Description: After uploading a document, the user may need to download it to make edits or send it via email. Use Case/Example: The user created a document from a template that already has document sections. One of the sections is out of date, and...
Description: Add an admin in each RAM Group. These admins can manage the RAM where the Group is assigned on the RAM. These RAM group admins see elements on the RAM view that their group is assigned to. Use Case/Example:
Guest
17 days ago
in BOE Pro
0
Future consideration
Do not allow the creation custom resource fields if that field already exists as a global.
Description: Validate the creation of proposal level resource fields against the global Resource field list. Proposal level resource fields cannot have the same name as a global field. Use Case/Example:
Description: Add functionality to proposal CERs to allow for CER derivatives to be applied or assigned to different areas on the proposal via Task Selection. Use Case/Example: I set up a multi-derivative CER, but I want each derivative value to be...
Guest
17 days ago
in ProPricer 9
0
Future consideration
Description: Add a setting to the system setting to auto deactivate the user if they have not logged in a set number of days. Add a configurable notification new for the user that they will lose access if they don't log in. Use Case/Example:
Notify User when Leaving the RAM, if any workflow role remains unassigned.
Description: Notify the user when they try to leave the RAM without assigning all the users to the workflow steps. Use Case/Example: It's easy to forget to go to the user workflow assignment after adding the RAM groups.
Allow to save BOEs to the Library when the Proposal does not have workflow
Description: When a proposal does not use workflow, there is currently no way to save those BOEs to the Library. Use Case/Example: Often, small proposals will not have workflow steps, but those BOEs are useful for the library.
Aaron Hale
4 months ago
in BOE Pro
0
Future consideration
