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Table of Contents Setting and excluding certain headings

Description: Table of Contents Setting and excluding certain headings Use Case/Example:
Kenny Louden 5 months ago in Cost Volume Pro 0 Planned

Creates task selections for reports in CVP

Description: Add the ability to create task selection in CVP. Use Case/Example:
Kenny Louden 5 months ago in Cost Volume Pro 0 Future consideration

Option to force RAM assignment to first step on PBS creation.

Description: Currently, when a user creates a PBS, they are automatically assigned to all workflow steps for which they appear in the workflow. An option is needed to create a new PBS to force the creator to be assigned only to the first step. Use...
Guest 5 months ago in BOE Pro 0 Planned

List Section Value Ordering

Description: Current list sections sort values alphabetically. List values need to be sorted by order of entry with the option to reorder them. Use Case/Example: Every list will have values that are more important than others. (These values are us...
Kenny Louden 5 months ago in BOE Pro 0 Future consideration

Rename the (Default) template

Description: Change the name of the "(default)" template to (Blank) Use Case/Example: When users see (default) they don't think blank.
Guest 5 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

Bulk Import for PBS

Description: Add the bulk import functionality for PBS items. Use Case/Example: The user may need to add many PBSs at the same time.
Guest 8 months ago in BOE Pro 0 Planned

Copy BOE to different Task or PBS

Description: Add the ability to copy a BOE to a different task or PBS without copying the task or PBS itself. Need the ability to copy multiple BOEs at one time. Use Case/Example: Often, PBS will have a similar level of effort with only minor chan...
Guest 8 months ago in BOE Pro 0 Planned

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 8 months ago in BOE Pro 0 Planned

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