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ProPricer Ideas Portal
Status Planned
Workspace BOE Pro
Created by Guest
Created on May 29, 2024

Recommend quick add functionality allow to add multiple CERs at a time

Feature Request: Bulk CER Quick Add

Summary:
Enable users to add multiple CERs to a proposal at once from the CER view using the quick add functionality. This enhancement would better align the quick add experience with the primary purpose of the CER view and improve efficiency when building proposals.

Problem Statement:
Currently, the quick add functionality in the CER view supports adding tasks and WBS items, which feels misaligned with the user workflow in that area. Users who need to add several CERs to a proposal must do so one at a time, creating unnecessary effort, slowing down proposal setup, and making the process less intuitive.

Proposed Solution:
Update the quick add functionality in the CER view to allow users to select and add multiple CERs in a single action.
Ensure the quick add workflow is focused on CER-related actions that fit the context of the CER view.
Allow users to quickly search for, select, and confirm multiple CERs before adding them to the proposal.
Provide clear feedback if any selected CERs cannot be added due to validation rules or proposal constraints.

Benefits:
Reduces the time and manual effort required to build proposals with multiple CERs.
Improves usability by aligning the quick add experience with user expectations in the CER view.
Streamlines high-volume CER management workflows and makes proposal setup more efficient.

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  • Guest
    Sep 17, 2024

    This should be now Bulk Import for CERs, right?

2 MERGED

Add functionality for the proposal level CERs to be added/imported in the proposal properties screens

Merged
Proposal Properties (Default and Proposal Template in BOE Pro): Add functionality for the proposal level CERs to be added/imported in the proposal properties screens within a regular proposal as well as a proposal template. Similar functionality t...
about 2 years ago in BOE Pro 0 Planned