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Section List View in Document Structure

Description: The ability to see the list of sections in the same order as the section view on the section list view Use Case/Example:
Kenny Louden 2 days ago in Cost Volume Pro 0 Future consideration

Single Bulk Import for Travel

Description: Use Case/Example:
Guest 7 days ago in BOE Pro 0 Future consideration

RAM Group Admin

Description: Add an admin in each RAM Group. These admins can manage the RAM where the Group is assigned on the RAM. These RAM group admins see elements on the RAM view that their group is assigned to. Use Case/Example:
Guest 7 days ago in BOE Pro 0 Future consideration

Proposal CER Derivative Assignments

Description: Add functionality to proposal CERs to allow for CER derivatives to be applied or assigned to different areas on the proposal via Task Selection. Use Case/Example: I set up a multi-derivative CER, but I want each derivative value to be...
Guest 7 days ago in ProPricer 9 0 Future consideration

Auto Deactivate After x Number of days

Description: Add a setting to the system setting to auto deactivate the user if they have not logged in a set number of days. Add a configurable notification new for the user that they will lose access if they don't log in. Use Case/Example:
Guest 7 days ago in Authorization Server 0 Future consideration

Rejected Reason for Workflow

Description: A configurable dropdown list required for why the BOE was rejected Use Case/Example:
Kenny Louden 8 days ago in Cost Volume Pro 0 Future consideration

Notify User when Leaving the RAM, if any workflow role remains unassigned.

Description: Notify the user when they try to leave the RAM without assigning all the users to the workflow steps. Use Case/Example: It's easy to forget to go to the user workflow assignment after adding the RAM groups.
Guest 23 days ago in BOE Pro 0 Planned

Add Create Access Tag to the assign access tag screen

Description: Add "Create Access Tag" feature to the Assign Access Tag screen Use Case/Example: When assigning an access tag to a user or proposal, I realize I don't have the tag I need. I would like to be able to create the needed tag directly fro...
Aaron Hale 16 days ago in BOE Pro 0 Future consideration

Remember collapsed and Expanded state for BOE View and Estimates View

Description: Remember the collapsed and expanded state for BOE View and Estimates View Use Case/Example: The User collapses all the PBSs on the BOE or Exanimates View. When they leave the new and return, the tree is fully expanded again.
Aaron Hale 16 days ago in BOE Pro 0 Planned

Access Tags for Locations/Folders (folder rights) Edit folders/location option

Description: The ability to assign access tags to locations. The user cannot see the area to select if they do not have the access tag for that location, and they cannot see the proposal saved in that location even if they have access otherwise. T...
Guest 2 months ago in BOE Pro 0 Planned