BOE Pro

Need to be able to identify the different database setup.

Description: The ability to use one calculation inside the same BOE as a variable within a formula. Also, the ability to reference formulas from other BOEs Use Case/Example:

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...

Feature Request: RAM View Filter by Workflow Assignees Summary: Enable users to filter the RAM view by proposal workflow assignees through a dedicated, filterable column. This will allow teams to quickly identify and select only those users who ar...

Feature Request: Expand Allow Estimate Level to RAM Group Summary: Enable configuration of the BOE estimate level (Task or PBS) at the RAM group level so that different user groups (e.g., engineering vs. material estimators) are required to enter ...

Feature Request: Template Update with Selective Options Summary: Introduce the ability to update a Proposal (and related records) from a template with granular options that let users choose which sections or attributes to apply. This ensures that ...

Feature Request: Configurable Cost and Hours Terminology Summary: Allow organizations to customize the display labels for Cost and Hours fields so that they can use terminology that aligns with their internal estimating practices (for example, “In...

Feature Request: Enhanced Selection Widget Summary Details Summary: Expand the selection info widget to display key pricing and resource-type details so users can fully understand the cost and resource composition of a selection at a glance, witho...

Feature Request: Export to Excel button on import preview Summary: Add a clearly visible “Export to Excel” button to the Import Preview screen so estimators can easily export the previewed results without relying on right‑click or hidden actions. ...

Add the ability to unlock the proposal to the breadcrumb and the proposal hover menu.