BOE Pro

Feature Request: Default Pivot Grid Views for BOE Pro Summary: Provide a set of standard, out-of-the-box pivot grid views in BOE Pro (similar to CE default pivot items) so users can quickly analyze hours, units, costs, BOE names, and formulas with...

Feature Request: One-click SOW access from PBS elements Summary: Provide a clearly visible SOW button on every PBS element in both the BOE View and the Estimating View. With a single click, users can open the associated Statement of Work (SOW) for...

Feature Request: Configurable BOE Rejection Reasons Dropdown Summary: Introduce a configurable dropdown field to capture standardized rejection reasons when a BOE (Basis of Estimate) is rejected. This control should allow administrators to define ...

Feature Request: Persist PBS tree state and selection in BOE/Estimates views Summary: Enable the application to remember the expanded/collapsed state of the PBS tree, as well as the currently selected node and location, in both the BOE View and Es...

Feature Request: Maintain Proposal Location on Archive/Restore Summary: Automatically return a restored proposal in BOE Pro to its original location. If the original folder path no longer exists, recreate it so the proposal is placed correctly wit...

Feature Request: Notify users of unassigned workflow roles when exiting RAM Summary: Notify users when they attempt to leave the Responsibility Assignment Matrix (RAM) while one or more workflow roles remain unassigned, so they can complete all re...

Feature Request: Default Task Description Naming Summary: Provide configurable default naming patterns for task descriptions to standardize how tasks are labeled across proposals. Problem Statement: Inconsistent task descriptions make it harder to...

Feature Request: Valid currency selections when adding a resource Summary: Ensure that only valid and supported currencies can be selected when adding resources, preventing configuration and calculation errors. Problem Statement: Users may inadver...

Feature Request: Option to not lock the BOE Proposal on Submit to CE Summary: Provide a configurable option to prevent automatic locking of BOE proposals when they are submitted to the CE workflow step, allowing continued edits where appropriate. ...

Feature Request: Add Copy Proposal to Recent Proposals List Summary: Automatically include newly copied proposals in the Recent Proposals list so users can quickly access and continue working on them. Problem Statement: After copying a proposal, u...