BOE Pro

Feature Request: Persistent Grid Layout Summary: Enable a persistent grid layout that preserves the user’s preferred screen spacing and layout configuration. This feature should ensure that once a user adjusts the layout to create more visible wor...

Feature Request: Restrict Assignable Roles in Workflow Steps Summary: Enable administrators to control which roles can be assigned to workflow steps, so restricted roles such as admin cannot be selected where they are not appropriate. This would h...

Feature Request: Configure Dates and Resource Curves on Formula Confirmation Screen Summary: Enable users to configure multi-resource selections, start and end dates, and associated curve settings directly on the formula confirmation screen in BOE...

Feature Request: Configurable Customer Statuses and Proposal Visibility Summary: Enable users to create and manage customer-specific statuses and configure the system to hide proposals from list views when they match selected statuses. This gives ...

Feature Request: Save BOEs to the Library without workflow Summary: Enable users to save Basis of Estimate (BOE) records to the central Library even when a proposal does not use workflow. This ensures that valuable BOEs created for small or simple...

Feature Request: Smart Sections Nested Dropdowns Summary: Enable Smart Sections within BOE Pro sections to support multiple levels of nested dropdowns. This would allow users to organize section content in a more structured and streamlined way, ma...

Feature Request: Predefined Dropdown Values for Skill Mix Rationale Summary: Introduce a configurable dropdown in the skill mix table “Rationale” column that uses predefined values. These values should be centrally managed and definable at both th...

Feature Request: Incurred actuals visibility and CE submission Summary: Enable users to view, import, and reference incurred actuals directly in BOE Pro, similar to current CE functionality. When users submit data to CE, incurred actuals should tr...

Feature Request: Exclude Admin-Only Role from Workflow Step Assignment Summary: Prevent admin-only role from appearing in the available-role dropdown when assigning roles to workflow steps. This ensures users can only select appropriate roles for ...

Feature Request: Display Only Query Values in ESI Field Selection Summary: Enable the ESI to display only the query value when a Qry field is selected, rather than showing the full field prefix and value together. This would simplify the field dis...