BOE Pro

Feature Request: Separate Number and Element Name Columns for Excel Import Summary: Enable users to import tasks from Excel using separate columns for PBS/task number and PBS/task name, instead of requiring both values in a single combined cell. T...

Feature Request: Configurable Proposal Submit Location Summary: Allow users to predefine a default submit location on the Integration tab of proposal properties and templates so that proposals are automatically submitted to the selected folder eac...

Feature Request: Persistent Auto Numbering for BOE Items Summary: Ensure that auto numbering for BOE-related items (e.g., Tasks and PBSs) always assigns the next available number in the sequence, even when prior numbers are removed from the propos...

Feature Request: Preserve Import Order with Autonumbering Summary: Ensure that when users import items with autonumbering enabled, the system preserves the original order from the import source (e.g., spreadsheet) and applies numbers according to ...

Feature Request: BOE Version Revert Functionality Summary: Enable users to restore the Basis of Estimates (BOE) to a previous saved version, allowing them to quickly undo unwanted changes or recover from errors. The feature should provide a clear ...

Feature Request: Summary Field Mapping and List Value Synchronization Summary: Enable administrators to centrally define and maintain mappings between BOE Pro summary fields and corresponding CE fields, including their list values. The feature sho...

Feature Request: View Assigned Materials in BOE View Summary: Enable BOE authors to see and select the materials/BOM items assigned to their portion of the PBS directly within the BOE View. This allows them to clearly understand, reference, and ex...

Feature Request: Expand BOEProManager configuration options Summary: Enable BOEProManager to expose the missing configuration parameters needed to semi-automate BOE Pro installation and setup. This should include additional ESI settings, support f...

Feature Request: Location- and Folder-Based Access Tags Summary: Introduce access tags for locations and folders that control user visibility and editing rights. Users should only see and interact with locations and proposals for which they have t...

Feature Request: Archive and Restore Global BOE Pro Configuration Data Summary: Provide administrators with a robust archive and restore mechanism for BOE Pro global configuration data. The feature will enable selective export and import of config...