home Dashboard

Description: Not all users need access to the Win/Lose Information. It would be nice to have the ability to restrict access to that dashboard or to exclude information for specific users. Use Case/Example: If an estimator logs in, they will only s...
Aaron Hale about 2 months ago in BOE Pro 0 Future consideration

Ability to "Favorite" Proposals for Quick Access

Description: Add ability to "star" or "favorite" proposals for quick access from the dashboard and proposal list views. Use Case/Example: As the pool of proposals increases, this feature would enable one-click access to frequently used proposals t...
Guest about 2 months ago in BOE Pro 0 Future consideration

Add the ability to archive and/or delete Audit and Change Log Files

Currently, ProPricer can be configured to produce "Change" and "Audit" logs, which is great! Since this information is stored in the database, some method of archiving and/or deleting log files based on parameters (e.g., date, size, etc.) needs to...
Guest 9 months ago in ProPricer 9 0 Future consideration

Reset Workflow On What-If

Description: Reset the workflow of any affected BOEs on the proposal when a What-If is run. Notify workflow assignees on affected BOE's Use Case/Example: When BOEs are on the proposal, running a What-If on the proposal can change BOE estimates. Th...
Guest 4 months ago in BOE Pro 0 Future consideration

View Only access for Auth Server Pro

Description: The user should be able to see the users. Use Case/Example: The user should be able to see the users.
Kenny Louden 4 months ago in Authorization Server 0 Future consideration

Proposal Owner/Manager Notification Settings

Description: Add the ability for proposal Owners/Managers to be notified when key events happen within their proposal. For example, when an attachment is added to a BOE, notify the owner of the proposal in the proposal activity freed. The Proposal...
Guest 6 months ago in BOE Pro 0 Future consideration

Option to Rename Report attached (External) files.

Description: An option like in CE when running a report to file to rename the output report file.
Aaron Hale 2 months ago in Cost Volume Pro 0 Future consideration