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ProPricer BOE Pro Ideas
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Auto Timeout and Settings

* Auto Timeout: Automatically logs out users after a predefined period of inactivity. The duration should be adjustable by system administrators.* Customizable Timeout Settings: Administrators should be able to set and modify the timeout duration ...
Kenny Louden over 1 year ago in  1 Planned

Option to include workflow log and reset steps when proposal is copied (log not included default)

Description: Add an option to include the workflow log when copying a proposal in BOE Pro. By default, the log is excluded, but users can opt to include it. Also add an option to reset the workflow steps in the copied proposal, ensuring a clean wo...
Kenny Louden 9 months ago in  0 Planned

Unlock Proposal in Multiple Places

Add the ability to unlock the proposal to the breadcrumb and the proposal hover menu.
Guest about 1 year ago in  0 Planned

Recommend quick add functionality allow to add multiple CERs at a time

CER View: The Quick Add functionality in the CER view allows a user to add tasks and WBS to the proposal which seems out of place. Recommend quick add functionality allow to add multiple CERs at a time
Heather Neiger about 1 year ago in  2 Planned

Header default to the title of the section instead of needing to re-enter it.

BOE Sections: Would be nice if the Header defaulted to the title of the BOE section instead of needing to re-enter it. For Task Description, the header would default to Task Description. (see screenshot) Proposal Properties: Each BOE section has a...
Heather Neiger about 1 year ago in  0 Planned

Default Views for the Pivot Grid like CE has for default pivot items

*** Please reassign this ticket to Heather Neiger as Sam is retiring*** Standard Data views: * Hours/Units/Costs By PBS, Task and Resource* BOE Names BY RAM* Formulas by PBS, Task and Resource* Etc.
Heather Neiger about 1 year ago in  0 Planned

ER's Library

That ability to have a predefined set of ERs can be selected at the BOE.
Guest about 1 year ago in  1 Planned

Automatically unlock Proposal and BOE when changes are synced from Contractor Edition

Implement an automatic unlocking mechanism for Proposals and BOEs when changes are synced from Contractor Edition. This feature should ensure that any updates made in the Contractor Edition are immediately reflected and editable in the correspondi...
Aaron Hale about 1 year ago in  0 Planned

Do not force text format in Header/Footer BOE Sections.

Currently, the text format in the Header and Footer sections of the Basis of Estimate (BOE) documents is fixed when the "Lock Font Settings" is toggled on, limiting users' ability to customize these sections according to their needs. Propose an en...
Guest about 1 year ago in  0 Planned

Add formula name popup bubble in BOE Section test

A BOE with multiple formulas can be difficult to trace to the Calculations tab. Having a formula display its associated name on the Calculations tab when hovering the mouse pointer would be helpful.
Curtis Miller about 1 year ago in  0 Planned