BOE Pro

Feature Request: Copy Skill Mix to Directs with Calculations Summary: Enable users to copy a completed Skill Mix table to the Directs tab and apply a selected calculation to automatically populate resource hours. Problem Statement: Users who creat...

Feature Request: Role-Based Restore Permission Summary: Introduce a dedicated role permission for restoring deleted items. Only users with this permission should be able to undelete records, ensuring that restore actions are limited to authorized ...

Feature Request: Sync resource grouping from CE to BOE Pro Summary: Enable users to assign predefined resource groups from CE to a formula in BOE Pro so the system can automatically distribute total formula hours across the grouped resources based...

Feature Request: Title Font Locking and Settings Summary: Enable users to lock title font type and size in the same way body font settings can currently be locked in BOE Pro. The feature should also provide configurable title font and size setting...

Feature Request: Historical Requirement Validation by BOE Section Summary: Enable administrators to configure individual BOE section list values with a Requires Historical setting so that users are only prompted to provide historical actuals when ...

Feature Request: Persistent Grid Layout Summary: Enable a persistent grid layout that preserves the user’s preferred screen spacing and layout configuration. This feature should ensure that once a user adjusts the layout to create more visible wor...

Feature Request: Restrict Assignable Roles in Workflow Steps Summary: Enable administrators to control which roles can be assigned to workflow steps, so restricted roles such as admin cannot be selected where they are not appropriate. This would h...

Feature Request: Smart Sections Nested Dropdowns Summary: Enable Smart Sections within BOE Pro sections to support multiple levels of nested dropdowns. This would allow users to organize section content in a more structured and streamlined way, ma...

Feature Request: Configurable Customer Statuses and Proposal Visibility Summary: Enable users to create and manage customer-specific statuses and configure the system to hide proposals from list views when they match selected statuses. This gives ...

Feature Request: Exclude Admin-Only Role from Workflow Step Assignment Summary: Prevent admin-only role from appearing in the available-role dropdown when assigning roles to workflow steps. This ensures users can only select appropriate roles for ...