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The ability to change the Report Destination in the Section View.

Description: The ability to change if the report is appended, embedded or external in the Section View.Use Case/Example: The ability to change if the report is appended, embedded or external in the Section View.
Kenny Louden 2 months ago in Cost Volume Pro 0 Future consideration

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 2 months ago in Cost Volume 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 3 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 10 months ago in ProPricer 9 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 3 months ago in BOE Pro 0 Planned

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 7 months ago in BOE Pro 0 Planned

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 3 months ago in BOE Pro 0 Future consideration

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 3 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 5 months ago in Authorization Server 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 3 months ago in Cost Volume Pro 0 Future consideration