BOE Pro

Feature Request: Allow Submitters to Assign the Next Workflow Approver Summary: Enable users advancing a workflow to assign the next approver when the upcoming workflow step is blank. This would support flexible approval paths by allowing the curr...

Feature Request: Reuse Text from Existing BOEs Summary: Enable users, while authoring a BOE, to search for and reuse text from any existing BOE they have permission to view. Users should be able to insert either the entire BOE text or selected sec...

Feature Request: Configurable workflow steps by RAM group Summary: Enable users to choose which configured workflow steps apply to each RAM group. This would allow line managers to selectively apply author and approval steps at the group level ins...

Feature Request: Default Curve selection for estimates Summary: Introduce the ability in BOE Pro to define a default Curve (or require explicit Curve selection) when entering an estimate, mirroring the existing capability in CE. This ensures every...

Feature Request: Clear proposal resource and task overrides Summary: Enable users to remove resource field overrides and task field overrides from a proposal after they have been applied. This feature should allow users to reset overridden values ...

Feature Request: Auto-Select and Indicate Current Table for Proposals Summary: Enable proposal templates to define a “current table” that is automatically selected when a new proposal is created, clearly indicate which table is currently in use wi...

Feature Request: Unassign All for Access Tags Summary: Introduce an “Unassign All” action for access tags that removes the selected tag from all associated objects in a single operation. This allows temporary or obsolete access tags to be quickly ...

Feature Request: Increase BOE Section Text Limit Visibility Summary: Provide users with real-time visibility into the amount of text entered in BOE sections and warn them before saving when they are approaching or exceeding the maximum allowed siz...

Feature Request: Disable Manual Calculation Creation by Role and Proposal Summary: Provide administrators with the ability to disable manual calculation creation for specific user groups within a given proposal. Users in these restricted groups wo...

Feature Request: Soft Delete and Restore for BOE Pro Items Summary: Enable BOE Pro to use a soft-delete model for Proposals, Templates, Tasks, PBS items, Resources, and BOEs. Instead of permanently deleting items immediately, the system should hid...