BOE Pro

Feature Request: Skill Mix Table in BOE Summary: Add a skill mix table to the BOE that displays the proportion of resource hours by role/skill for both actual ledger data and estimated resources. This will give users a clear, at-a-glance view of h...

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...

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

Feature Request: Create Access Tag from Assign Access Tag Screen Summary: Enable users to create a new access tag directly from the Assign Access Tag screen when the desired tag does not yet exist. This inline creation capability should streamline...

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: 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: 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: FTE Metrics on Pivot Grid Summary: Enable users to view and analyze Full-Time Equivalent (FTE) data directly in the pivot grid. The pivot grid should support FTE-based calculations (e.g., allocated FTE, remaining FTE, total FTE by...

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 ...