BOE Pro

Feature Request: Auto Name Formula from Surrounding Text Summary: Enable BOE Pro to automatically generate a formula name by selecting a few words immediately before or after the formula within the BOE text. This will create meaningful, contextual...

Feature Request: Configurable Access to Win/Lose Home Dashboard Summary: Introduce configurable access controls for the Win/Lose Home dashboard so that administrators can restrict visibility by role, user group, or individual user. This ensures th...

Feature Request: FEE and POP Inheritance at PBS Level Summary: Enable users to define FEE overrides and Period of Performance (POP) at the PBS (e.g., CLIN) level so that all underlying tasks automatically inherit the specified FEE% and/or are cons...

Feature Request: Option to include workflow log and reset steps when copying proposals Summary: Enable users to optionally include the workflow log and reset workflow steps when copying a proposal in BOE Pro. By default, the workflow log remains e...

Feature Request: BOE Checklist Section and Workflow Gate Summary: Introduce a required, customizable BOE Checklist as its own BOE Section that must be fully completed before a proposal can advance. This ensures all key proposal steps are tracked, ...

Feature Request: Create Access Tag from Assign Access Tag Screen Summary: Enable users to create a new access tag directly from the Assign Access Tag screen when the desired tag does not yet exist. This inline creation capability should streamline...

Feature Request: Persist PBS tree state and selection in BOE/Estimates views Summary: Enable the application to remember the expanded/collapsed state of the PBS tree, as well as the currently selected node and location, in both the BOE View and Es...

Time-phased BOE reports

Feature Request: Spread Curve Visualization Graph (CE-style) Summary: Provide a visual graph of the spread curve within BOE Pro, similar to the existing display in CE. The visualization should clearly illustrate curve sections and transitions so t...

Feature Request: Bulk PBS Renumbering Summary: Enable users to copy and paste over the number and name of PBS items in bulk, allowing for efficient renumbering or renaming without breaking existing connections. The feature should prevent the creat...