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

Recommend the BOE resets back to the start when a new BOE version is created

BOE View: When creating a revision of a BOE, once a BOE has been approved, the new BOE doesn't default to the first step in the workflow process. I recommend the BOE resets to the start when a new BOE version is created. In the screenshot, the 2-(Current) is the new BOE version, which still shows the final workflow step. As an estimator, I made the new BOE version, but the final approver and the initial approver need to reject the BOE to get it back to the first step.

Support said: "When the version is created automatically, it will sync with ProPricer, and the Workflow step will be the first step automatically. However, if done manually, it will not reset. I reached out to our Product Management team regarding this, and they have informed me to put in an Enhancement Request."

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