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Download the documents from the document section.

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 One of the sections is out of date, and...
Guest about 1 hour ago in Cost Volume Pro 0 Future consideration

Single Bulk Import for Travel

Description: Use Case/Example:
Guest 15 days ago in BOE Pro 0 Future consideration

RAM Group Admin

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 15 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:
Aaron Hale 4 days ago in BOE Pro 0 Planned

Section List View in Document Structure

Description: The ability to see the list of sections in the same order as the section view on the section list view Use Case/Example:
Kenny Louden 10 days ago in Cost Volume Pro 0 Future consideration

Proposal CER Derivative Assignments

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 15 days ago in ProPricer 9 0 Future consideration

Auto Deactivate After x Number of days

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:
Guest 15 days ago in Authorization Server 0 Future consideration

Rejected Reason for Workflow

Description: A configurable dropdown list required for why the BOE was rejected Use Case/Example:
Kenny Louden 16 days ago in BOE Pro 0 Future consideration

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.
Guest about 1 month ago in BOE Pro 0 Planned

Access Tags for Locations/Folders (folder rights) Edit folders/location option

Description: The ability to assign access tags to locations. The user cannot see the area to select if they do not have the access tag for that location, and they cannot see the proposal saved in that location even if they have access otherwise. T...
Guest 2 months ago in BOE Pro 0 Planned