Management Pro

Feature Request: Move Email and Webhook Settings to Application Configuration Summary: Move email and webhook settings from the user interface into an application-level JSON configuration file so sensitive values are managed securely and are not v...

Feature Request: MX-Aware Email Settings for Management Pro Summary: Enable Management Pro to support MX-aware email settings so administrators can configure and validate email delivery based on a domain’s mail exchange records. This would help en...

Feature Request: Disable Document Link Sharing at the System Level Summary: Allow account administrators to disable document link sharing across the entire system so that users cannot generate or access shareable document links outside of approved...

Feature Request: Team User Bulk Management Summary: Enable users to add and manage team members more efficiently through multi-select actions, user-level attributes, and a copy/paste-enabled grid for quick entry and updates. This feature should re...

Feature Request: Project Owner Filters and Multi-Select Summary: Enable users to filter the project owner user list and select multiple project owners within the same dialog experience used in BOE Pro. This feature should make it easier to find th...

Feature Request: Bulk sharing for dashboards and reports Summary: Enable users to share dashboards and reports with multiple users at once through a filterable selection interface. This feature would streamline the sharing process by allowing a us...

Feature Request: Intelligent dashboard widget auto-sizing and placement Summary: Enable dashboards to automatically size and place newly added widgets within the grid based on widget type and the order they are added. This should help users create...

Feature Request: SharePoint Integration Summary: Enable bidirectional integration between Management Pro and customer SharePoint by allowing specific Management Pro folders to be shared to designated SharePoint locations and by ingesting documents...

Feature Request: Outlook Inbox Integration Summary: Integrate shared Outlook 365 inboxes directly into Management Pro at the Program, Contract, and Project levels, enabling users to manage emails in-app and file them into the document tree as PDF-...

Feature Request: External Portal Summary: Deliver a separately deployed, fully brandable External Portal that provides externally invited users (auditors, customer reviewers, partners) with scoped, view-only access to Management Pro documents. Eac...