BOE Pro

Feature Request: Custom Proposal Status for BOE Pro Summary: Enable BOE Pro users to create and manage custom proposal statuses so they can align proposal tracking with their internal workflows, approval stages, and reporting needs. Problem Statem...

Feature Request: Skill Mix Table Section for Proposals Summary: Introduce a dedicated Skill Mix Table section type within proposals that allows users to include, position, and manage a single Skill Mix Table per BOE. When BOE actuals are created, ...

Feature Request: Automatic RAM-Based Proposal Access Assignment Summary: Optionally Automatically grant users access to a proposal and add them to the appropriate workflow step when they are assigned in the Responsibility Assignment Matrix (RAM), ...

Feature Request: Workflow due dates by RAM group Summary: Enable administrators to assign default due dates to workflow steps by RAM group so that when a BOE is created and assigned to a user in that group, the workflow due dates are automatically...

Feature Request: Permission to duplicate a BOE Summary: Add a dedicated permission that controls whether a user can duplicate an existing BOE. Users without this permission should still be able to create new BOEs manually, but they should not be a...

Feature Request: RAM Group Admin Management Summary: Introduce the ability to designate one or more administrators per RAM Group who can manage RAM elements specifically associated with their group. These RAM Group Admins will have focused access ...

Feature Request: Simple entry form for incurred actuals in BOE Pro Summary: Enable BOE Pro to serve as the starting point for importing incurred actuals through a simple entry workflow. The feature should allow finance users to bring actuals into ...

Feature Request: Dynamic BOE Approval Workflow by Hours/Cost Summary: Enable users to configure a dynamic approval workflow for BOEs within a proposal, where routing is automatically determined by defined hours or cost thresholds. This would allow...

Feature Request: Open Section Instruction Links in New Tab Summary: Enable links included in BOE section instructions to open in a new browser tab, allowing users to access supplemental information without losing their place in the current workflo...

Feature Request: Copy and Bulk Copy BOEs Across Tasks, PBS, and Proposals Summary: Enable users to copy and bulk copy BOEs, PBS, and Tasks within and across proposals. Users should be able to duplicate, move, or merge BOEs and related PBS/Task str...