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Workflow at the Task Level.

Description: The ability to assign the workflow at the task level. The ability to assign review and approval steps for the workflow from the people assigned to the PBS when creating a task. Use Case/Example: The BOE Author will create a task for t...
Guest 2 months ago in BOE Pro 0 Planned

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 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 10 months ago in ProPricer 9 0 Future consideration

User view of entire summary (custom) field mapping

The ability for users to view entire summary (custom) field mapping within BOE Pro to eliminate having to reference any outside sources or CE for the full mapping. Include a time stamp of when the mapping was last imported to allow pricing leads t...
Guest about 1 month ago in BOE Pro 0 Future consideration

Summary (Custom) Field Mappings function like CE when creating/editing tasks

When summary field mappings are imported from CE to BOE Pro (via the "Import CE Estimates" or "Add Proposal from CE" features) and new tasks are created, the structure field drop downs (i.e BOE ID, CLIN, Option, WBS, etc) should function the same ...
Guest about 1 month ago in BOE Pro 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

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

Table of Contents Setting and excluding certain headings

Description: Table of Contents Setting and excluding certain headings Use Case/Example:
Kenny Louden 3 months ago in Cost Volume Pro 0 Planned

Creates task selections for reports in CVP

Description: Add the ability to create task selection in CVP. Use Case/Example:
Kenny Louden 3 months ago in Cost Volume Pro 0 Future consideration