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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 6 months 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 2 months ago in BOE Pro 0 Future consideration

Mail in the Project

Description: Need the ability to have all emails related to a project saved to the project and the ability to email from a project. Use Case/Example: Most communication about a project happens via Outlook. The problem is that the documentation exi...
Aaron Hale 2 months ago in Management Pro 0 Future consideration

Section Automatic Numbering, function like Word

Description: Section Automatic Numbering, function like Word. Add the ability to set auto-numbering for sections dragging a section to a new position will update the number and child numbering. Print numbers on section header in the document. Use ...
Kenny Louden 4 months ago in Cost Volume Pro 0 Planned

Copy Section: with the option to copy all children or specific children

Description: Provide the ability to copy the section and some or all the child sections. Use Case/Example: The user may need similar sections and structures. Allowing the user to copy all or part of a section/structure will enhance efficient docum...
Kenny Louden 4 months ago in Cost Volume Pro 0 Planned

Update from Template

Description: Add the ability to update from template in Cost Volume Pro Use Case/Example: The user may be to update multiple documents at one time for structure and sections. Giving the ability to update from template means the user will be able t...
Kenny Louden 4 months ago in Cost Volume Pro 0 Planned

Rename "Print in Document" to be clearer about function.

Description: This feature updates the current "Print in Document" toggle in CVP to "Exclude from Document" for improved clarity. The new label better reflects the functionality of excluding specific sections or items from being printed or exported...
Kenny Louden 4 months ago in Cost Volume Pro 0 Planned

Add Text Capabilities to Structure Section

Description: Allow users to add and edit text in the "Structure" section of Cost Volume Pro (CVP), similar to the existing capabilities in the "Text Editor" section. This feature aims to enhance functionality by providing a consistent text-editing...
Kenny Louden 4 months ago in Cost Volume Pro 0 Planned

Filtering for the Section View

Description: Filtering for the Section View Use Case/Example: Users working with extensive CVPs need an efficient way to locate specific sections based on their name or type. This feature allows users to streamline their workflow by applying filte...
Kenny Louden 4 months ago in Cost Volume Pro 0 Planned

Preview Reports

Description: Add the ability to preview ProPricer Reports in the Section Properties. Use Case/Example: A user is creating a CVP and wants to verify the output of a report before finalizing it. They click the "Preview" button in the section propert...
Kenny Louden 4 months ago in Cost Volume Pro 0 Planned