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BOE Pro

Filter Pivot, Reports, and Dashboards by RAM assignments.

Feature Request: RAM-Scoped Reporting and Dashboards Summary: Add a role-based permission option that limits pivots, reports, and dashboards so that users only see proposal data for PBS elements where they are assigned as a RAM. This enables broad...
8 months ago in BOE Pro 0 Planned

What-If Analysis and Scenarios (Epic)

Feature Request: What-If BOM Analysis and Scenario Comparison Summary: Introduce advanced what-if analysis capabilities for Bills of Material (BOMs) by enabling users to create, version, and compare multiple BOM scenarios. Users should be able to ...
4 months ago in BOE Pro 0 Planned

Copy BOE to a Different Proposal, Save to the Library, and Delete ESIs.

Feature Request: Copy and Reuse BOEs with ESIs Across Proposals Summary: Introduce the ability to copy BOEs, including their associated ESIs, to other proposals and save them to a centralized Library for reuse. The feature will enforce RAM-based a...
4 months ago in BOE Pro 0 Future consideration

Terminology Update: Phase 1

Feature Request: Terminology Administration Tab Summary: Introduce a dedicated Terminology tab under the Administration section in BOE Pro that allows administrators to customize specific interface terms (such as “RAM,” “RAM Groups,” and select BO...
4 months ago in BOE Pro 0 Planned

Add Flat View for BOE View and Estimates

Feature Request: Flat View for BOE and Estimate-Eligible Items Summary: Provide a flat default view in BOE Pro that displays only PBS items eligible for BOE and estimate entries. Users can optionally switch to a full hierarchical “Tree View” when ...
4 months ago in BOE Pro 0 Planned

Add Create Task to the Travel Tab of the BOE View.

Feature Request: Create Task from Travel Tab in BOE View Summary: Enable users to create tasks directly from the Travel Tab of the BOE View in BOE Pro, mirroring the existing task creation capability in the Direct Estimate section. This provides a...
4 months ago in BOE Pro 0 Planned

AI Agent for Proposal Review Submit/Sync.

Feature Request: AI Agent for Proposal Review Submit/Sync Summary: Introduce an AI-driven proposal review agent that automatically analyzes proposals on each submit or sync action, identifies configurable discrepancies, and generates a detailed, n...
4 months ago in BOE Pro 0 Planned

AI Material Managment, Review, and Update Agent

Feature Request: AI Material Management, Review, and Update Agent Summary: Introduce an AI-driven Material Management, Review, and Update Agent in BOE Pro that operates within the Materials View using the existing Dela chat experience. The agent a...
4 months ago in BOE Pro 0 Planned

Material Reporting Functions

Feature Request: Material Reporting Functions in BOE Pro Summary: Add Material Ad Hoc, Detail Materials, and Bill of Materials (BOM) reporting directly into BOE Pro, preserving all legacy CE report capabilities. Users should be able to generate, f...
4 months ago in BOE Pro 0 Planned

BOM Bulk Import/Export

Feature Request: BOM Bulk Import/Export via Excel Summary: Enable users to perform bulk import and export of Bills of Material (BOMs) using Excel files, allowing efficient handling of large datasets while preserving data accuracy and structure. Th...
4 months ago in BOE Pro 0 Planned