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User Setting for quick adds

Remember the User Setting for Quick adds. For example, if a user pins a column and closes quick adds. The next time they open the quick adds remember the user settings.
Guest about 1 year ago in  0 Planned

Column Permissions for all non-required columns

Permission List for hiding all non-required columns. Example: The "Accounting Calendar" appears for the Estimators/Bidders? There is not need for them to have access to this column.
Guest about 1 year ago in  0 Future consideration

The ability to add by amount on the first add

The first time adding a resource I can only edit the %. But when you edit the resource you can change the amount
Aaron Hale about 1 year ago in  0 Future consideration

BOE Name and Resource Templates Proposal property level vs system level

Proposal Templates: We can set some global parameters in BOE Pro one is what is contained in the Resource ID field. Currently, we have it set to [Resource Name][Cost Center]. It would be valuable for this to be adjusted to set at the proposal leve...
Heather Neiger about 1 year ago in  0 Planned

All screens should be able to resize & adjustable like CE

Screens like the workflow log, edit resource, etc. are unable for the user to resize to see more of the data at once. Recommend the user being able to resize the screens like CE.
Heather Neiger about 1 year ago in  0 Planned

RAM quick add and bulk import

Add the ability to do a quick add for the responsibility group. Ability to assign workflow to each BOE using a bulk import. Ability to import the RAM, responsibility and workflow set-up using a single bulk import.
Heather Neiger about 1 year ago in  1 Planned

When creating a proposal template, allow for the integration tab to be created within the template

When creating a proposal template, allow for the integration tab to be created within the template. Currently, only the Data Server can be selected with the remaining fields being populated when a proposal is created. This will allow for rate tabl...
Heather Neiger about 1 year ago in  0 Planned

Ability to create a formula and assign resources in a single screen vs multiple screens

BOE View: Ability to create a formula and assign resources in a single screen vs multiple screens. Ability to split/allocate a formula to multiple resources in a single screen.
Heather Neiger about 1 year ago in  0 Planned

BOE workflow / Audit Log

Is it possible to print the Workflow log in a single report for each BOE. We would like to be able to see Advance/Reject in a column in the log. There might be an enhancement in the que already for an audit or workflow type report.
Heather Neiger about 1 year ago in  0 Planned

Add functionality to make all BOE sections required at one time vs making each section required.

Proposal Properties: Add functionality (maybe a button) to make all BOE sections required at one time vs making each section required one at a time
Heather Neiger about 1 year ago in  0 Planned