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BOE Pro

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

Auto filter resources for formula type

Feature Request: Auto-filter resources by cost type Summary: Automatically filter the available resource list for a calculation based on the calculation’s cost type (Hours, Cost, or Heads), so users only see relevant resources when assigning them....
about 1 year ago in BOE Pro 0 Planned

List Section Value Ordering

Feature Request: Custom Ordering for List Section Values Summary: Allow users to control the display order of values within list sections by defaulting to order of entry and providing an intuitive way to reorder values manually, rather than enforc...
about 1 year ago in BOE Pro 0 Future consideration

Rename the (Default) template

Feature Request: Rename “(default)” template to “(Blank)” Summary: Update the name of the existing “(default)” template to “(Blank)” so that users clearly understand it is an empty/blank template and not a preconfigured or preferred default config...
about 1 year ago in BOE Pro 0 Future consideration

RAM suggestions: "Show workflow steps" the default view

Feature Request: Make "Show workflow steps" the default RAM view Summary: Set the Responsibilities Assignment Matrix (RAM) to display with "Show workflow steps" enabled by default. Remove or de-emphasize the separate toggle so that users always se...
about 1 year 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.

Feature Request: Scannable Activity Feed with Visual Cues Summary: Improve the activity feed so users can quickly understand what happened at a glance, without reading every word. The feed should use structured layout, visual indicators, and clear...
about 1 year ago in BOE Pro 0 Planned

The ability to enable and disable auto calculations at the proposal properties/template level.

Feature Request: Auto Calculation Toggle at Proposal Template Level Summary: Add the ability to enable or disable system-driven auto calculations at the proposal properties and template level, allowing administrators and power users to control whe...
over 2 years ago in BOE Pro 0 Planned

The ability to see FTEs on the pivot gride.

Feature Request: FTE Metrics on Pivot Grid Summary: Enable users to view and analyze Full-Time Equivalent (FTE) data directly in the pivot grid. The pivot grid should support FTE-based calculations (e.g., allocated FTE, remaining FTE, total FTE by...
about 2 years ago in BOE Pro 0 Planned

Material Event Flows

Feature Request: Material Configuration Event Flows Summary: Introduce an Events tab within the BOE Pro material configuration that allows users to define automated, flow-like event rules triggered by changes in BOE Pro (e.g., BOM updates) and pr...
6 months ago in BOE Pro 0 Planned