Skip to Main Content
ProPricer Ideas Portal
Status Planned
Workspace BOE Pro
Created by Guest
Created on Dec 16, 2025

Filter Pivot, Reports, and Dashboards by RAM assignments.

Feature Request: RAM-Scoped Reporting and Dashboards

Summary:
Add a role-based permission option that limits pivots, reports, and dashboards so that users only see proposal data for PBS elements where they are assigned as a RAM. This enables broader access to analytics tools without exposing unrelated proposal information.

Problem Statement:
Currently, report and pivot access is effectively all-or-nothing. Users who should be able to analyze proposal data using pivots, reports, and dashboards must either be granted full visibility to all PBS records or be blocked from using these tools entirely. This creates data governance and confidentiality concerns, and prevents a segment of users from leveraging analytics while still respecting assignment-based data boundaries.

Proposed Solution:
Introduce a permission setting that scopes all reporting-related views (pivots, list reports, dashboards, and other data views) to only include PBS items where the user is assigned via the RAM. Specifically:
- When enabled for a role, all report queries automatically filter proposal data to PBS records assigned to that user as RAM.
- Apply this scoping consistently across pivots, list reports, dashboards, and any embedded or linked report views.
- Provide an admin-configurable option in the roles to combine RAM scoping with existing permission models.
- Clearly indicate within the UI that the user is seeing RAM-scoped data (e.g., a banner or filter badge) to avoid confusion about missing records.
- Ensure that if a user is not assigned in the RAM to any PBS in a proposal, their reports return no data.

Benefits:
- Allows a wider group of users to leverage powerful reporting and dashboard capabilities without overexposing proposal data.
- Improves data security and governance by restricting visibility strictly to RAM-assigned PBS records.
- Reduces the need for custom, manually maintained reports per user or team to enforce data boundaries.
- Increases productivity for RAM-assigned users by giving them focused views of just the proposals and PBS items they are responsible for.
- Supports compliance and stakeholder trust by ensuring sensitive proposal information is only visible to appropriately assigned personnel.

  • Attach files