BOE Pro

Feature Request: Default Pivot Grid Views for BOE Pro Summary: Provide a set of standard, out-of-the-box pivot grid views in BOE Pro (similar to CE default pivot items) so users can quickly analyze hours, units, costs, BOE names, and formulas with...

Feature Request: Top-bar notifications icon Summary: Add a notifications icon to the top bar next to the username so users can immediately see when new notifications are available and access them more quickly. Problem Statement: Currently, users m...

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: 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 ...

Feature Request: Enable Right-Click Paste in Quick Add Screens Summary: Introduce support for standard right-click context menu paste actions in quick add grids, alongside existing keyboard shortcuts. This will make pasting data more intuitive and...

Feature Request: Display Workflow Step Comments in BOE List Summary: Add a dedicated column to the BOE List that surfaces the comment associated with each workflow step, allowing users to quickly read context and decisions without navigating into ...

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: Inline CLIN Editing in Estimate List Summary: Enable users to edit CLIN and related task fields directly within the Estimate List, including the ability to update multiple tasks in a single screen by PBS or by Task. This streamlin...

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: Notify users of unassigned workflow roles when exiting RAM Summary: Notify users when they attempt to leave the Responsibility Assignment Matrix (RAM) while one or more workflow roles remain unassigned, so they can complete all re...