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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 9 months ago in BOE Pro 0 Future consideration

Partial Bulk Edit from file

Description: The idea is to be able to select a set of columns to apply bulk edit command on a proposal, but not all of them. Use Case/Example: Imagine I have a bulk edit template of tasks, but I only want to update name and description, probably ...
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

Reset Workflow On What-If

Description: Reset the workflow of any affected BOEs on the proposal when a What-If is run. Notify workflow assignees on affected BOE's Use Case/Example: When BOEs are on the proposal, running a What-If on the proposal can change BOE estimates. Th...
Guest 7 months ago in BOE Pro 0 Future consideration

Add Rates for Connect for Office

No description provided
Guest almost 2 years ago in Connect for Office 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 4 months ago in BOE Pro 0 Future consideration

Bulk copy in and to proposals

Description: The idea is to allow users to copy all or selected parts of data from another proposal or within the same proposal. In many cases, copying the entire proposal and then removing unnecessary parts might be sufficient. However, there may...
Guest 4 months ago in BOE Pro 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 about 1 year ago in BOE Pro 0 Future consideration

CER Bases and Factor on DCB

Please allow the CER Bases (derivatives) and Rate/Factors to display on the Detail Cost Breakdown. Currently, only the total CER cost is displayed without showing the base and factor/rate.
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Future consideration

Enhance "Formula" Module Functionality

Currently, the "Formula" tab allows only numeric calculations (for ex.: 10,000 Factory hours * 0.25 Factory Support Metric = 2,500 Factory Support hours). Could "Formula" be enhanced to allow calculations referring to the contents of other Task ID...
Nikolai Slepushkin almost 3 years ago in ProPricer 9 0 Future consideration