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BOE Pro

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Automatically unlock Proposal and BOE when changes are synced from Contractor Edition

Implement an automatic unlocking mechanism for Proposals and BOEs when changes are synced from Contractor Edition. This feature should ensure that any updates made in the Contractor Edition are immediately reflected and editable in the correspondi...
Aaron Hale over 1 year ago in BOE Pro 0 Planned

Add a Banner Message like in CE

Need to be able to identify the different database setup.
Guest almost 2 years ago in BOE Pro 0 Planned

Option to Ignore Margines on added documents

Description: Use Case/Example:
Guest 9 months ago in BOE Pro 0 Future consideration

Edit travel rate by travel element

Description: The ability to limit and edit the travel rate by the travel element. Use Case/Example: The user needs to edit the airfare travel rate, but they should not be able to edit the peridium rate.
Guest 9 months ago in BOE Pro 0 Future consideration

Feature Request: Add Remaining to the Audit Report and Warn on Submit to CE

Summary: Users want to ensure that all values in a BOE are fully allocated before submitting to CE. To support this, we should add a "Remaining" column to the Audit report that shows unallocated values, and trigger a warning during the Submit to C...
Guest 9 months ago in BOE Pro 0 Future consideration

Edit BOE Name and Description in Library

Description: Edit BOE Name and Description in the Library. Use Case/Example: The name and description are good places for identifying information about the BOE. That information can be different then the name of the BOE in the proposal.
Guest 9 months ago in BOE Pro 0 Future consideration

Row View for the detailed inputs

Description: The ability to list month values on rows instead of columns Use Case/Example: When copying and pasting from Excel, month values are usually listed in rows. We need the ability to copy past years row by row on the BOE and Estimates view.
Guest 9 months ago in BOE Pro 0 Future consideration

Only Submit Finalized BOEs

Description: Add a toggle when submitting to CE to only submit finalized BOEs. Use Case/Example: I don't want draft finalized BOEs in my CE proposal.
Guest 9 months ago in BOE Pro 0 Future consideration

Unlock Proposal in Multiple Places

Add the ability to unlock the proposal to the breadcrumb and the proposal hover menu.
Guest over 1 year ago in BOE Pro 0 Planned

Proposal Owner/Manager Notification Settings

Description: Add the ability for proposal Owners/Managers to be notified when key events happen within their proposal. For example, when an attachment is added to a BOE, notify the owner of the proposal in the proposal activity freed. The Proposal...
Guest about 1 year ago in BOE Pro 0 Future consideration