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BOE Pro

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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

Estimates not removed after formula removed.

Description: Add a setting in the proposal properties to cascade delete estimates when a formula is deleted. Use Case/Example: The user goes to the Calculations tab and deletes a formula; they expect that the estimates connected to the formula and...
Aaron Hale 7 months ago in BOE Pro 0 Future consideration

Adding labor categories to section apart from hour calculations/formulas

Description: Double-clicking a formula in the Section view opens the Add Estimate window, where the estimator can add resources, worth leaving the BOE Section. Use Case/Example: Having to go to a different screen to enter estimates creates extra c...
Aaron Hale 7 months ago in BOE Pro 0 Future consideration

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

The ability to enable and disable auto calculations at the proposal properties/template level.
Aaron Hale over 2 years 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 almost 2 years ago in BOE Pro 0 Planned

Append What-If Log to BOE

No description provided
Guest almost 2 years ago in BOE Pro 0 Planned

Option to prevent assigning the same user to multiple workflow steps

Use case: User should not be able to be the writer and review at the same time.
Aaron Hale over 2 years 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 over 1 year 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 over 1 year ago in BOE Pro 0 Future consideration

User view of entire summary (custom) field mapping

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...
Brianna Troiano 9 months ago in BOE Pro 0 Future consideration