BOE Pro

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...

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.

Description: Add the ability to see when users are logged into BOE Pro. Also a popup or alert to let users know that a planned outage will be happening. Use Case/Example: When a planned upgrade is going to take place have a popup that users have t...

Description: Reset the workflow of any affected BOEs on the proposal when a What-If is run. Notify workflow assignees on affected BOE's Use Case/Example: When BOEs are on the proposal, running a What-If on the proposal can change BOE estimates. Th...

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...

Description Add the Resource Code Mapping Tab (and ability to Map the codes to resources) to Proposal Templates. Use Case I have the same mapping for all of my resources, and they only change once a year; I need to be able to create all my proposa...

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.

Feature Request: Column-level permissions for non-required fields Summary: Introduce a configurable permission model that allows administrators to control visibility of all non-required columns within the application. Administrators should be able...

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...

Screens like the workflow log, edit resource, etc. are unable for the user to resize to see more of the data at once. Recommend the user being able to resize the screens like CE.