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Tree-view for BOE List

Description: Request to add the capability to maintain the tree view from the BOE view when navigating to the BOE List View. This feature would allow users to retain the hierarchical structure and expanded/collapsed state of items for continuity a...
Guest about 23 hours ago in BOE Pro 0 Planned

Map BOE Sections when Copying BOE.

Feature Request: Map BOE Sections When Copying BOE Description: When users copy a Basis of Estimate (BOE) to create a new proposal, the new proposal may have a different set of BOE sections or section names compared to the original. This feature w...
Guest 9 days ago in BOE Pro 0 Future consideration

Option to Revert to previous version of the BOE.

This option allows users to restore a previous version of the Basis of Estimates (BOE), providing flexibility to undo recent changes or recover from errors. Purpose: To enable users to easily revert the BOE to any prior version of the BOE reduci...
Guest 6 days ago in BOE Pro 0 Future consideration

View the Amount, Direct Cost, and Price by type.

Description: Add a popup tooltip to the BOE List that appears when hovering over the Amount, Direct Cost, or Price cells. The tooltip will show a breakdown of the cell's value by resource type. Use Case/Example: When a user mouses over any Amount,...
Guest 14 days ago in BOE Pro 0 Planned

BOE Text Editor

Description: Update the Text Editor in BOE Pro to match the functionality and features of Cost Volume Pro. Use Case/Example: The current text editor's table functionality has issues, causing formatting and usability problems. Aligning the editor w...
Guest about 1 month ago in BOE Pro 0 Planned

Automate Proposal View by Assignment

Description: Automate who has access to the proposal when they are assigned with in the Workflow/ RAM, Owners, assigned admin. Use Case/Example: Currently there is no way for the people assigned in properties to see they are assigned to the propos...
Mikala Stephenson 9 days ago in BOE Pro 0 Future consideration

Lock BOE Content in the Workflow

Description: We need the ability to lock down the BOE content but not lock down the workflow. Use Case/Example: Once the Author has complete the BOEs and Estimates they are unable to move the workflow when it is locked. We are needing the ability ...
Mikala Stephenson 9 days ago in BOE Pro 0 Planned

Single Bulk Import for Travel

Description: Use Case/Example:
Guest 3 months ago in BOE Pro 0 Future consideration

View all proposals permissions

Description: Add a user permission like ProPricer for All /Limited proposal view, and one for Admin roles that allow support teams to assist users without the need to be added to the proposal. Use Case/Example: We have multiple business units usin...
Guest about 2 months ago in BOE Pro 0 Planned

Cascade Delete BOE and Resources

Description: When a BOE is deleted, all the elements (resource, travel, etc.) assigned to that BOE will be deleted from the proposal automatically. Use Case/Example: Automatically remove all the elements assigned to a deleted BOE to save the user ...
Guest about 2 months ago in BOE Pro 0 Future consideration