BOE Pro

Feature Request: Copy and Modify ESI Lookups Summary: Enable users to easily duplicate (copy) an existing ESI lookup in the BOE and modify its parameters to create a new lookup efficiently. Problem: Users often need to create new ESI queries tha...

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: 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...

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: 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: Location- and Folder-Based Access Tags Summary: Introduce access tags for locations and folders that control user visibility and editing rights. Users should only see and interact with locations and proposals for which they have t...

Feature Request: Associated RAM users in BOE reporting Summary: Enable BOE Pro to send all workflow steps and associated assigned users to ProPricer CE as BOE fields, so organizations can include this information in reporting such as the Summary E...

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...