BOE Pro

Feature Request: Incremental AI Formula Updates Summary: Enable the AI to perform incremental, repetitive update passes that identify and generate only new or missing formulas, without reprocessing or modifying formulas that have already been crea...

Feature Request: Recycle Bin for Deleted Templates and Proposals Summary: Introduce a Recycle Bin in BOE Pro that temporarily stores deleted templates and proposals. Authorized users can restore these items within a configurable retention period, ...

Description: I would like to propose an enhancement to the Skill Mix table to improve usability, consistency, and clarity for users. Proposed changes Add a “Total” row to the Skill Mix table Introduce a Total row that aggregates and represents a...

Feature Request: Single Bulk Import for Travel Summary: Provide users with the ability to import all travel-related data in a single action via a multi-tabbed Excel upload, similar to the existing Ram view. This will streamline data entry for comp...

Feature Request: Configurable Activity Feed Levels and Retention Summary: Enable administrators to clearly label the activity feed level (System, Proposal, PBS, Task, BOE) in the UI and configure an automatic activity retention window (e.g., last ...

Feature Request: Indirect Rate Table Override in BOE Pro Summary: Allow users to override the default indirect rate table in BOE Pro so they can reuse a single direct rate table with multiple indirect rate structures. This enables more flexible mo...

Feature Request: Effective-Dated Resource Field Values Summary: Enable users to define effective dates for resource field values so that the system automatically applies the correct default value when resources are spread on a proposal, based on t...

Feature Request: Separate Number and Element Name Columns for Excel Import Summary: Enable users to import tasks from Excel using separate columns for PBS/task number and PBS/task name, instead of requiring both values in a single combined cell. T...

Feature Request: Enforce Unique Task Names with Auto Numbering Summary: Add a proposal-level and template-level setting to enforce unique task names, even when auto-numbering is enabled. When this setting is active, the system should use only the ...

Feature Request: Configurable Proposal Submit Location Summary: Allow users to predefine a default submit location on the Integration tab of proposal properties and templates so that proposals are automatically submitted to the selected folder eac...