BOE Pro

Feature Request: Add Copy Proposal to Recent Proposals List Summary: Automatically include newly copied proposals in the Recent Proposals list so users can quickly access and continue working on them. Problem Statement: After copying a proposal, u...

Feature Request: Copy Proposal with Options Summary: Allow users to copy an existing proposal along with selected configuration options, structures, and content so they can quickly create new proposals based on proven patterns. Problem Statement: ...

Feature Request: Workflow Admin Eligibility Right in Roles Summary: Add a role-based permission that explicitly grants or restricts workflow administration rights, making it easier to control who can configure and modify workflows. Problem Stateme...

Feature Request: AI Dela Generative Agent for BOE Drafting, Review, and Update Summary: Introduce an AI-powered assistant (Dela) in BOE Pro that reviews, summarizes, and improves BOE text, validates estimates, and supports interactive, context-...

Feature Request: Missed Workflow Due Date Notifications Summary: Enable automated notifications when workflow step due dates are missed, sending alerts via email and activity feed to Proposal Managers (proposal owners and RAM admins) and the user ...

Feature Request: Configurable Access to Win/Lose Home Dashboard Summary: Introduce configurable access controls for the Win/Lose Home dashboard so that administrators can restrict visibility by role, user group, or individual user. This ensures th...

Feature Request: Automatic Unlocking of Proposals and BOEs on Contractor Edition Sync Summary: Enable the system to automatically unlock associated Proposals and BOEs whenever changes are synced from Contractor Edition. This ensures that synced up...

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: BOE Activity Feed Updates for Variable Changes Summary: Add automated activity feed entries to each impacted BOE whenever a variable in proposal properties is changed. The entry should clearly indicate that a variable used in the ...

Feature Request: Notify BOE workflow participants from Cost Impact Confirmation Summary: Add an optional checkbox to the Variable BOE Cost Impact Confirmation popup labeled "Notify BOE workflow participants," which when selected will trigger an em...