BOE Pro

Feature Request: Role-Based Restore Permission Summary: Introduce a dedicated role permission for restoring deleted items. Only users with this permission should be able to undelete records, ensuring that restore actions are limited to authorized ...

Feature Request: Configurable PBS and Task BOE Sections Summary: Enable administrators or users to configure which sections appear in PBS-level versus task-level Basis of Estimate (BOE) records. This would allow each BOE level to present only the ...

Feature Request: Auto-Adjust Estimates When Task Period Changes Summary: Enable the system to detect when a task’s period of performance is modified and automatically adjust any associated estimate dates that fall outside the new task period, prom...

Feature Request: Sync resource grouping from CE to BOE Pro Summary: Enable users to assign predefined resource groups from CE to a formula in BOE Pro so the system can automatically distribute total formula hours across the grouped resources based...

Feature Request: Add Author Name as Optional CE Submission Field Summary: Enable users to include the BOE author’s name as an optional field when submitting to CE. This would give CE users better visibility into who originally created the BOE and ...

Feature Request: Show Expected Total Per Formula in Authoring View Summary: Enable users to view the expected total alongside the currently allocated total for each formula in the Authoring View. This will make it easier for estimators to understa...

Feature Request: Filter resource selection by rate type Summary: Enable the resource picker to automatically filter available resources based on the selected formula result type. This helps users find the correct resources faster and ensures the l...

Feature Request: Multi-level BOE authoring support Summary: Enable the authoring view to support multi-level BOEs where a parent BOE description is entered at the PBS level and each underlying task includes its own BOE text, justification, and est...

Feature Request: Title Font Locking and Settings Summary: Enable users to lock title font type and size in the same way body font settings can currently be locked in BOE Pro. The feature should also provide configurable title font and size setting...

Feature Request: Historical Requirement Validation by BOE Section Summary: Enable administrators to configure individual BOE section list values with a Requires Historical setting so that users are only prompted to provide historical actuals when ...