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BOE Pro

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Add an update from Template Button

When adding a new approver need a way to assign them on many proposal once.
Aaron Hale almost 2 years ago in BOE Pro 0 Planned

The ability to disable the Sync of CER's

This feature enhances the proposal sync process in BOE Pro by allowing users to select which CERs from ProPricer CE to include during synchronization. It improves flexibility and transparency by adding a granular control mechanism and detailed rep...
Aaron Hale 5 months ago in BOE Pro 0 Planned

Automatically hide BOE List Values that do not have Text Section mapped to them

Implement the capability to automatically hide BOE list values that lack corresponding text section mappings. This automation should streamline user workflows by eliminating the need to manually check and hide irrelevant sections, thereby reducing...
Aaron Hale 10 months ago in BOE Pro 0 Planned

Eestimating Relationships needs to reference other BOEs.

Add summary tasks to BOE Pro and make sure they work with CERs and ERs
Aaron Hale about 1 year ago in BOE Pro 0 Planned

Append What-If Log to BOE

No description provided
Guest about 1 year ago in BOE Pro 0 Planned

Offline BOEs and BOE Section Import

Feature Idea: Introduce Offline BOE Templates in BOE Pro to allow users to create and manage Basis of Estimates (BOEs) without requiring an internet connection. Users can download templates for offline use, make necessary edits, and save their pro...
Aaron Hale 10 months ago in BOE Pro 0 Planned

Define formulas: A place to define commonly used variables that would be able to be auto detected

Define formulas: Have predefined variables that we use throughout the proposal (example: FTE FullTimeEquiv is standard hours per month) so that the autodetect formula feature would detect that it is a formula (example in BOE: 1 FTE*12mo) There are...
Guest 10 months ago in BOE Pro 0 Future consideration

Tab view default

Make the tab view the default BOE View
Aaron Hale 11 months ago in BOE Pro 0 Planned

Recommend the BOE resets back to the start when a new BOE version is created

BOE View: When creating a revision of a BOE, once a BOE has been approved, the new BOE doesn't default to the first step in the workflow process. I recommend the BOE resets to the start when a new BOE version is created. In the screenshot, the 2-(...
Guest 11 months ago in BOE Pro 0 Planned

Date entry like CE

Entering dates in the proposal properties screen (Start Date, End Date, Due Date) requires many clicks especially when changing the month and year. Recommend date entry like CE.
Guest 11 months ago in BOE Pro 0 Planned