BOE Pro

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...

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: Jump from BOE Summary Widget to Filtered Estimate List Summary: Enable users to click any unassigned value in the Total Hours/Units/Cost summary widget on the BOE List and automatically open the Estimates List pre-filtered to show...

That ability to have a predefined set of ERs can be selected at the BOE.

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...

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...

Feature Request: Row-based month entry for detailed inputs Summary: Enable users to enter and view monthly values with months displayed as rows instead of columns in the BOE and Estimates detailed inputs. This should support easy copy-paste from E...

Feature Request: Toggle to Only Submit Finalized BOEs to CE Summary: Introduce a toggle option when submitting BOEs to the CE environment that limits submission to only finalized BOEs. This control ensures that draft or in-progress BOEs are exclud...

Feature Request: Remove Linked Calculation and Resource Assignments When Formula Is Removed Summary: Automatically remove the corresponding calculation from the Calculations tab when a user manually removes a formula from the BOE section. If the a...