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BOE Pro

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Remove the Calculation when the Formula is removed.

Description: When a user manual removes a formula from the BOE section, delete it from the Calculation Tab. If the calculation already has Resources assigned, provide a popup asking the user if they want to delete the resource assignment. When the...
Aaron Hale 5 months ago in BOE Pro 0 Future consideration

Add Resource Code Mapping to Proposal Templates

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...
Guest about 2 years ago in BOE Pro 1 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

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 11 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 11 months ago in BOE Pro 0 Future consideration

Long Running Process Visible After closing Browser

Long Running Process Visible After closing Browser
Aaron Hale over 1 year ago in BOE Pro 0 Future consideration

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 6 months ago in BOE Pro 0 Planned

RAM suggestions: "Show workflow steps" the default view

Description: Why is the "Show workflow steps" view not the default? I don't understand the purpose of the view without the workflow steps, and it just creates an extra mouse click whenever I come to the RAM. I personally think the Show workflow st...
Guest 6 months ago in BOE Pro 0 Planned

Activity feed is hard to follow. Requires users to read every single word to know what the activity was. See attachment for suggested mockup

Description: Use Case/Example:
Guest 6 months ago in BOE Pro 0 Planned

Eestimating Relationships needs to reference other BOEs.

Add summary tasks to BOE Pro and make sure they work with CERs and ERs
Aaron Hale over 1 year ago in BOE Pro 0 Planned