Skip to Main Content
ProPricer BOE Pro Ideas
ADD A NEW IDEA

All ideas

Showing 21

Add Proposals I own to the My Proposal list on the dashboard.

Description: Add all the proposals I own to the list of My Proposals on the dashboard Use Case/Example:
Guest about 2 months ago in  0 Shipped

When will the ability to submit proposals to a specific location in CE be introduced?

Please reassign this ticket to Heather Neiger as Sam is retiring Currently proposals submitted from BOE PRO only submits to the root location, meaning users then need to drag it to their desired folder.
Heather Neiger about 1 year ago in  0 Shipped

Task and Resource Creation

Please reassign this ticket to Heather Neiger as Sam is retiring Merge into 67 and check 47 Can't create a Task via BOE view, but can create a Resource. Need to have both capabilities. Can Estimators be able to enter a PBS?
Heather Neiger about 1 year ago in  0 Shipped

Can Additional Fields be Submitted to CE from BOE Pro

Limited BOE information is passed from BOE Pro to CE...can more information be sent to CE. Reporting in BOE PRO is very limited, which will result in most reporting occurring in CE. For example, BOE ID, BOE Status, Author, Approver, formula name, ...
Heather Neiger about 1 year ago in  1 Shipped

Location really should act like folders.

Description: Location really should act like folders. Cost Volume Pro has the UI that I would like regarding this topic (although admittedly not sure if folders within folders will show up under the parent folder or not in CVP) Use Case/Example:
Heather Neiger 3 months ago in  0 Shipped

Locations within a Location should show up within that Parent location, not at the same level.

Description: Locations within a Location should show up within that Parent location, not at the same level. Use Case/Example:
Heather Neiger 3 months ago in  0 Shipped

Remove the Quick Insert feature from the text area.

Remove the Quick Insert feature from the text area and add it as a menu button to prevent it from blocking text input in its current location.
Guest 10 months ago in  0 Shipped

Select Folder when submitting to ProPricer

When submitting to ProPricer allow the user to select the folder that the proposal will go to In CE.
Aaron Hale 11 months ago in  0 Shipped

Estimate List order: The columns in the estimate list are out of order especially with the monthly spreads.

The columns in the estimate list are out of order, especially with the monthly spreads. May 2024 and June 2024 are captured twice, and the curve, Start Date, End Date, Duration, and Spread Amount all show up in the middle of the data set, too. Thi...
Heather Neiger about 1 year ago in  1 Shipped

Resource Field Mapping

* BOE Pro does not inherit 'Required' status for External Resource Fields* External Resource Fields also can't be marked as required after creating the proposal.* Resource Field Mapping does not work in Quick Add. Is that intentional?* Can the abi...
Heather Neiger about 1 year ago in  0 Shipped