ProPricer Ideas Portal
ADD A NEW IDEA

BOE Pro

Showing 173

Header default to the title of the section instead of needing to re-enter it.

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...
Guest about 1 year ago in BOE Pro 0 Planned

Edit Resource: Resource ID Auto Refresh

When updating a resource in the estimates view, changing the cost center doesn't automatically update the resource ID. It only updates when the resource ID is manually refreshed. Can the resource ID be set to auto-refresh whenever any changes are ...
Guest about 1 year ago in BOE Pro 0 Future consideration

Archive and Restore for Proposal Templates

Description: Currently, we only support copying proposal templates. Introducing the ability to archive and restore templates would be a valuable enhancement—especially in scenarios where the "Update from Template" feature is used with imported pro...
Guest 4 months ago in BOE Pro 0 Future consideration

Bulk copy in and to proposals

Description: The idea is to allow users to copy all or selected parts of data from another proposal or within the same proposal. In many cases, copying the entire proposal and then removing unnecessary parts might be sufficient. However, there may...
Guest 4 months ago in BOE Pro 0 Future consideration

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