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Ability to set up RAM by Option, CLIN, WBS and any other user fields vs the RAM being singular.

Ability to set up RAM by Option, CLIN, WBS and any other user fields vs the RAM being singular. Both of these examples technically can be done in the the BOE view today, but that requires the estimator to manually set-up each scenario. If the RAM ...
Heather Neiger about 1 year ago in  0 Shipped

Permissions Expansion

*** Please reassign this ticket to Heather Neiger, as Sam is retiring*** Add the ability to control what functionality is available and visible to the estimators within the BOE View. For example, I could turn off the ERs, ER results, and CER tabs ...
Heather Neiger about 1 year ago in  0 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

Resource Field Mapping

* Can the ability be added to change view of Resource Fields? i.e. This page on the Estimates View when adding Resource. Can the ability be added to rearrange the order of the fields? Cost Center is required first for RMD (when creating from CE) a...
Heather Neiger about 1 year ago in  0 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 5 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 5 months ago in  0 Shipped

Add an update from Template Button

When adding a new approver need a way to assign them on many proposal once.
Aaron Hale about 2 years ago in  0 Shipped

Create Task at the BOE View

The ability to create tasks while adding resources to the BOE View
Guest over 1 year ago in  0 Shipped

Workflow user assignments at the BOE View

When a user creates a PBS, who is not a RAM admin, add them to the first step of the workflow automatically and create a popup so they can select the users assigned to the other steps of the workflow for that PBS. Users should only be able to sele...
Guest over 1 year ago in  0 Shipped

Tab view default

Make the tab view the default BOE View
Aaron Hale about 1 year ago in  0 Shipped