BOE Pro

Feature Request: Customer-facing BOE preview reports Summary: Enable custom reports in BOE Pro so internal users can preview exactly what the customer will see for a given BOE. This would provide a clearer, customer-view representation before shar...

Feature Request: Audit alerts and report for unassigned BOE estimates Summary: Provide proposal owners with proactive alerts and reporting to ensure all calculated hours in a proposal have corresponding estimate assignments. This includes a submis...

Feature Request: Calculated Columns in Material View Summary: Enable users to add custom calculated columns directly in the material view grid. Calculations should reference existing fields, apply common functions (e.g., sum, average, min/max), an...

Feature Request: Print Attached File Names in Bid Cost Worksheet Summary: Enable BOE Pro to display and print the names of attached files within the Bid Cost Worksheet, similar to the current behavior in Contractor Edition (CE). This will give use...

Feature Request: Add manual save button to popup windows Summary: Introduce a manual save button to key popup windows (such as Proposal Properties and Add Estimates) and remove automatic saving of changes within these dialogs. This will allow user...

Feature Request: Preview mode for proposal-altering commands Summary: Introduce a Preview mode for commands that modify proposals (such as Bulk Import and Create From BOE Library) so users can review the exact changes that will be applied before c...

Feature Request: User view of complete summary field mapping Summary: Provide users with an in-application view of the full summary (custom) field mapping used by BOE Pro, including a clear “last imported” timestamp. This removes the need to refer...

Feature Request: Scheduled Rate Tables in BOE Pro Proposals Summary: Enable proposal-specific use of scheduled rate tables in BOE Pro by allowing users to select a scheduled rate table in proposal settings and assign scheduled rate IDs to resource...

Feature Request: Configurable Character Limits for BOE Sections Summary: Introduce a configurable character limit for each BOE section so that authors cannot exceed defined thresholds when entering text. This will enforce consistency, prevent over...

Feature Request: Import PBS and Tasks from MS Project Summary: Enable users to import the Proposal Breakdown Structure (PBS) and associated tasks directly from Microsoft Project into BOE Pro. This integration should map MS Project structures (e.g....