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Estimate List order: The columns in the estimate list are out of order especially with the monthly spreads.

The columns in the estimate list are out of order, especially with the monthly spreads. May 2024 and June 2024 are captured twice, and the curve, Start Date, End Date, Duration, and Spread Amount all show up in the middle of the data set, too. Thi...
Guest over 1 year ago in BOE Pro 1 Shipped

Ability to set up RAM by Option, CLIN, WBS and any other user fields vs the RAM being singular.

Ability to set up RAM by Option, CLIN, WBS and any other user fields vs the RAM being singular. Both of these examples technically can be done in the the BOE view today, but that requires the estimator to manually set-up each scenario. If the RAM ...
Guest over 1 year ago in BOE Pro 0 Shipped

Permissions Expansion

*** Please reassign this ticket to Heather Neiger, as Sam is retiring*** Add the ability to control what functionality is available and visible to the estimators within the BOE View. For example, I could turn off the ERs, ER results, and CER tabs ...
Guest over 1 year ago in BOE Pro 0 Shipped

Resource Field Mapping

* BOE Pro does not inherit 'Required' status for External Resource Fields* External Resource Fields also can't be marked as required after creating the proposal.* Resource Field Mapping does not work in Quick Add. Is that intentional?* Can the abi...
Guest over 1 year ago in BOE Pro 0 Shipped

Resource Field Mapping

* Can the ability be added to change view of Resource Fields? i.e. This page on the Estimates View when adding Resource. Can the ability be added to rearrange the order of the fields? Cost Center is required first for RMD (when creating from CE) a...
Guest over 1 year ago in BOE Pro 0 Shipped

Create Task at the BOE View

The ability to create tasks while adding resources to the BOE View
Guest over 1 year ago in BOE Pro 0 Shipped

Workflow user assignments at the BOE View

When a user creates a PBS, who is not a RAM admin, add them to the first step of the workflow automatically and create a popup so they can select the users assigned to the other steps of the workflow for that PBS. Users should only be able to sele...
Guest over 1 year ago in BOE Pro 0 Shipped

Add a column with the proposal's Unique ID as it is a more reliable join key than proposal name/version.

Problem: Due to size of our ProPricer database, when exporting data out of ProPricer using Integration Pro, we only pull records for recently created or modified proposals. We then must merge these changes with the existing proposal records that w...
Guest 7 months ago in Integration Pro 0 Shipped

The ability to define header and footer information in the structure section

The ability to define header and footer information in the structure section. The header and footer set at the Structure Section apply to all child elements.
Aaron Hale about 1 year ago in Cost Volume Pro 0 Shipped

Can users change the BOE/SOW link from Task to PBS when Workflow is enabled, and BOE's have been written?

Description: Allow the users to change the BOE level to Task/PBS on the proposal even when the workflow is enabled, and there are already BOEs.
Aaron Hale 8 months ago in BOE Pro 0 Shipped