BOE Pro

Feature Request: Add Resource Class to BOE Pro Pivot Grid Summary: Enable users to include Resource Class as a dimension in the BOE Pro pivot grid so they can analyze hours by month grouped and filtered by resource classes. Problem Statement: Curr...

Feature Request: BOE Pro In-App FAQs for Views Summary: Enable BOE Pro admins to create and manage internal FAQ articles and associate them with specific BOE views, so that end users can quickly access context-relevant help directly from within th...

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: 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: Pre-pull and scope actuals to proposal Summary: Enable proposal owners to pre-pull and store a curated list of relevant actuals (articles) from a project directly into a BOE Pro proposal. Estimators will then query and preview onl...

Feature Request: Travel Rate Editing by Travel Element Summary: Enable users to edit travel reimbursement rates at the travel-element level (e.g., airfare, lodging) so that specific elements can be adjusted while others remain locked or controlled...

Feature Request: Audit Remaining Column and Submit Warning Summary: Add a “Remaining” column to the BOE Audit report and a validation warning during the “Submit to CE” workflow so users can quickly identify and resolve any unallocated BOE values b...