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BOE Pro

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Adding labor categories to section apart from hour calculations/formulas

Description: Double-clicking a formula in the Section view opens the Add Estimate window, where the estimator can add resources, worth leaving the BOE Section. Use Case/Example: Having to go to a different screen to enter estimates creates extra c...
Aaron Hale 5 months ago in BOE Pro 0 Future consideration

Do not force text format in Header/Footer BOE Sections.

Currently, the text format in the Header and Footer sections of the Basis of Estimate (BOE) documents is fixed when the "Lock Font Settings" is toggled on, limiting users' ability to customize these sections according to their needs. Propose an en...
Guest about 1 year ago in BOE Pro 0 Planned

Add formula name popup bubble in BOE Section test

A BOE with multiple formulas can be difficult to trace to the Calculations tab. Having a formula display its associated name on the Calculations tab when hovering the mouse pointer would be helpful.
Guest about 1 year ago in BOE Pro 0 Planned

Audit report for unassigned estimates

Description: To have confidence in the submitted proposal, the proposal owner needs to be sure all calculations on the proposal have received the estimate assignment. Create a popup when submitting the proposal informing the user if there are any ...
Kenny Louden 10 months ago in BOE Pro 0 Future consideration

The ability to see FTEs on the pivot gride.

The ability to see FTEs on the pivot gride.
Aaron Hale over 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 over 1 year 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 over 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 over 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 over 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 over 1 year ago in BOE Pro 0 Planned