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ProPricer Ideas Portal
Status Planned
Workspace BOE Pro
Created by Guest
Created on Feb 10, 2026

Time Phased Formulas

Feature Request: Configure Dates and Curve on Formula Confirmation Screen

Summary:
Allow users to set the start date, end date, and curve directly on the formula confirmation screen, reducing navigation and clicks required to finalize formula configurations.

Problem Statement:
Currently, users must switch to the direct tab to modify the start and end dates and adjust the curve for a formula. This creates unnecessary extra clicks, slows down the workflow, and increases friction during what should be a quick confirmation step. Over time, this repetitive navigation reduces efficiency and can lead to user frustration.

Proposed Solution:
Enable editable fields for start date, end date, and curve selection directly on the formula confirmation screen.
Retain the existing values as defaults, but allow users to adjust them inline before confirming the formula.
Ensure changes made on the confirmation screen are fully synchronized with the underlying configuration (so no additional changes are required on the direct tab).
Maintain validation and error handling on the confirmation screen (e.g., invalid date ranges or unsupported curve selections) with clear, actionable messages.

Benefits:
Reduces the number of clicks and screen changes required to configure formulas.
Speeds up the workflow for users who frequently adjust dates and curves.
Improves usability by consolidating key configuration controls in a single confirmation step.
Decreases the likelihood of configuration errors caused by switching back and forth between screens.

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