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ProPricer BOE Pro Ideas
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User alerts and monitoring

Description: Add the ability to see when users are logged into BOE Pro. Also a popup or alert to let users know that a planned outage will be happening. Use Case/Example: When a planned upgrade is going to take place have a popup that users have t...
Guest 9 days ago in  0 Planned

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 9 days ago in  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 3 months ago in  0 Planned

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 26 days ago in  0 Planned

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 2 months ago in  0 Planned

Set a default Curve or require the user to select a Curve when entering an estimate.

Description: The ability in CE to set a default Curve is needed in BOE Pro; the default curve can also be blank, requiring the use to select one. Use Case/Example:
Guest 8 months ago in  0 Planned

Add formula total to the total to the BOE text

Description: Include the total in BOE text. Use Case/Example: Right now, the user has to manually add the total number to the BOE text, and if the calculation is updated, the total is not also updated. The calculation needs to automatically includ...
Guest 8 months ago in  0 Planned

Auto Numbering for PBS and Task.

Description: Need the ability to auto number for a specific PBS level and have the Tasks under that PBS level auto number. Dragging a PBS to a different location/order will update the numbers and the task numbers under it. Counting from top to bot...
Kenny Louden 6 months ago in  0 Planned

Remember collapsed and Expanded state for BOE View and Estimates View

Description: Remember the collapsed and expanded state for BOE View and Estimates View Use Case/Example: The User collapses all the PBSs on the BOE or Exanimates View. When they leave the new and return, the tree is fully expanded again.
Aaron Hale about 2 months ago in  0 Planned

ESI Esport Results to Excel Button on the Actuals Tab

Description: ESI Export Results to Excel Button on the Actuals Tab. Use Case/Example: The User will need to see all the results in Excel quickly.
Guest 3 months ago in  0 Planned