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Change log similar to CE

Add functionality similar to the change log in CE to see when estimates were changed in the system. This would include the name and time stamp of when a change would be made.
Heather Neiger about 1 year ago in  0 Planned

Option to customize Dashboard

Similar to the BOE View screen where the user has an option to customize what items are seen at the top of the page, adding that functionality to the Dashboard will help the users be able to expand the both the estimate and cost by year screens at...
Heather Neiger about 1 year ago in  0 Planned

BOE Reports: Add workflow approval and finalized date plus the approvers name

BOE Reports: Add workflow approval and finalized date plus the approvers name in the work authorization section of the Bid Cost Worksheet? Show who approved the BOE and when, like a time stamp.
Heather Neiger about 1 year ago in  0 Planned

Auto Number Tasks

Auto Number Tasks
Guest over 1 year ago in  0 Planned

Link Text to Existing Formula

Enable users to link text within the BOE section to existing formulas in BOE Pro.
Aaron Hale about 1 year ago in  0 Future consideration

Auto-Hide for Menu and Blue Top Bar

To make more room on the screen, auto-hide the topbar with an option to turn autohide on or off. Proposed function. * A button on the blue bar enables/disables autohide.* When autohide is enabled, the top bar auto hides after 5 sec with more mouse...
Aaron Hale about 1 year ago in  0 Future consideration

Proposal User Fields from CE

Proposal User Fields from CE
Aaron Hale almost 2 years ago in  0 Planned

Enable Filtering by default

Enable the default filter row on all grides, and remember user settings.
Aaron Hale about 1 year ago in  0 Planned

Customer View of BOE in POE Pro

Customer View of BOE in POE Pro
Aaron Hale about 1 year ago in  0 Future consideration

Set Different Levels for SOW and BOE in the proposal properties.

The options are confusing, specifically the option Task means for SOW on both and BOE-only Task. I think it will be better if we have separate options for Link SOW and Link BOE.
Aaron Hale about 1 year ago in  0 Planned