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ProPricer Ideas Portal
Status Future consideration
Workspace BOE Pro
Created by Guest
Created on Feb 12, 2026

Add Resource Class to the Pivot Grid in BOE Pro

Feature Request: Add Resource Class to BOE Pro Pivot Grid

Summary:
Enable users to include Resource Class as a dimension in the BOE Pro pivot grid so they can analyze hours by month grouped and filtered by resource classes.

Problem Statement:
Currently, users cannot pivot hours by Resource Class in BOE Pro. This limitation prevents them from easily understanding how different categories of resources (e.g., roles, labor categories, or skill groups) are utilized over time. As a result, users must export data and manually manipulate it in external tools to get class-based monthly views, which is time-consuming, error-prone, and reduces confidence in the data.

Proposed Solution:
Add Resource Class as an available field/dimension in the BOE Pro pivot grid configuration.
Allow users to place Resource Class on rows, columns, or as a filter, in combination with time (month) and hours measures.
Ensure Resource Class values respect existing security and data visibility rules.
Support sorting, grouping, and aggregations by Resource Class so users can see total hours per class by month and drill into underlying records where applicable.
Include Resource Class in saved pivot views so users can quickly return to their preferred analysis layouts.

Benefits:
Enables quick analysis of hours by month across different resource categories.
Reduces reliance on external tools and manual data manipulation.
Improves decision-making around staffing, capacity planning, and cost allocation by resource class.
Increases reporting flexibility and user satisfaction with BOE Pro’s built-in analytics capabilities.

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