BOE Pro

Feature Request: Configurable Cost and Hours Terminology Summary: Allow organizations to customize the display labels for Cost and Hours fields so that they can use terminology that aligns with their internal estimating practices (for example, “In...

Feature Request: Enhanced Selection Widget Summary Details Summary: Expand the selection info widget to display key pricing and resource-type details so users can fully understand the cost and resource composition of a selection at a glance, witho...

Feature Request: Export to Excel button on import preview Summary: Add a clearly visible “Export to Excel” button to the Import Preview screen so estimators can easily export the previewed results without relying on right‑click or hidden actions. ...

Feature Request: Pre-pull and scope actuals to proposal Summary: Enable proposal owners to pre-pull and store a curated list of relevant actuals (articles) from a project directly into a BOE Pro proposal. Estimators will then query and preview onl...

Feature Request: Add "spread by amount" on initial resource entry Summary: Enable users to specify a total amount (in addition to a percentage) the first time they add a resource, so that allocation can be spread based on a fixed amount without re...

Feature Request: Proposal Event Notifications for Owners/Managers Summary: Enable proposal owners and managers to configure and receive notifications when key events occur on their proposals. This includes updates such as new attachments, status c...

CER View: The Quick Add functionality in the CER view allows a user to add tasks and WBS to the proposal which seems out of place. Recommend quick add functionality allow to add multiple CERs at a time

BOE Sections: Would be nice if the Header defaulted to the title of the BOE section instead of needing to re-enter it. For Task Description, the header would default to Task Description. (see screenshot) Proposal Properties: Each BOE section has a...

Feature Request: Travel Rate Editing by Travel Element Summary: Enable users to edit travel reimbursement rates at the travel-element level (e.g., airfare, lodging) so that specific elements can be adjusted while others remain locked or controlled...

When updating a resource in the estimates view, changing the cost center doesn't automatically update the resource ID. It only updates when the resource ID is manually refreshed. Can the resource ID be set to auto-refresh whenever any changes are ...