BOE Pro

That ability to have a predefined set of ERs can be selected at the BOE.

Feature Request: Default Task Description Naming Summary: Provide configurable default naming patterns for task descriptions to standardize how tasks are labeled across proposals. Problem Statement: Inconsistent task descriptions make it harder to...

Feature Request: Valid currency selections when adding a resource Summary: Ensure that only valid and supported currencies can be selected when adding resources, preventing configuration and calculation errors. Problem Statement: Users may inadver...

Feature Request: Option to not lock the BOE Proposal on Submit to CE Summary: Provide a configurable option to prevent automatic locking of BOE proposals when they are submitted to the CE workflow step, allowing continued edits where appropriate. ...

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: Auto Calculation Toggle at Proposal Template Level Summary: Add the ability to enable or disable system-driven auto calculations at the proposal properties and template level, allowing administrators and power users to control whe...