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Agentic AI for Fomula Generation

Description: 1 Add AI logic to the formula generation engine to automatically deselect formulas that likely contain dates or unrelated text data. 2 Add AI-based naming logic to automatically rename each formula with a descriptive name and descript...
Aaron Hale 10 days ago in BOE Pro 0 Planned

Need the ability to track concurrency

Description: Need the ability to track max number of concurrent users Use Case/Example: Being able to see how many concurrent users information will the business when they need more or less licenses
Aaron Hale 8 months ago in Authorization Server 0 Shipped

BOE Reports: BOE's with Unassigned Estimates should not Print on Reports

BOE Reports: A BOE that has an error is able to be printed; however, the errored resources don't print in the BOE. Recommend that the BOE isn't able to be printed if there are errors. See attached example: Picture 2 shows BOE view error Picture 3 ...
Guest about 1 year ago in BOE Pro 0 Future consideration

Pagination for the Connect for Web

Pagination for the will return a set number of items per page when retrieving the proposal list. The purposes are to be able to retrieve large data sets faster. The primary data set is the proposal list.
Aaron Hale 9 months ago in Connect for Web API 0 Planned
3 MERGED

BOE Linking

Feature Enhancements: 1. Set Default BOE Level: Enable users to configure a default BOE Level for new proposals created from CE, streamlining the creation process and ensuring consistency.2. Select BOE Level: Provide an option to select a BOE Leve...
Guest about 1 year ago in BOE Pro 0 Planned

Define formulas: A place to define commonly used variables that would be able to be auto detected

Define formulas: Have predefined variables that we use throughout the proposal (example: FTE FullTimeEquiv is standard hours per month) so that the autodetect formula feature would detect that it is a formula (example in BOE: 1 FTE*12mo) There are...
Guest 11 months ago in BOE Pro 0 Future consideration

Able to select multiple choices in the drop down when using a list for a BOE section

BOE Sections & BOE View When using a list for a BOE section, the current functionality is to allow only 1 selection. Recommend being able to select multiple choices in the drop down.
Guest about 1 year ago in BOE Pro 0 Future consideration

Bring back Pivot table for Connect for Office

No description provided
Guest about 1 year ago in Connect for Office 0 Shipped

Import MS Project with Additional Assignment Mapping

The Assignment Mapping tab when importing from MS Projects file is limited to 1 field. Would like to expand this to 2 or more fields from the Resource Sheet data.
Guest over 1 year ago in ProPricer 9 0 Future consideration