BOE Pro

That ability to have a predefined set of ERs can be selected at the BOE.

Feature Request: Proposal Breakdown Structure Bar – Reduced Indentation White Space Summary: Improve the proposal breakdown structure (PBS) toolbar so that nested folder levels do not create excessive indentation and vertical white space, allowing...

Feature Request: Auto Calculation Toggle at Proposal Template Level Summary: Add the ability to enable or disable system-driven auto calculations at the proposal properties and template level, allowing administrators and power users to control whe...

Feature Request: Proposal Event Notifications for Owners/Managers Summary: Enable proposal owners and managers to configure and receive notifications when key events occur on their proposals. This includes updates such as new attachments, status c...

Feature Request: BOE Activity Feed Updates for Variable Changes Summary: Add automated activity feed entries to each impacted BOE whenever a variable in proposal properties is changed. The entry should clearly indicate that a variable used in the ...

Feature Request: Notify BOE workflow participants from Cost Impact Confirmation Summary: Add an optional checkbox to the Variable BOE Cost Impact Confirmation popup labeled "Notify BOE workflow participants," which when selected will trigger an em...

Feature Request: BOE Cost Impact Confirmation Popup Summary: Display a confirmation popup whenever a change to a proposal-level variable will affect the cost of one or more BOEs. The popup should list all impacted BOEs and require explicit user co...

Feature Request: Jump from Estimates List to BOE/Estimates Views Summary: Enable users to open an estimate directly in either the BOE View or the Estimates View from the Estimates List. This provides a fast, seamless way to move from high-level re...

Feature Request: Jump from BOE Summary Widget to Filtered Estimate List Summary: Enable users to click any unassigned value in the Total Hours/Units/Cost summary widget on the BOE List and automatically open the Estimates List pre-filtered to show...

Feature Request: Resource Code Mapping in Proposal Templates Summary: Enable proposal templates to include a Resource Code Mapping tab, allowing users to predefine and maintain a standard mapping between resources and their associated codes. This ...