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BOE Pro

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Do not force text format in Header/Footer BOE Sections.

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

Add formula name popup bubble in BOE Section test

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.
over 1 year ago in BOE Pro 0 Planned

Add Resource Code Mapping to Proposal Templates

Feature Request: Resource Code Mapping in Proposal Templates Summary: Enable proposal templates to include a Resource Code Mapping tab, allowing users to predefine and maintain a standard mapping between resources and their associated codes. This ...
over 2 years ago in BOE Pro 1 Planned

Offline BOEs and BOE Section Import

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

User Setting for quick adds

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.
over 1 year ago in BOE Pro 0 Planned

Column Permissions for all non-required columns

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

BOE Name and Resource Templates Proposal property level vs system level

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...
almost 2 years ago in BOE Pro 0 Planned

All screens should be able to resize & adjustable like CE

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.
almost 2 years ago in BOE Pro 0 Planned

Align the title and the contents within a column

The alignment of the title and the contents within a column don't align. For example, the BOE ID and BOE Version titles are left aligned, but the data is right aligned. Being out of alignment can make it harder to review the data.
almost 2 years ago in BOE Pro 1 Future consideration

Able to select multiple choices in the drop down when using a list for a BOE section

Feature Request: Multi-select options for BOE section lists Summary: Enable users to select multiple values from a list-based BOE section (drop-down) in the BOE View, so that a single section can accurately capture scenarios where more than one op...
almost 2 years ago in BOE Pro 0 Future consideration