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BOE Pro

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RAM suggestions: "Show workflow steps" the default view

Description: Why is the "Show workflow steps" view not the default? I don't understand the purpose of the view without the workflow steps, and it just creates an extra mouse click whenever I come to the RAM. I personally think the Show workflow st...
Guest 4 months ago in BOE Pro 0 Planned

Activity feed is hard to follow. Requires users to read every single word to know what the activity was. See attachment for suggested mockup

Description: Use Case/Example:
Guest 4 months ago in BOE Pro 0 Planned

User Setting for quick adds

Remember the User Setting for Quick adds. For example, if a user pins a column and closes quick adds. The next time they open the quick adds remember the user settings.
Guest about 1 year ago in BOE Pro 0 Planned

Column Permissions for all non-required columns

Permission List for hiding all non-required columns. Example: The "Accounting Calendar" appears for the Estimators/Bidders? There is not need for them to have access to this column.
Guest about 1 year ago in BOE Pro 0 Future consideration

The ability to add by amount on the first add

The first time adding a resource I can only edit the %. But when you edit the resource you can change the amount
Aaron Hale about 1 year ago in BOE Pro 0 Future consideration

BOE Name and Resource Templates Proposal property level vs system level

Proposal Templates: We can set some global parameters in BOE Pro one is what is contained in the Resource ID field. Currently, we have it set to [Resource Name][Cost Center]. It would be valuable for this to be adjusted to set at the proposal leve...
Guest about 1 year ago in BOE Pro 0 Planned

All screens should be able to resize & adjustable like CE

Screens like the workflow log, edit resource, etc. are unable for the user to resize to see more of the data at once. Recommend the user being able to resize the screens like CE.
Guest about 1 year ago in BOE Pro 0 Planned

RAM quick add and bulk import

Add the ability to do a quick add for the responsibility group. Ability to assign workflow to each BOE using a bulk import. Ability to import the RAM, responsibility and workflow set-up using a single bulk import.
Guest about 1 year ago in BOE Pro 1 Planned

When creating a proposal template, allow for the integration tab to be created within the template

When creating a proposal template, allow for the integration tab to be created within the template. Currently, only the Data Server can be selected with the remaining fields being populated when a proposal is created. This will allow for rate tabl...
Guest about 1 year ago in BOE Pro 0 Planned

Ability to create a formula and assign resources in a single screen vs multiple screens

BOE View: Ability to create a formula and assign resources in a single screen vs multiple screens. Ability to split/allocate a formula to multiple resources in a single screen.
Guest about 1 year ago in BOE Pro 0 Planned