All ideas

Description: Now that we support a named Sheet in the Excel Bulk template, that makes it suitable to have just one file with multiple sheets for each entity and process a bulk import on multiple types - pbses, tasks, resource, resource estimates e...

Description: Currently the process is matching library data by name, but it would be better if the user is provided with a window similar to Audit page where he would be able to select by himself the matching. If a there is a matching item by name...

***Please reassign this ticket to Heather Neiger as Sam is retiring*** Every proposal will have a preference, controlling this Globally is nice for a default, but realistically should be at the proposal level.

When adding a new approver need a way to assign them on many proposal once.

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Add summary tasks to BOE Pro and make sure they work with CERs and ERs

Implement the capability to automatically hide BOE list values that lack corresponding text section mappings. This automation should streamline user workflows by eliminating the need to manually check and hide irrelevant sections, thereby reducing...

Feature Idea: Introduce Offline BOE Templates in BOE Pro to allow users to create and manage Basis of Estimates (BOEs) without requiring an internet connection. Users can download templates for offline use, make necessary edits, and save their pro...

This feature enhances the proposal sync process in BOE Pro by allowing users to select which CERs from ProPricer CE to include during synchronization. It improves flexibility and transparency by adding a granular control mechanism and detailed rep...