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Recommend quick add functionality allow to add multiple CERs at a time

CER View: The Quick Add functionality in the CER view allows a user to add tasks and WBS to the proposal which seems out of place. Recommend quick add functionality allow to add multiple CERs at a time
Guest over 1 year ago in BOE Pro 2 Planned

Header default to the title of the section instead of needing to re-enter it.

BOE Sections: Would be nice if the Header defaulted to the title of the BOE section instead of needing to re-enter it. For Task Description, the header would default to Task Description. (see screenshot) Proposal Properties: Each BOE section has a...
Guest over 1 year ago in BOE Pro 0 Planned

RAM quick add and bulk import

Add the ability to do a quick add for the responsibility group. Ability to assign workflow to each BOE using a bulk import. Ability to import the RAM, responsibility and workflow set-up using a single bulk import.
Guest over 1 year ago in BOE Pro 1 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 8 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 8 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 8 months ago in Cost Volume Pro 0 Planned

ER's Library

That ability to have a predefined set of ERs can be selected at the BOE.
Guest over 1 year ago in BOE Pro 1 Planned

Do not force text format in Header/Footer BOE Sections.

Currently, the text format in the Header and Footer sections of the Basis of Estimate (BOE) documents is fixed when the "Lock Font Settings" is toggled on, limiting users' ability to customize these sections according to their needs. Propose an en...
Guest about 1 year ago in BOE Pro 0 Planned

Add formula name popup bubble in BOE Section test

A BOE with multiple formulas can be difficult to trace to the Calculations tab. Having a formula display its associated name on the Calculations tab when hovering the mouse pointer would be helpful.
Guest about 1 year ago in BOE Pro 0 Planned

The ability to see FTEs on the pivot gride.

The ability to see FTEs on the pivot gride.
Aaron Hale over 1 year ago in BOE Pro 0 Planned