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Required Indirect Pool

Description: The ability makes the indirect pool required when inputting a resource. Make it configurable in the proposal properties/template properties. Use Case/Example: Users must select the Indirect Pool on specific proposals to apply the corr...
Guest 5 months ago in BOE Pro 0 Planned

Add the ability to archive and/or delete Audit and Change Log Files

Currently, ProPricer can be configured to produce "Change" and "Audit" logs, which is great! Since this information is stored in the database, some method of archiving and/or deleting log files based on parameters (e.g., date, size, etc.) needs to...
Guest 9 months ago in ProPricer 9 0 Future consideration

CTRL and Shift to multi-select on the Estimates View

Description: CTRL and Shift to multi-select on the Estimates View Use Case/Example: Most of the time, on the estimates view, I want to select only one PBS. To select a new PBS, I have to deselect the current one in order to select a new one. It wo...
Aaron Hale about 2 months ago in BOE Pro 0 Planned

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 4 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 4 months ago in Authorization Server 0 Future consideration

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 6 months ago in BOE Pro 0 Future consideration

Traceability Report

Description: The ability to provide a pivot of costs that is linked to sections of the document. Use Case/Example: User needs to be able to create a table of cost linked to specification of the document.
Guest 6 months ago in Cost Volume Pro 0 Planned

Option to Rename Report attached (External) files.

Description: An option like in CE when running a report to file to rename the output report file.
Aaron Hale 2 months ago in Cost Volume Pro 0 Future consideration

Option to include workflow log and reset steps when proposal is copied (log not included default)

Description: Add an option to include the workflow log when copying a proposal in BOE Pro. By default, the log is excluded, but users can opt to include it. Also add an option to reset the workflow steps in the copied proposal, ensuring a clean wo...
Kenny Louden 6 months ago in BOE Pro 0 Planned

Word Functions in Editor

Description: Update the text editor to be more like Word Use Case/Example: The user needs to be able to resize tables and table rows.
Aaron Hale 2 months ago in Cost Volume Pro 0 Planned