BOE Pro

Feature Request: Preserve Import Order with Autonumbering Summary: Ensure that when users import items with autonumbering enabled, the system preserves the original order from the import source (e.g., spreadsheet) and applies numbers according to ...

Feature Request: System-wide admin banner messages Summary: Enable admins to create and manage system-wide banner messages that are displayed to all users across the platform. Messages should support configurable visibility windows, automatic expi...

Feature Request: Direct Cost Visibility on Proposal Dashboard Summary: Add a clear Direct Cost value to the proposal dashboard so users can immediately see the full cost structure of a proposal, including costs derived from base resources. This pr...

Feature Request: Display CER Values and Update Controls on Dashboard Summary: Add visibility of CER (Cost Estimating Relationship) calculated values directly on the proposal dashboard, along with an “Update CERs” action. This enables users to quic...

Feature Request: Prevent Duplicate Proposal Resource Fields Summary: Add validation to prevent users from creating proposal-level resource fields with the same name as existing global resource fields. This will ensure consistency between proposal ...

Feature Request: RAM-Scoped Reporting and Dashboards Summary: Add a role-based permission option that limits pivots, reports, and dashboards so that users only see proposal data for PBS elements where they are assigned as a RAM. This enables broad...

Feature Request: Time-Phased Estimates in BOE Detail Report Summary: Add support for time-phased estimates within the BOE detail report in BOE Pro so that effort and cost can be distributed across time periods (e.g., months, quarters, or fiscal ye...

Feature Request: Configurable BOE Rejection Reasons Dropdown Summary: Introduce a configurable dropdown field to capture standardized rejection reasons when a BOE (Basis of Estimate) is rejected. This control should allow administrators to define ...

Feature Request: Persist PBS tree state and selection in BOE/Estimates views Summary: Enable the application to remember the expanded/collapsed state of the PBS tree, as well as the currently selected node and location, in both the BOE View and Es...

Feature Request: Trip Total Validation During Monthly Edits Summary: Introduce a validation option when editing monthly trips that either warns users or prevents them from saving changes if the total number of trips no longer matches the original ...