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ProPricer Ideas Portal
Status Shipped
Workspace BOE Pro
Created by Guest
Created on May 1, 2024

Resource Field Mapping

* Can the ability be added to change view of Resource Fields?

i.e. This page on the Estimates View when adding Resource. Can the ability be added to rearrange the order of the fields? Cost Center is required first for RMD (when creating from CE) and it is currently in the 7th position. Ideally we would have it 1st.

* BOE Pro does not inherit 'Required' status for External Resource Fields
* External Resource Fields also can't be marked as required after creating the proposal.
* Resource Field Mapping does not work in Quick Add. Is that intentional? If yes, will it ever work in quick add?
* (add to Estimates view)Ability to move columns/fields around when creating resources to better align with business settings to allow for better flow of data. For example, being able to move Cost Center to the top of the resource screen vs being down below. In some cases, cost center will drive the resource being selected and needing to scroll down to select the cost center isn't efficient. This is functionality that CE has. Also be able to set up in the template the orientation for this section – not every BU would use these or call them something different.
* I imported a proposal from CE where I made some summary fields and some resource fields required. The summary fields came across as required as expected. The resource level fields didn't come across as required. Recommend that required resource level fields are reflected the same way in BOE Pro. (see two images from CE and BOE PRO with required fields)
* (Add Resource mapping in BOE there is a backlog item) (Summary Field mapping) Cost Center validation: Import Export capabilities - being able to tie cost center to resource (Resource fields mapping in CE capability in BOE PRO)

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