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

BOE Name and Resource Templates Proposal property level vs system level

Proposal Templates: We can set some global parameters in BOE Pro one is what is contained in the Resource ID field. Currently, we have it set to [Resource Name][Cost Center]. It would be valuable for this to be adjusted to set at the proposal level as this setting drives the Resource ID field in CE. Some proposals might want to include other resource fields or only use a single selection. This would also be an option in a proposal as well if it wasn't created from a template in BOE Pro.

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Can BOE Naming template be moved to the Proposal settings on the BOE Section Tab

Merged
***Please reassign this ticket to Heather Neiger as Sam is retiring*** Every proposal will have a preference, controlling this Globally is nice for a default, but realistically should be at the proposal level.
almost 2 years ago in BOE Pro 0 Planned