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BOE Check List, Workflow and BOE Section

Description: This BOE Pro feature adds a required customizable checklist as a BOE Section to track key proposal steps. The checklist must be fully completed before advancing, ensuring no critical tasks are missed. The enhanced BOE Section streamli...
Guest 12 months ago in BOE Pro 0 Planned

Add the ability to pre-pull actuals

Description: The proposal owner needs the ability to pre-pull the entire list of articles from a project and store them locally to the proposal in BOE Pro. Then when the estimator queries for data, they only receive results from those preloaded va...
Guest 6 months ago in BOE Pro 0 Future consideration

Spread Curves: Display the Curve like in CE

Description: display a graph of the spread curve like CE Use Case/Example: The author of the BOE will need to understand the spread curve sections especially for custom curves.
Guest about 1 year ago in BOE Pro 0 Planned

Option to Ignore Margines on added documents

Description: Use Case/Example:
Guest 6 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 6 months ago in BOE Pro 0 Future consideration

More Columns for the Cost Volumes Screen

Description: Add more columns for the Cost Volume Screen. At least, Created by, Created Date, and Last modified,
Kenny Louden 6 months ago in Cost Volume Pro 0 Planned

Bulk Import multiple entity types from a single file

Description: Now that we support a named Sheet in the Excel Bulk template, that makes it suitable to have just one file with multiple sheets for each entity and process a bulk import on multiple types - pbses, tasks, resource, resource estimates e...
Guest about 1 year 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 6 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 6 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 6 months ago in BOE Pro 0 Future consideration