BOE Pro

Feature Request: Add manual save button to popup windows Summary: Introduce a manual save button to key popup windows (such as Proposal Properties and Add Estimates) and remove automatic saving of changes within these dialogs. This will allow user...

Feature Request: Jump from Estimates List to BOE/Estimates Views Summary: Enable users to open an estimate directly in either the BOE View or the Estimates View from the Estimates List. This provides a fast, seamless way to move from high-level re...

Feature Request: Prevent assigning a user to multiple workflow steps Summary: Add an option in the proposal workflow settings to prevent the same user from being assigned to multiple workflow steps on the same PBS/Task. This ensures clear separati...

Add summary tasks to BOE Pro and make sure they work with CERs and ERs

Feature Request: Preview mode for proposal-altering commands Summary: Introduce a Preview mode for commands that modify proposals (such as Bulk Import and Create From BOE Library) so users can review the exact changes that will be applied before c...

Implement the capability to automatically hide BOE list values that lack corresponding text section mappings. This automation should streamline user workflows by eliminating the need to manually check and hide irrelevant sections, thereby reducing...

Feature Request: Quick Add SOW to Multiple PBS Records Summary: Enable users to quickly add or copy-paste a Statement of Work (SOW) into multiple PBS records at once. This feature should support bulk association of a single SOW to many PBS items i...

Define formulas: Have predefined variables that we use throughout the proposal (example: FTE FullTimeEquiv is standard hours per month) so that the autodetect formula feature would detect that it is a formula (example in BOE: 1 FTE*12mo) There are...

Feature Request: Proposal User Fields from CE Summary: Support syncing and exposing proposal-level user fields from the Contractor Edition (CE) system into BOE Pro, so that key proposal metadata (e.g., customer, capture manager, contract type, pro...