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BOE Pro

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Jump to filtered Estimate List from BOE List.

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...
over 1 year ago in BOE Pro 0 Planned

Button Visibility Issues with Changing Screen Sizes

Feature Request: Responsive Button Visibility Across Screen Sizes Summary: Ensure all critical action buttons (e.g., Submit, Cancel, Save, Apply) remain visible and easily discoverable across varying screen sizes and resolutions. The feature shoul...
6 months ago in BOE Pro 0 Planned

Edit travel rate by travel element

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...
12 months ago in BOE Pro 0 Future consideration

Add Remaining to the Audit Report and Warn on Submit to CE

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...
12 months ago in BOE Pro 0 Future consideration

Edit BOE Name and Description in Library

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...
12 months ago in BOE Pro 0 Future consideration

Row View for the detailed inputs

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...
12 months ago in BOE Pro 0 Future consideration

Toggle to Only Submit Finalized BOEs to CE

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...
12 months ago in BOE Pro 0 Planned

Remove Linked Calculation and Resource Assignments When Formula Is Removed

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...
about 1 year ago in BOE Pro 0 Future consideration

Ability to "Favorite" Proposals for Quick Access

Feature Request: Ability to Favorite Proposals for Quick Access Summary: Introduce a “favorite” or “star” capability that allows users to mark specific proposals and quickly access them from the dashboard and proposal list views. This will provide...
about 1 year ago in BOE Pro 0 Future consideration

PBS Permissions for creating a PBS only as a child

Feature Request: PBS Root Creation Permissions Summary: Introduce permissions that restrict certain users (e.g., BOE Authors) from creating root-level PBS elements, while still allowing them to add child levels under existing PBS structures. This ...
about 1 year ago in BOE Pro 0 Future consideration