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ProPricer Ideas Portal
Status Shipped
Workspace ProPricer 9
Created by Guest
Created on Sep 2, 2025

BOE Field Sync

Description:
Introduce a new field type in ProPricer that allows multiple fields and their values from BOE Pro to be synced and displayed at both the Task and Resource levels. When a proposal is synced from BOE Pro, all mapped fields and their values are imported and shown as read-only in ProPricer. These fields will be available for sorting and reporting, but cannot be edited within ProPricer. This enhancement extends current functionality, which only supports a single BOE Source field, enabling broader data integration at both Task and Resource levels.

Use Case/Example:
A proposal is prepared in BOE Pro with several custom data fields (e.g., "Work Package Owner," "BOE Review Status," and "Estimate Complexity"). When the proposal is synced to ProPricer, these fields and their values are automatically populated and displayed for each Task and Resource, just like the existing BOE Source field but supporting multiple fields. Users can sort, filter, and report on these imported BOE fields, but cannot modify their content in ProPricer, ensuring data integrity from the original source system.

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