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User Setting for quick adds

Remember the User Setting for Quick adds. For example, if a user pins a column and closes quick adds. The next time they open the quick adds remember the user settings.
Guest 11 months ago in BOE Pro 0 Planned

Table of Files

Description: Add a new type of Table of Contents section type for a table of files. List all attached files in the document. Treat External Reports as files. Provide, the name of the document, the name of the section the Document is in, the docume...
Aaron Hale 4 months ago in Cost Volume Pro 0 Planned

Office Color Pallet, for highlighter

Description: Add the office color pallet as the default for the highlighter Use Case/Example: Office is the standard for text editing and the majority of users are familiar with the highlighter from office.
Aaron Hale 4 months ago in Cost Volume Pro 0 Planned

BOE Name and Resource Templates Proposal property level vs system level

Proposal Templates: We can set some global parameters in BOE Pro one is what is contained in the Resource ID field. Currently, we have it set to [Resource Name][Cost Center]. It would be valuable for this to be adjusted to set at the proposal leve...
Guest 12 months ago in BOE Pro 0 Planned

All screens should be able to resize & adjustable like CE

Screens like the workflow log, edit resource, etc. are unable for the user to resize to see more of the data at once. Recommend the user being able to resize the screens like CE.
Guest 12 months 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 12 months ago in BOE Pro 1 Planned

When creating a proposal template, allow for the integration tab to be created within the template

When creating a proposal template, allow for the integration tab to be created within the template. Currently, only the Data Server can be selected with the remaining fields being populated when a proposal is created. This will allow for rate tabl...
Guest 12 months ago in BOE Pro 0 Planned

Ability to create a formula and assign resources in a single screen vs multiple screens

BOE View: Ability to create a formula and assign resources in a single screen vs multiple screens. Ability to split/allocate a formula to multiple resources in a single screen.
Guest 12 months ago in BOE Pro 0 Planned

BOE workflow / Audit Log

Is it possible to print the Workflow log in a single report for each BOE. We would like to be able to see Advance/Reject in a column in the log. There might be an enhancement in the que already for an audit or workflow type report.
Guest 12 months ago in BOE Pro 0 Planned

Add functionality to make all BOE sections required at one time vs making each section required.

Proposal Properties: Add functionality (maybe a button) to make all BOE sections required at one time vs making each section required one at a time
Guest 12 months ago in BOE Pro 0 Planned