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BOE Pro

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Multiple signers per workflow step

When there are multiple people assigned to the same Workflow Step, allow the selection of the required signers. Should be able to select all or some of the people on the step.
Aaron Hale almost 2 years ago in BOE Pro 0 Planned

Scheduled Rates Available in BOE Pro

Scheduled Rates Available in BOE Pro
Aaron Hale about 2 years ago in BOE Pro 0 Planned

Quick Add for SOW to PBS

The ability to quickly add (Copy Paste) the SOW to multiple PBSs at one time.
Aaron Hale about 2 years ago in BOE Pro 0 Planned

Notifications on Proposal Submit

Description: The ability to notify the proposal managers and CCed by email when a proposal is submitted. Use Case/Example: Pricing does not always know when the proposal was submitted. Notify the right people when a proposal is submitted.
Aaron Hale about 1 year ago in BOE Pro 0 Future consideration

Be able to place a limit on the number of characters allowed on a BOE Sections

Be able to place a limit on the number of characters allowed on a BOE Sections.
Aaron Hale over 2 years ago in BOE Pro 0 Future consideration

Add variables to Expressions in Calculations. Variables can point to single a BOE Total Direct Cost (or Total Price) or several.

Add variables to Expressions in Calculations. Variables can point to single a BOE Total Direct Cost (or Total Price) or several.
Aaron Hale over 2 years ago in BOE Pro 0 Future consideration

MS Project

Import the PBS and Tasks from MS Project
Aaron Hale over 2 years ago in BOE Pro 0 Future consideration

The Ability to assign people within the RAM Group to specific workflow roles.

The Ability to assign people within the RAM Group to specific workflow roles.
Aaron Hale over 2 years ago in BOE Pro 0 Planned

Set Default View When Opening The Proposal

Description When doubling clicking on the proposal to open it, provide a user setting to specify which view is opened by default. Use Case As an estimator I primarily use the BOE View and would like the proposal to open to that view when I double ...
Aaron Hale over 2 years ago in BOE Pro 0 Future consideration

Subtasks for Workflow

Add subtasks in the workflow like a WBS. The goal would be able to describe the tasks need to complete that step of the workflow.
Aaron Hale over 2 years ago in BOE Pro 0 Planned