BOE Pro

Feature Request: Copy Proposal with Options Summary: Allow users to copy an existing proposal along with selected configuration options, structures, and content so they can quickly create new proposals based on proven patterns. Problem Statement: ...

Feature Request: Workflow Admin Eligibility Right in Roles Summary: Add a role-based permission that explicitly grants or restricts workflow administration rights, making it easier to control who can configure and modify workflows. Problem Stateme...

Feature Request: AI Dela Generative Agent for BOE Drafting, Review, and Update Summary: Introduce an AI-powered assistant (Dela) in BOE Pro that reviews, summarizes, and improves BOE text, validates estimates, and supports interactive, context-...

Feature Request: Missed Workflow Due Date Notifications Summary: Enable automated notifications when workflow step due dates are missed, sending alerts via email and activity feed to Proposal Managers (proposal owners and RAM admins) and the user ...

Feature Request: Maintain Formula Links when Using Replace All Summary: Ensure that formula links and references remain intact when users perform a global “Replace All” operation on text, labels, or identifiers. The feature should intelligently up...

Feature Request: Three-Point Estimating in BOE Pro Summary: Introduce native three-point estimating (optimistic, most likely, pessimistic) in BOE Pro so estimators can capture uncertainty and variability in effort and cost estimates directly withi...

Feature Request: Time-Phased Estimates in BOE Detail Report Summary: Add support for time-phased estimates within the BOE detail report in BOE Pro so that effort and cost can be distributed across time periods (e.g., months, quarters, or fiscal ye...

Feature Request: Bulk PBS Renumbering Summary: Enable users to copy and paste over the number and name of PBS items in bulk, allowing for efficient renumbering or renaming without breaking existing connections. The feature should prevent the creat...

Feature Request: Override Direct Cost Per Month in BOE Pro Description: Enable users to override the direct cost per month within BOE Pro. This functionality will allow users to input actual costs for months where completed work has already occurr...

Feature Request: Partial Bulk Edit from File Summary: Enable users to perform partial bulk edits on proposals and tasks by selecting which columns/fields from an imported file should be updated, while leaving all other fields unchanged. This allow...