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Status Planned
Workspace BOE Pro
Created by Guest
Created on Dec 17, 2025

Total Definitions to the Pivot Grid

Feature Request: Role-Based Totals Definitions in Pivot Grid

Summary:
Add Total Definitions as configurable columns within the Pivot Grid and introduce role-based permissions that control which users can see the totals. This will allow teams to leverage BOE totals directly in the Pivot Grid while ensuring sensitive values (such as total cost) are only visible to authorized roles.

Problem Statement:
Currently, Total Definitions are not available in the Pivot Grid at all. Users cannot analyze or review BOE totals within the grid view and must instead rely on separate reports or manual calculations. This is especially limiting when some reviewers need to work in the Pivot Grid but should not see certain sensitive totals, such as the overall BOE cost. Without the ability to both display Total Definitions in the Pivot Grid and restrict visibility by role, organizations are forced into inefficient workarounds and face increased risk of exposing confidential financial information.

Proposed Solution:
Enable Total Definitions as selectable fields in the Pivot Grid so they can be added as columns or measures in pivot layouts.
Add a single "View Totals" role-level permission to control which user roles or groups are allowed to view the totals.

  • Extend Total Definition configuration to include a permissions section that maps roles/groups to visibility.

  • When rendering the Pivot Grid, evaluate the current user’s role and only display the totals if they have access.

  • For users without access to a specific Total Definition, hide the value.
    Ensure that all exports (e.g., Excel, PDF) and downstream views generated from the Pivot Grid respect the same role-based visibility rules.

Benefits:
Enables users to analyze BOE totals directly in the Pivot Grid without separate reports or manual calculations.
Protects sensitive financial information (such as total BOE cost) by limiting visibility to authorized roles.
Reduces reliance on ad hoc, redacted views and manual processes, improving efficiency and consistency.
Improves support for review workflows where some stakeholders need structural and line-level visibility but must not see overall totals.
Strengthens governance and compliance by aligning totals visibility with organizational role and permission models.

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