All ideas

Feature Request: Maintain Proposal Location on Archive/Restore Summary: Automatically return a restored proposal in BOE Pro to its original location. If the original folder path no longer exists, recreate it so the proposal is placed correctly wit...

Need to be able to identify the different database setup.

Description: Enable ProPricer Integration Pro to export data to external databases via ODBC, providing full parity with existing export capabilities. Use Case/Example: A pricing analyst needs to export Proposal Properties and other datasets from P...

Implement an automatic unlocking mechanism for Proposals and BOEs when changes are synced from Contractor Edition. This feature should ensure that any updates made in the Contractor Edition are immediately reflected and editable in the correspondi...

Description: We had a proposal that used our standard labor category setup that the client requested we modify in a subsequent revision to include key staff (individual names) designations and project role category descriptions. The base rates and...

Feature Request: Skill Mix Table in BOE Summary: Add a skill mix table to the BOE that displays the proportion of resource hours by role/skill for both actual ledger data and estimated resources. This will give users a clear, at-a-glance view of h...

Add the ability to unlock the proposal to the breadcrumb and the proposal hover menu.

Description: Allow users to directly export/process individual sections from the Section View in BOE Pro. This enhancement provides a quick way to generate printouts for focused review without printing the entire document. Use Case: A user reviewi...

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

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...