ProPricer Ideas Portal
ADD A NEW IDEA

BOE Pro

Showing 169

Default Views for the Pivot Grid like CE has for default pivot items

*** Please reassign this ticket to Heather Neiger as Sam is retiring*** Standard Data views: * Hours/Units/Costs By PBS, Task and Resource* BOE Names BY RAM* Formulas by PBS, Task and Resource* Etc.
Guest about 1 year ago in BOE Pro 0 Planned

ER's Library

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

User view of entire summary (custom) field mapping

The ability for users to view entire summary (custom) field mapping within BOE Pro to eliminate having to reference any outside sources or CE for the full mapping. Include a time stamp of when the mapping was last imported to allow pricing leads t...
Brianna Troiano 4 months ago in BOE Pro 0 Future consideration

Summary (Custom) Field Mappings function like CE when creating/editing tasks

When summary field mappings are imported from CE to BOE Pro (via the "Import CE Estimates" or "Add Proposal from CE" features) and new tasks are created, the structure field drop downs (i.e BOE ID, CLIN, Option, WBS, etc) should function the same ...
Brianna Troiano 4 months ago in BOE Pro 0 Future consideration

Audit report for unassigned estimates

Description: To have confidence in the submitted proposal, the proposal owner needs to be sure all calculations on the proposal have received the estimate assignment. Create a popup when submitting the proposal informing the user if there are any ...
Kenny Louden 8 months ago in BOE Pro 0 Future consideration

Automatically unlock Proposal and BOE when changes are synced from Contractor Edition

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...
Aaron Hale about 1 year ago in BOE Pro 0 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

External system integration - Able to define which fields are needed for query

Description: When creating a new ESI configuration, it would be beneficial to be able to select which fields are needed for the query (lookup) without impacting the output that gets produced. Use Case/Example: If the source that is being used for ...
Kenny Louden 4 months ago in BOE Pro 0 Future consideration

Warn Users with Replace All

Description: Add a warning if the user selects replace all for the import type. Should require the user to acknowledge that proceeding will delete everything before proceeding. Use Case/Example: The user is a few resources selecting replace all re...
Guest 8 months ago in BOE Pro 0 Planned