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Section Automatic Numbering, function like Word

Description: Section Automatic Numbering, function like Word. Add the ability to set auto-numbering for sections dragging a section to a new position will update the number and child numbering. Print numbers on section header in the document. Use ...
Kenny Louden 3 months ago in Cost Volume Pro 0 Planned

Copy Section: with the option to copy all children or specific children

Description: Provide the ability to copy the section and some or all the child sections. Use Case/Example: The user may need similar sections and structures. Allowing the user to copy all or part of a section/structure will enhance efficient docum...
Kenny Louden 3 months ago in Cost Volume Pro 0 Planned

Update from Template

Description: Add the ability to update from template in Cost Volume Pro Use Case/Example: The user may be to update multiple documents at one time for structure and sections. Giving the ability to update from template means the user will be able t...
Kenny Louden 3 months ago in Cost Volume Pro 0 Planned

Rename "Print in Document" to be clearer about function.

Description: This feature updates the current "Print in Document" toggle in CVP to "Exclude from Document" for improved clarity. The new label better reflects the functionality of excluding specific sections or items from being printed or exported...
Kenny Louden 3 months ago in Cost Volume Pro 0 Planned

Add Text Capabilities to Structure Section

Description: Allow users to add and edit text in the "Structure" section of Cost Volume Pro (CVP), similar to the existing capabilities in the "Text Editor" section. This feature aims to enhance functionality by providing a consistent text-editing...
Kenny Louden 3 months ago in Cost Volume Pro 0 Planned

Filtering for the Section View

Description: Filtering for the Section View Use Case/Example: Users working with extensive CVPs need an efficient way to locate specific sections based on their name or type. This feature allows users to streamline their workflow by applying filte...
Kenny Louden 3 months ago in Cost Volume Pro 0 Planned

Preview Reports

Description: Add the ability to preview ProPricer Reports in the Section Properties. Use Case/Example: A user is creating a CVP and wants to verify the output of a report before finalizing it. They click the "Preview" button in the section propert...
Kenny Louden 3 months ago in Cost Volume Pro 0 Planned

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 about 2 months ago in BOE Pro 0 Future consideration

Bulk Import for PBS

Description: Add the bulk import functionality for PBS items. Use Case/Example: The user may need to add many PBSs at the same time.
Guest 5 months ago in BOE Pro 0 Planned

Copy BOE to different Task or PBS

Description: Add the ability to copy a BOE to a different task or PBS without copying the task or PBS itself. Need the ability to copy multiple BOEs at one time. Use Case/Example: Often, PBS will have a similar level of effort with only minor chan...
Guest 5 months ago in BOE Pro 0 Planned