BOE Pro

Feature Request: AI Agent for Proposal Review Submit/Sync Summary: Introduce an AI-driven proposal review agent that automatically analyzes proposals on each submit or sync action, identifies configurable discrepancies, and generates a detailed, n...

Feature Request: AI Material Management, Review, and Update Agent Summary: Introduce an AI-driven Material Management, Review, and Update Agent in BOE Pro that operates within the Materials View using the existing Dela chat experience. The agent a...

Feature Request: Material Reporting Functions in BOE Pro Summary: Add Material Ad Hoc, Detail Materials, and Bill of Materials (BOM) reporting directly into BOE Pro, preserving all legacy CE report capabilities. Users should be able to generate, f...

Feature Request: BOM Bulk Import/Export via Excel Summary: Enable users to perform bulk import and export of Bills of Material (BOMs) using Excel files, allowing efficient handling of large datasets while preserving data accuracy and structure. Th...

Feature Request: BOM Refresh and Manual Cost Source Selection Summary: Enable users to refresh the BOM in BOE Pro on demand after running the cost source selection process in an external system. The feature should update BOM structure, part inform...

Feature Request: Unlock Proposal from Multiple UI Entry Points Summary: Add the ability to unlock a proposal directly from both the breadcrumb and the proposal hover menu. This provides users with quick, context-sensitive access to unlock actions ...

Feature Request: Add "spread by amount" on initial resource entry Summary: Enable users to specify a total amount (in addition to a percentage) the first time they add a resource, so that allocation can be spread based on a fixed amount without re...

Feature Request: Reset BOE Workflow After What-If Runs Summary: Automatically reset the workflow status of any affected BOEs on a proposal when a What-If is executed, and notify the corresponding workflow assignees that their BOEs require re-revie...

Feature Request: Bulk CER Quick Add Summary: Enable users to add multiple CERs to a proposal at once from the CER view using the quick add functionality. This enhancement would better align the quick add experience with the primary purpose of the ...

BOE Sections: Would be nice if the Header defaulted to the title of the BOE section instead of needing to re-enter it. For Task Description, the header would default to Task Description. (see screenshot) Proposal Properties: Each BOE section has a...