BOE Pro

Feature Request: Enhanced RAM Workflow Permissions and PBS Controls Summary: Introduce new configuration options in the workflow and RAM views to manage read-only access, direct child PBS creation, and user assignment more effectively. These enhan...

Feature Request: Streamlined BOE Entry Workflow Summary: Create a guided BOE entry experience that walks users step by step through the full BOE process. The workflow should lead users from proposal selection through BOE setup, task dimensions, na...

Description: Add a user permission like ProPricer for All /Limited proposal view, and one for Admin roles that allow support teams to assist users without the need to be added to the proposal. Use Case/Example: We have multiple business units usin...

Description: Update the Text Editor in BOE Pro to match the functionality and features of Cost Volume Pro. Use Case/Example: The current text editor's table functionality has issues, causing formatting and usability problems. Aligning the editor w...

Feature Request: Configurable validation for BOE calculation discrepancies Summary: Introduce configurable validation options that control how BOE records behave when there are discrepancies between calculated values and direct user inputs. The fe...

Feature Request: Enhanced Value Formatting in Sections Description: Add support for including both "Query Values" and "Actual Values" as formatted sections, with the ability to list all values separated by commas for improved readability and repor...

Feature Request: Add Filters to Users Admin View Overview: Enhance the Users admin view in BOE Pro by adding filter functionality, making it easier for administrators to find and manage users. These filters should work consistently with those foun...

Feature Request: Role-Based Totals Definitions in Pivot Grid Summary: Add Total Definitions as configurable columns within the Pivot Grid and introduce role-based permissions that control which users can see the totals. This will allow teams to le...

Description: Add a popup tooltip to the BOE List that appears when hovering over the Amount, Direct Cost, or Price cells. The tooltip will show a breakdown of the cell's value by resource type. Use Case/Example: When a user mouses over any Amount,...

Feature Request: Auto-include formula total in BOE text Summary: Automatically insert and keep the calculated total in the BOE text so that when underlying values or formulas change, the displayed total in the BOE updates accordingly without manua...