BOE Pro

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: Proposal Event Notifications for Owners/Managers Summary: Enable proposal owners and managers to configure and receive notifications when key events occur on their proposals. This includes updates such as new attachments, status c...

Feature Request: Add "spread by amount" on initial resource entry Summary: Enable users to specify a total amount (in addition to a percentage) the first time they add a resource, so that allocation can be spread based on a fixed amount without re...

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...

CER View: The Quick Add functionality in the CER view allows a user to add tasks and WBS to the proposal which seems out of place. Recommend quick add functionality allow to add multiple CERs at a time

BOE Sections: Would be nice if the Header defaulted to the title of the BOE section instead of needing to re-enter it. For Task Description, the header would default to Task Description. (see screenshot) Proposal Properties: Each BOE section has a...

Description: Clicking on the any unassigned item in the Total Hours/Unites/Cost Summary Widget should Open the Estimates List filtered for estimate not assigned. Use Case/Example: As a BOE author, reviewer, or approver I need a quick way to see al...

When updating a resource in the estimates view, changing the cost center doesn't automatically update the resource ID. It only updates when the resource ID is manually refreshed. Can the resource ID be set to auto-refresh whenever any changes are ...

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...

Summary: Allow users to edit the name and description of a BOE directly within the BOE Library, independently from the BOE’s name and description used in a proposal. This enables the library entry to carry richer identifying and cataloging informa...