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ProPricer BOE Pro Ideas
Status Planned
Created by Guest
Created on Jun 17, 2025

Remember the collapsed and expanded tree state for BOE View and Estimates View and location selection.

Feature Request: Persist PBS tree state and selection in BOE/Estimates views

Summary:
Enable the application to remember the expanded/collapsed state of the PBS tree, as well as the currently selected node and location, in both the BOE View and Estimates View. When users navigate away and return, the views should restore to the same tree configuration and selection they previously had.

Problem Statement:
Currently, when users collapse or expand PBS nodes in the BOE View or Estimates View and then navigate away, their tree configuration and selected node are not preserved. Upon returning, the tree resets, forcing users to re-collapse or re-expand nodes and reselect their working location. This is inefficient, disrupts user focus, and is particularly frustrating in large PBS structures where recreating the desired view state is time-consuming and error-prone.

Proposed Solution:
Persist view state for the PBS tree in both BOE View and Estimates View, including:

  • The expanded/collapsed state of each PBS node.

  • The currently selected PBS node.

  • The selected location or context within the view.

When the user returns to BOE View or Estimates View (within the same project/context), automatically restore:

  • The same tree structure (which nodes are expanded vs. collapsed).

  • The previously selected PBS node as the active selection.

  • The previously selected location filter or setting, if applicable.

State persistence should be scoped per user and per project/context, so individual preferences do not affect other users. The state should be updated whenever the user changes the tree configuration or selection.

Benefits:

  • Reduces repetitive navigation and configuration effort in BOE and Estimates views.

  • Improves usability and user satisfaction by maintaining continuity of work.

  • Enhances productivity, especially for users working with large and complex PBS hierarchies.

  • Decreases the likelihood of mistakes caused by losing track of the intended PBS node or location after navigation.

  • Attach files
3 MERGED

Persist PBS Selection Across BOE and Estimates Views

Merged
Feature Request: Persist PBS Selection Across BOE and Estimates Views Summary: Enable the application to remember and persist the user’s selected PBS element when switching between the BOE view and the Estimates view, so that the same PBS item rem...
11 days ago in  0 Planned