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
9 days ago
in BOE Pro
0
Future consideration
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
9 days ago
in ProPricer 9
0
Future consideration
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:
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.
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...
Allow to save BOEs to the Library when the Proposal does not have workflow
Description: When a proposal does not use workflow, there is currently no way to save those BOEs to the Library. Use Case/Example: Often, small proposals will not have workflow steps, but those BOEs are useful for the library.
Aaron Hale
4 months ago
in BOE Pro
0
Future consideration
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
18 days ago
in BOE Pro
0
Future consideration
