System settings

Change your system settings to standardize report titles, resource IDs, BOE names, and the proposal text font. You can also choose the ProPricer 9 login type you will use to retrieve data from ProPricer Contractor Edition.

Report text

These same settings are in the Information proposal settings. Whenever you create a new proposal, the report title and footer from your system settings appear there by default. If you run a report on a proposal, the title and footer come from the proposal's settings.

The Title Line 1 and Title Line 2 settings can use variables for your company name and the report name. To print the name of your company, type [Company Name] as a variable. To print the name of the report being run, type [Report Name].

Resource ID naming

A resource ID is the identity of a resource when you add it to a proposal from a direct rate table. Since the resources in direct rate tables already have names, unique IDs let you use the same resource from a table multiple times in a proposal.

The Resource ID Template setting standardizes the naming of resource IDs, which ensures consistency and prevents mistakes. When any user adds a resource to a proposal, its ID is named automatically based on this setting.

The ID template can be a combination of your own text with the following variables:

  • [Accounting Calendar]
  • [Custom Resource Field]
  • [Indirect Pool]
  • [Input Type]
  • [Rate Band]
  • [Resource Code]
  • [Resource Description]
  • [Resource Name]
  • [Resource Type]

The variables will be replaced with the corresponding information for each resource in a proposal.

For example, the template [Resource Name] - ([Indirect Pool]) would create a resource ID that looks like Program Manager - (Admin).

By configuring the Estimates permissions for a role, you can prevent users from changing resource IDs in proposals. Go to the Edit Resource ID feature and clear the Edit permission.

BOE naming

When you add a new BOE to a proposal in BOE View, it automatically gets an ID number, but it also needs a name. You can type a name each time, or create one automatically based on the BOE Name Template setting. Like the Resource ID Template setting, the BOE Name Template setting lets you standardize new BOE names.

The BOE name template can be a combination of your own text with the variables [Parent Name] and [Parent Description]. The variables will be replaced with the name and description of the PBS element or task that contains the BOE.

For example, the template [Parent Name] - ([Parent Description]) would create a BOE name that looks like 1574.101.01 - (Project Management).

Font settings

The Font and Font Size settings apply to the BOE text in all proposals.

If a proposal or its BOE sections need different looking text, you can override the system-level font in the proposal settings. Go to the Estimates tab to set the proposal-level font. Go to the BOE Sections tab to set the section-level font.

Predictive text in BOEs

The Predictive Text system setting applies to the BOE text in all proposals. When it is enabled, predictive text may appear while typing information in BOE sections.

Every proposal also has a Predictive Text setting that overrides the system setting. In the proposal settings, go to the Estimates tab to enable or disable predictive text in the proposal's BOEs.

ProPricer 9 login type

The Login Type setting determines how you log into your ProPricer Contractor Edition data server.

  • ProPricer: Log in with CE credentials. Your username and password are required.
  • Windows: Log in with Windows credentials. Only your username is required.
  • Windows Interactive: Log in with Windows credentials. Your username and password are required.
  • Azure Active Directory: Log in with Azure AD credentials. Once you log into Azure, neither your username nor password are required.

Receive sent email notifications

This email notification setting applies to notifications for workflow actions and notifications from the System activity feed.

To receive notifications, BOE Pro must be configured to send them to your email server. During the BOE Pro installation and deployment process, you must enter valid SMTP settings in the web API appsettings.json configuration file.

When a user performs an action, such as advancing a workflow step, an automatic email notification may be sent to other designated users or activity feed followers. Enable the setting to also send the email to the person who did the action.

Click Test to send a test email to a specified address using the email configuration settings applied during the BOE Pro installation and deployment process.