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BOE Pro

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Activity feed is hard to follow. Requires users to read every single word to know what the activity was. See attachment for suggested mockup

Description: Use Case/Example:
Guest 8 months ago in BOE Pro 0 Planned

Define formulas: A place to define commonly used variables that would be able to be auto detected

Define formulas: Have predefined variables that we use throughout the proposal (example: FTE FullTimeEquiv is standard hours per month) so that the autodetect formula feature would detect that it is a formula (example in BOE: 1 FTE*12mo) There are...
Guest over 1 year ago in BOE Pro 0 Future consideration

Rate Modifiers Available in BOE Pro

If the proposal in CE uses rate modifiers, make these items available for the estimator in BOE Pro to select.
Aaron Hale about 2 years ago in BOE Pro 0 Planned

Recommend the BOE resets back to the start when a new BOE version is created

BOE View: When creating a revision of a BOE, once a BOE has been approved, the new BOE doesn't default to the first step in the workflow process. I recommend the BOE resets to the start when a new BOE version is created. In the screenshot, the 2-(...
Guest over 1 year ago in BOE Pro 0 Planned

Date entry like CE

Entering dates in the proposal properties screen (Start Date, End Date, Due Date) requires many clicks especially when changing the month and year. Recommend date entry like CE.
Guest over 1 year ago in BOE Pro 0 Planned

BOE Detail report should not generate when there are direct estimates not assigned to a formula.

Reports: BOE Detail report generates when there are direct estimates not assigned to a formula. The estimate not assigned to a calculation is excluded from the BOE. Recommend the BOEs not generating if there is this kind of error.
Guest over 1 year ago in BOE Pro 0 Planned

Hovering over areas will pop up the other possible choices

It has the same functionality as the proposal screen, where hovering over users will pop up the other possible choices within the administration family. (And possibly other areas as well) Proposed Functionality: Add quick access to all "Security" ...
Guest over 1 year ago in BOE Pro 0 Future consideration

Change log similar to CE

Add functionality similar to the change log in CE to see when estimates were changed in the system. This would include the name and time stamp of when a change would be made.
Guest over 1 year ago in BOE Pro 0 Planned

Option to customize Dashboard

Similar to the BOE View screen where the user has an option to customize what items are seen at the top of the page, adding that functionality to the Dashboard will help the users be able to expand the both the estimate and cost by year screens at...
Guest over 1 year ago in BOE Pro 0 Planned

BOE Reports: Add workflow approval and finalized date plus the approvers name

BOE Reports: Add workflow approval and finalized date plus the approvers name in the work authorization section of the Bid Cost Worksheet? Show who approved the BOE and when, like a time stamp.
Guest over 1 year ago in BOE Pro 0 Planned