BOE Pro

Feature Request: Bulk CER Quick Add Summary: Enable users to add multiple CERs to a proposal at once from the CER view using the quick add functionality. This enhancement would better align the quick add experience with the primary purpose of the ...

BOE Sections: Would be nice if the Header defaulted to the title of the BOE section instead of needing to re-enter it. For Task Description, the header would default to Task Description. (see screenshot) Proposal Properties: Each BOE section has a...

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...

Feature Request: Copy Proposal with Options Summary: Allow users to copy an existing proposal along with selected configuration options, structures, and content so they can quickly create new proposals based on proven patterns. Problem Statement: ...

Feature Request: Workflow Admin Eligibility Right in Roles Summary: Add a role-based permission that explicitly grants or restricts workflow administration rights, making it easier to control who can configure and modify workflows. Problem Stateme...

Feature Request: AI Dela Generative Agent for BOE Drafting, Review, and Update Summary: Introduce an AI-powered assistant (Dela) in BOE Pro that reviews, summarizes, and improves BOE text, validates estimates, and supports interactive, context-...

Feature Request: Missed Workflow Due Date Notifications Summary: Enable automated notifications when workflow step due dates are missed, sending alerts via email and activity feed to Proposal Managers (proposal owners and RAM admins) and the user ...