BOE Pro

Feature Request: Rename “(default)” template to “(Blank)” Summary: Update the name of the existing “(default)” template to “(Blank)” so that users clearly understand it is an empty/blank template and not a preconfigured or preferred default config...

Feature Request: Make "Show workflow steps" the default RAM view Summary: Set the Responsibilities Assignment Matrix (RAM) to display with "Show workflow steps" enabled by default. Remove or de-emphasize the separate toggle so that users always se...

Feature Request: Scannable Activity Feed with Visual Cues Summary: Improve the activity feed so users can quickly understand what happened at a glance, without reading every word. The feed should use structured layout, visual indicators, and clear...

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Feature Request: Customer-facing BOE preview reports Summary: Enable custom reports in BOE Pro so internal users can preview exactly what the customer will see for a given BOE. This would provide a clearer, customer-view representation before shar...

Feature Request: Section-Level Font Overrides in Proposals Summary: Allow proposal owners or administrators to define and override fonts on a per-section basis within a proposal. This enables each section (e.g., Work Description, Rationale) to use...

Feature Request: Append What-If Log to BOE Activity Feed Summary: Add a save option to the What-If results screen that allows users to append a filtered version of the What-If log directly to the impacted BOE’s activity feed. This enables users to...

Feature Request: Multi-select PBS elements in RAM View Summary: Add the ability for users to select one or multiple PBS elements directly within the RAM View so they can perform bulk actions such as export or delete on the selected set, rather tha...

Feature Request: Audit alerts and report for unassigned BOE estimates Summary: Provide proposal owners with proactive alerts and reporting to ensure all calculated hours in a proposal have corresponding estimate assignments. This includes a submis...

Feature Request: Calculated Columns in Material View Summary: Enable users to add custom calculated columns directly in the material view grid. Calculations should reference existing fields, apply common functions (e.g., sum, average, min/max), an...