Ideas

Feature Request: Preserve Resource Assignments When Copying BOEs Summary: Include an option to retain assigned resource IDs when copying a BOE from one PBS element to another. This allows estimators to duplicate BOEs for similar scopes of work wit...

Feature Request: Editable Fee Column in Estimate List and Summary View Summary: Add an editable FEE % column to the Estimate List view that supports multi-row editing (e.g., copy/paste and fill-down) so users can efficiently update fees for filter...

Feature Request: BOE Version Revert Functionality Summary: Enable users to restore the Basis of Estimates (BOE) to a previous saved version, allowing them to quickly undo unwanted changes or recover from errors. The feature should provide a clear ...

Feature Request: Auto-Select and Indicate Current Table for Proposals Summary: Enable proposal templates to define a “current table” that is automatically selected when a new proposal is created, clearly indicate which table is currently in use wi...

We need this feature and have to recreate it in Excel which is time consuming and risky. It would be very beneficial to have a functioning export report like the CE version does but for Material.

Feature request: Bulk archive and restore proposals BOE Pro — Provide the ability to bulk archive proposals and bulk restore them. Summary Enable users to select multiple proposals and perform archive or restore actions in a single operation. This...

Feature Request: Archive and Restore Global BOE Pro Configuration Data Summary: Provide administrators with a robust archive and restore mechanism for BOE Pro global configuration data. The feature will enable selective export and import of config...

Feature Request: Task Totals on the Estimates View Summary: Add the ability to display a calculated total for each task in a PBS directly on the Estimates View. This will give users an immediate, roll-up view of task-level effort or cost without n...

Feature Request: Quarter-Based Time Phasing and Grouped Pivot Selections Summary: Enable users to pivot data by fiscal quarter (QTR) in the BOE Pro pivot grid and organize pivot selection fields into logical, expandable groups (e.g., Resource, Tas...

Feature Request: Summary Field Mapping and List Value Synchronization Summary: Enable administrators to centrally define and maintain mappings between BOE Pro summary fields and corresponding CE fields, including their list values. The feature sho...