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Summary Field Mapping and Summary Field List Values Sync

Description: Summary Field Mapping and Summary Field List Values Sync Use Case/Example: The user needs to maintain a set of summaries of fields and their mapping in CE, and sync that mapping and the summary field list values from CE.
Guest 2 days ago in BOE Pro 0 Future consideration

Estimates not removed after formula removed.

Description: Add a setting in the proposal properties to cascade delete estimates when a formula is deleted. Use Case/Example: The user goes to the Calculations tab and deletes a formula; they expect that the estimates connected to the formula and...
Aaron Hale about 4 hours ago in BOE Pro 0 Future consideration

Adding labor categories to section apart from hour calculations/formulas

Description: Double-clicking a formula in the Section view opens the Add Estimate window, where the estimator can add resources, worth leaving the BOE Section. Use Case/Example: Having to go to a different screen to enter estimates creates extra c...
Aaron Hale about 4 hours ago in BOE Pro 0 Future consideration

User Roles Access for Authorization Server.

Description: Allow Role Based Access in Authorization Server Use Case/Example: Certain user will have access to add new users to Authorization Server but not add, update, or even see licenses.
Guest 8 days ago in Authorization Server 0 Planned

Access Tags for Locations/Folders (folder rights)

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. U...
Aaron Hale 18 days ago in BOE Pro 0 Planned

Lockable Product Libraries

Description: Add permissions to lock a product library. Allowing a library to remain in materials but unable to change costing and bom data Use Case/Example: When associated costs or BOM structure changes for a product the previously quoted bom sh...
Guest 7 days ago in ProPricer 9 0 Future consideration

Limit access to PP Imp/Exp tool in 9.5

Description: Now that PP Imp/Exp is no longer an add-on in excel. We need functionality to treat it like other import / export functions. Use Case/Example: We have a API that controls data imports, users should not be utilizing the pp imp/exp tool...
Guest 8 days ago in ProPricer 9 0 Future consideration

Modifiable Field(s) in Proposal List Screen

Please allow edits to Proposal User Fields directly within the Proposal List Screen. Currently, when double-clicking "proposal" in the navigation pane, it pulls up a full list of proposals. Within that field are many of the proposal properties men...
Jake Jenkins 8 days ago in ProPricer 9 0 Future consideration

ESI Esport Results to Excel Button on the Actuals Tab

Description: ESI Export Results to Excel Button on the Actuals Tab. Use Case/Example: The User will need to see all the results in Excel quickly.
Guest 17 days ago in BOE Pro 0 Planned

ESI Option to insert the skill mix table/the Query values into different sections

Description: Need the ability to insert the skill mix table and query formatted results into different sections of the BOE. Use Case/Example: The query-formatted results go in the actuals date section of the BOE, and the Skill Mix table goes into ...
Guest 18 days ago in BOE Pro 0 Planned