BOE Pro

Feature Request: Configurable PBS and Task BOE Sections Summary: Enable administrators or users to configure which sections appear in PBS-level versus task-level Basis of Estimate (BOE) records. This would allow each BOE level to present only the ...

Feature Request: Add Author Name as Optional CE Submission Field Summary: Enable users to include the BOE author’s name as an optional field when submitting to CE. This would give CE users better visibility into who originally created the BOE and ...

Feature Request: Show Expected Total Per Formula in Authoring View Summary: Enable users to view the expected total alongside the currently allocated total for each formula in the Authoring View. This will make it easier for estimators to understa...

Feature Request: Filter resource selection by rate type Summary: Enable the resource picker to automatically filter available resources based on the selected formula result type. This helps users find the correct resources faster and ensures the l...

Feature Request: Multi-level BOE authoring support Summary: Enable the authoring view to support multi-level BOEs where a parent BOE description is entered at the PBS level and each underlying task includes its own BOE text, justification, and est...

Feature Request: Confirmation and cascading deletion for BOE-linked calculations and estimates Summary: Prompt users when deleting BOE text that is linked to calculations and provide an option to automatically remove the associated calculations an...

Feature Request: Combined Bulk Estimate Import File Summary: Provide a single combined import capability that allows estimators to upload all estimate-related data (WBS, tasks, resources, and hours/cost spreads) in one file, instead of managing mu...

Feature Request: Task Column Totals and Visible Task Descriptions Summary: Enable a total row when tasks are displayed in columns on the estimates view and make the task description visible within each tile beneath or alongside the task name. This...

Feature Request: Auto-Adjust Estimates When Task Period Changes Summary: Enable the system to detect when a task’s period of performance is modified and automatically adjust any associated estimate dates that fall outside the new task period, prom...

Feature Request: Default Auto-Fill for Blank Resource Fields on Import Summary: Enable the import process to automatically populate blank Resource fields with a predefined default value. This ensures imported records remain complete and consistent...