BOE Pro

Feature Request: AI Dela Generative Agent for BOE Drafting, Review, and Update Summary: Introduce an AI-powered assistant (Dela) in BOE Pro that reviews, summarizes, and improves BOE text, validates estimates, and supports interactive, context-...

Feature Request: Missed Workflow Due Date Notifications Summary: Enable automated notifications when workflow step due dates are missed, sending alerts via email and activity feed to Proposal Managers (proposal owners and RAM admins) and the user ...

Feature Request: Control Automatic RAM Workflow Assignment for PBS Summary: Ensure that users are not automatically assigned to workflow steps when adding PBS items from the RAM view. Automatic assignment to workflow steps should only occur when P...

Feature Request: Single Bulk Import for Travel Summary: Provide users with the ability to import all travel-related data in a single action via a multi-tabbed Excel upload, similar to the existing Ram view. This will streamline data entry for comp...

Feature Request: Incremental AI Formula Detection in BOE Summary: Enable the AI formula detection capability in the BOE to recognize and process only newly added formulas when rerun, without reprocessing or altering formulas that were previously d...

Feature Request: Configure Dates and Curve on Formula Confirmation Screen Summary: Allow users to set the start date, end date, and curve directly on the formula confirmation screen, reducing navigation and clicks required to finalize formula conf...

Feature Request: BOE Activity Feed Updates for Variable Changes Summary: Add automated activity feed entries to each impacted BOE whenever a variable in proposal properties is changed. The entry should clearly indicate that a variable used in the ...

Feature Request: Notify BOE workflow participants from Cost Impact Confirmation Summary: Add an optional checkbox to the Variable BOE Cost Impact Confirmation popup labeled "Notify BOE workflow participants," which when selected will trigger an em...

Feature Request: BOE Cost Impact Confirmation Popup Summary: Display a confirmation popup whenever a change to a proposal-level variable will affect the cost of one or more BOEs. The popup should list all impacted BOEs and require explicit user co...

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...