Skip to Main Content
ProPricer BOE Pro Ideas
ADD A NEW IDEA

All ideas

Showing 93

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 over 1 year ago in  0 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 over 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 over 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 over 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 over 1 year ago in  0 Planned

Add Resource Code Mapping to Proposal Templates

Description Add the Resource Code Mapping Tab (and ability to Map the codes to resources) to Proposal Templates. Use Case I have the same mapping for all of my resources, and they only change once a year; I need to be able to create all my proposa...
Guest over 2 years ago in  1 Planned

BOE View: Calculation Header Signaling

* Please reassign this ticket to Heather Neiger as Sam is retiring* If estimates are changed outside of the BOE and the original estimates are derived from a formula, BOE Pro captures the difference in a delta column. It would be nice if the Calcu...
Heather Neiger over 1 year ago in  0 Planned

Can BOE Naming template be moved to the Proposal settings on the BOE Section Tab

***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.
Heather Neiger over 1 year ago in  0 Planned

Add Attachments to BOE List.

Description: Would it be possible to add a column to the “BOE List” view in BOE Pro that would show the number of attachments for each BOE? Use Case/Example: The concern is that if an author adds an attachment in a BOE, how would reviewers and app...
Guest about 1 year ago in  0 Planned

Auto Number Tasks

Auto Number Tasks
Guest about 2 years ago in  0 Planned