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BOE workflow / Audit Log

Is it possible to print the Workflow log in a single report for each BOE. We would like to be able to see Advance/Reject in a column in the log. There might be an enhancement in the que already for an audit or workflow type report.
Guest about 1 year ago in BOE Pro 0 Planned

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
Guest about 1 year ago in BOE Pro 0 Planned

Smart Tracking Number

Description: The ability to include the offeror, solicitor, and date created in the proposal tracking number. Use Case/Example: When keeping track of a proposal and all its iterations in Multiple tools, the user needs to be able to configure the u...
Guest 10 months ago in Management Pro 0 Future consideration

Ability to "Favorite" Proposals for Quick Access

Description: Add ability to "star" or "favorite" proposals for quick access from the dashboard and proposal list views. Use Case/Example: As the pool of proposals increases, this feature would enable one-click access to frequently used proposals t...
Guest 5 months ago in BOE Pro 0 Future consideration

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 ...
Guest about 1 year 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...
Guest about 1 year ago in BOE Pro 0 Planned

CTRL and Shift to multi-select on the Estimates View

Description: CTRL and Shift to multi-select on the Estimates View Use Case/Example: Most of the time, on the estimates view, I want to select only one PBS. To select a new PBS, I have to deselect the current one in order to select a new one. It wo...
Aaron Hale 5 months ago in BOE Pro 0 Planned

Can BOE Naming template be moved to the Proposal settings on the BOE Section Tab

***Please reassign this ticket to Heather Neiger as Sam is retiring*** Every proposal will have a preference, controlling this Globally is nice for a default, but realistically should be at the proposal level.
Guest about 1 year ago in BOE Pro 0 Planned

ProPricer data in the default text setting level

ProPricer data in the default text section level. The ability to set ProPRcier data in the document templates.
Aaron Hale about 1 year ago in Cost Volume Pro 0 Planned

Spread Curves: Display the Curve like in CE

Description: display a graph of the spread curve like CE Use Case/Example: The author of the BOE will need to understand the spread curve sections especially for custom curves.
Guest 10 months ago in BOE Pro 0 Planned