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ProPricer BOE Pro Ideas
Status Planned
Created by Guest
Created on Jul 29, 2025

Cascade Delete BOE and Resources

Feature Request: Cascade deletion of BOE-related resources

Summary:
Enable automatic cascade deletion of all BOE‑linked elements (such as resources, travel, and other cost items) when a BOE is deleted from a proposal. This ensures that removing a BOE also removes its dependent items in a single action, keeping the proposal clean and consistent without additional manual cleanup.

Problem Statement:
Currently, when a BOE is deleted from a proposal, any associated elements (resources, travel entries, and other related items) remain in the proposal. Users must manually identify and remove each of these dependent items, which is time-consuming and prone to error. This can lead to orphaned data, inconsistent proposal structures, and incorrect cost or resource calculations if associated elements are overlooked.

Proposed Solution:
Implement a cascade delete mechanism for BOEs within a proposal:

  • When a user deletes a BOE, automatically identify and delete all elements that are explicitly assigned to that BOE (e.g., resources, travel, and other linked cost items).

  • Provide a confirmation dialog summarizing what will be deleted (BOE + count or list of associated elements) so users understand the impact before confirming.

  • Ensure that only items directly tied to the deleted BOE are removed; elements shared with or linked to other BOEs or proposal structures should be preserved.

  • Optionally provide an audit log or activity record noting the BOE deletion and the associated elements that were removed.

  • If any element cannot be safely deleted (e.g., referenced elsewhere), clearly indicate this to the user and preserve those items with appropriate messaging.

Benefits:

  • Reduces manual cleanup effort when removing BOEs from proposals.

  • Minimizes the risk of leaving orphaned resources, travel entries, or cost items that distort proposal data.

  • Improves data integrity and consistency across proposals by keeping BOE structures and related elements aligned.

  • Speeds up proposal maintenance and iteration, especially for complex proposals with many BOEs and linked elements.

  • Enhances user confidence and satisfaction by making BOE deletion behavior predictable, transparent, and efficient.

  • Attach files
2 MERGED

Estimates not removed after formula removed.

Merged
Feature Request: Cascading deletion of estimates when formulas are removed Summary: Introduce a configurable setting in proposal properties that automatically removes associated estimates and formula markers when a calculation formula is deleted. ...
Guest 9 months ago in  0 Planned