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BOE Pro

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Ability to "Favorite" Proposals for Quick Access

Description: Add ability to "star" or "favorite" proposals for quick access from the dashboard and proposal list views. Use Case/Example: As the pool of proposals increases, this feature would enable one-click access to frequently used proposals t...
Guest 5 months ago in BOE Pro 0 Future consideration

BOE Reports: BOE's with Unassigned Estimates should not Print on Reports

BOE Reports: A BOE that has an error is able to be printed; however, the errored resources don't print in the BOE. Recommend that the BOE isn't able to be printed if there are errors. See attached example: Picture 2 shows BOE view error Picture 3 ...
Guest about 1 year ago in BOE Pro 0 Future consideration

BOE View: Calculation Header Signaling

* Please reassign this ticket to Heather Neiger as Sam is retiring* If estimates are changed outside of the BOE and the original estimates are derived from a formula, BOE Pro captures the difference in a delta column. It would be nice if the Calcu...
Guest about 1 year ago in BOE Pro 0 Planned

CTRL and Shift to multi-select on the Estimates View

Description: CTRL and Shift to multi-select on the Estimates View Use Case/Example: Most of the time, on the estimates view, I want to select only one PBS. To select a new PBS, I have to deselect the current one in order to select a new one. It wo...
Aaron Hale 5 months ago in BOE Pro 0 Planned

Can BOE Naming template be moved to the Proposal settings on the BOE Section Tab

***Please reassign this ticket to Heather Neiger as Sam is retiring*** Every proposal will have a preference, controlling this Globally is nice for a default, but realistically should be at the proposal level.
Guest about 1 year ago in BOE Pro 0 Planned

Spread Curves: Display the Curve like in CE

Description: display a graph of the spread curve like CE Use Case/Example: The author of the BOE will need to understand the spread curve sections especially for custom curves.
Guest 10 months ago in BOE Pro 0 Planned

Auto filter resources for formula type

Description: Calculations already have a cost type (Hours, Cost, Heads) Filter the resource list when assigned a resource to a calculation to resources that match the cost type for the calculation Use Case/Example:
Aaron Hale 5 months ago in BOE Pro 0 Planned

Preview button on commands doing changes on proposal

Description: Since we do not support Undo command, I think we should think which commands can benefit the most from having a Preview button like Bulk Import and Create From BOE Library. The idea is to let the user know what the result of the execu...
Guest 10 months ago in BOE Pro 0 Future consideration

Bulk Import multiple entity types from a single file

Description: Now that we support a named Sheet in the Excel Bulk template, that makes it suitable to have just one file with multiple sheets for each entity and process a bulk import on multiple types - pbses, tasks, resource, resource estimates e...
Guest 10 months ago in BOE Pro 0 Future consideration

Create from BOE Library process improvements

Description: Currently the process is matching library data by name, but it would be better if the user is provided with a window similar to Audit page where he would be able to select by himself the matching. If a there is a matching item by name...
Guest 10 months ago in BOE Pro 0 Future consideration