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ProPricer BOE Pro Ideas
Status Planned
Created by Guest
Created on Dec 11, 2024

Set a default Curve or require the user to select a Curve when entering an estimate.

Feature Request: Default Curve selection for estimates

Summary:
Introduce the ability in BOE Pro to define a default Curve (or require explicit Curve selection) when entering an estimate, mirroring the existing capability in CE. This ensures every estimate is associated with an appropriate Curve, either by default or by explicit user choice.

Problem Statement:
Today, when creating estimates in BOE Pro, users can proceed without a clearly defined default Curve or enforced Curve selection. This can lead to inconsistent Curve usage, missed Curve assignments, and potential miscalculations or reporting discrepancies. Users familiar with CE expect a default Curve configuration option and experience friction and confusion when that behavior is not available in BOE Pro.

Proposed Solution:
Add configuration options in BOE Pro to control Curve behavior when entering estimates, aligned with CE:

  • Allow administrators to set a default Curve at the appropriate configuration level (e.g., project, template, or system level).

  • Support a “no default” configuration where the Curve field remains blank and the user is required to manually select a Curve before saving or submitting an estimate.

  • Enforce validation so an estimate cannot be finalized without a Curve when the “require Curve selection” option is enabled.

  • Ensure the selected or defaulted Curve is clearly visible and editable in the estimate UI.

  • Maintain parity with CE behavior where possible, so users have a consistent experience across both systems.

Benefits:

  • Reduces errors and omissions by ensuring every estimate has a valid Curve.

  • Improves consistency between CE and BOE Pro, lowering the learning curve for existing users.

  • Enhances data quality for reporting and downstream calculations that depend on Curve definitions.

  • Saves time for users by auto-populating a common Curve while still allowing flexibility when a different Curve is needed.

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