BOE Pro

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...

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...

Description: Currently, we only support copying proposal templates. Introducing the ability to archive and restore templates would be a valuable enhancement—especially in scenarios where the "Update from Template" feature is used with imported pro...

Add summary tasks to BOE Pro and make sure they work with CERs and ERs

The ability for users to view entire summary (custom) field mapping within BOE Pro to eliminate having to reference any outside sources or CE for the full mapping. Include a time stamp of when the mapping was last imported to allow pricing leads t...

When summary field mappings are imported from CE to BOE Pro (via the "Import CE Estimates" or "Add Proposal from CE" features) and new tasks are created, the structure field drop downs (i.e BOE ID, CLIN, Option, WBS, etc) should function the same ...

Use case: User should not be able to be the writer and review at the same time.

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...

Implement the capability to automatically hide BOE list values that lack corresponding text section mappings. This automation should streamline user workflows by eliminating the need to manually check and hide irrelevant sections, thereby reducing...