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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

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 2 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

Audit report for unassigned estimates

Description: To have confidence in the submitted proposal, the proposal owner needs to be sure all calculations on the proposal have received the estimate assignment. Create a popup when submitting the proposal informing the user if there are any ...
Kenny Louden 5 months ago in BOE Pro 0 Future consideration

Combined Bulk Import File

Description: Entering estimates is complicated. Adding the capability to upload helps get there, but an Estimator would need to upload estimate data 3 times (I think; check this). Once for Task, once for Resource estimates, and once for Resource I...
Guest 3 months ago in BOE Pro 0 Future consideration

Group Pivot Grid Data

It would make it very convenient to be able to group multiple data selections under one renamed header. For example, if the algorithm contains several direct cost elements, it would be nice to add those in a pivot grid, then merge them into one re...
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Future consideration

Edit Resource: Resource ID Auto Refresh

When updating a resource in the estimates view, changing the cost center doesn't automatically update the resource ID. It only updates when the resource ID is manually refreshed. Can the resource ID be set to auto-refresh whenever any changes are ...
Guest 12 months ago in BOE Pro 0 Future consideration

Add Rates for Connect for Office

No description provided
Guest over 1 year ago in Connect for Office 0 Future consideration

Print Attached File Names in Bid Cost Worksheet

Enable BOE Pro to print the names of attached files in the Bid Cost Worksheet, similar to Contractor Edition (CE). This allows users to easily identify if files are attached to the BOE, enhancing visibility and documentation during bid preparation.
Guest 6 months ago in BOE Pro 0 Future consideration

Add a save button to all popup windows

Description: Remove auto saving from Popup windows (like add estimates and Proposal Properties) and add a save button down at the bottom. Use Case/Example: When making edits to the proposal properties, I may decide I don't want to save the changes...
Guest 7 months ago in BOE Pro 0 Future consideration