BOE Pro

Feature Request: One-click SOW access from PBS elements Summary: Provide a clearly visible SOW button on every PBS element in both the BOE View and the Estimating View. With a single click, users can open the associated Statement of Work (SOW) for...

Feature Request: Proposal-Level Permission Overrides (Parity with CE) Summary: Add proposal-level permission overrides in BOE Pro, mirroring Contractor Edition (CE), so admins can fine-tune who can view or edit specific proposals. Problem Statemen...

Feature Request: Partial Bulk Edit from File Summary: Enable users to perform partial bulk edits on proposals and tasks by selecting which columns/fields from an imported file should be updated, while leaving all other fields unchanged. This allow...

Feature Request: Calculated Columns in Material View Summary: Enable users to add custom calculated columns directly in the material view grid. Calculations should reference existing fields, apply common functions (e.g., sum, average, min/max), an...

Feature Request: Saved views and quick switching for Material View Summary: Enable users to create, name, and save reusable views in the Material View that capture selected columns, column order and widths, sort order, and filters. Provide a fast ...

Feature Request: BOE Read-Only Visibility for All Users Summary: Allow organizations to configure proposals so that all Basis of Estimate (BOE) records associated with a proposal are visible as read-only to all users, regardless of RAM assignment....

Feature Request: Maintain Proposal Location on Archive/Restore Summary: Automatically return a restored proposal in BOE Pro to its original location. If the original folder path no longer exists, recreate it so the proposal is placed correctly wit...

Feature Request: Archive and Restore for Proposal Templates Summary: Introduce the ability to archive and restore proposal templates, enabling teams to manage template lifecycles more flexibly across one or multiple BOE Pro instances. This capabil...

Feature Request: Proposal Breakdown Structure Bar – Reduced Indentation White Space Summary: Improve the proposal breakdown structure (PBS) toolbar so that nested folder levels do not create excessive indentation and vertical white space, allowing...

*** Please reassign this ticket to Heather Neiger as Sam is retiring*** Standard Data views: * Hours/Units/Costs By PBS, Task and Resource* BOE Names BY RAM* Formulas by PBS, Task and Resource* Etc.