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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

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

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

Archive and Restore for Proposal Templates

Description: Currently, we only support copying proposal templates. Introducing the ability to archive and restore templates would be a valuable enhancement—especially in scenarios where the "Update from Template" feature is used with imported pro...
Guest about 2 months ago in BOE Pro 0 Future consideration

Bulk copy from proposal

Description: The idea is to allow users to copy all or selected parts of data from another proposal. In many cases, copying the entire proposal and then removing unnecessary parts might be sufficient. However, there may be use cases where users ne...
Guest about 2 months ago in BOE 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 3 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 3 months ago in Cost Volume Pro 0 Future consideration