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BOE Pro

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Add functionality to make all BOE sections required at one time vs making each section required.

Proposal Properties: Add functionality (maybe a button) to make all BOE sections required at one time vs making each section required one at a time
almost 2 years ago in BOE Pro 0 Planned

BOE Reports: BOE's with Unassigned Estimates should not Print on Reports

BOE Reports: A BOE that has an error is able to be printed; however, the errored resources don't print in the BOE. Recommend that the BOE isn't able to be printed if there are errors. See attached example: Picture 2 shows BOE view error Picture 3 ...
almost 2 years ago in BOE Pro 0 Future consideration

BOE View: Calculation Header Signaling

* Please reassign this ticket to Heather Neiger as Sam is retiring* If estimates are changed outside of the BOE and the original estimates are derived from a formula, BOE Pro captures the difference in a delta column. It would be nice if the Calcu...
almost 2 years ago in BOE Pro 0 Planned

Audit report for unassigned estimates

Feature Request: Audit alerts and report for unassigned BOE estimates Summary: Provide proposal owners with proactive alerts and reporting to ensure all calculated hours in a proposal have corresponding estimate assignments. This includes a submis...
over 1 year ago in BOE Pro 0 Future consideration

User alerts and monitoring

Feature Request: System-wide admin banner messages Summary: Enable admins to create and manage system-wide banner messages that are displayed to all users across the platform. Messages should support configurable visibility windows, automatic expi...
8 months ago in BOE Pro 0 Planned

Long Running Process Visible After closing Browser

Long Running Process Visible After closing Browser
about 2 years ago in BOE Pro 0 Future consideration

Option to prevent assigning the same user to multiple workflow steps

Feature Request: Prevent assigning a user to multiple workflow steps Summary: Add an option in the proposal workflow settings to prevent the same user from being assigned to multiple workflow steps on the same PBS/Task. This ensures clear separati...
over 2 years ago in BOE Pro 0 Planned

Print Attached File Names in Bid Cost Worksheet

Feature Request: Print Attached File Names in Bid Cost Worksheet Summary: Enable BOE Pro to display and print the names of attached files within the Bid Cost Worksheet, similar to the current behavior in Contractor Edition (CE). This will give use...
over 1 year ago in BOE Pro 0 Future consideration

Add Attachments to BOE List.

Feature Request: Attachment Count Column on BOE List Summary: Add a configurable column to the BOE List view in BOE Pro that displays the number of attachments associated with each BOE, enabling reviewers, approvers, and pricing teams to quickly i...
over 1 year ago in BOE Pro 0 Planned

Append What-If Log to BOE

Feature Request: Append What-If Log to BOE Activity Feed Summary: Add a save option to the What-If results screen that allows users to append a filtered version of the What-If log directly to the impacted BOE’s activity feed. This enables users to...
about 2 years ago in BOE Pro 0 Planned