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BOE Pro

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Set Different Levels for SOW and BOE in the proposal properties.

The options are confusing, specifically the option Task means for SOW on both and BOE-only Task. I think it will be better if we have separate options for Link SOW and Link BOE.
about 2 years ago in BOE Pro 0 Planned

Section-Level Layout and Style Controls for BOE Proposals

Feature Request: Section-Level Layout and Style Controls for BOE Proposals Summary: Enable users to define and lock layout and style settings—such as margins, page orientation, and fonts—at the section level within BOE proposals. These settings sh...
about 2 years ago in BOE Pro 0 Planned

Improve Pivot Grid Intuitiveness

Feature Request: Improve Pivot Grid Intuitiveness Summary: Enhance the Pivot Grid user experience so that users can more easily discover, configure, and interpret pivoted data without needing prior training or deep familiarity with the interface. ...
about 2 years ago in BOE Pro 0 Planned

Proposal Type for Undefined Period of Performance

Feature Request: Proposal Type for Undefined Period of Performance Summary: Introduce a proposal type that allows creation and development of proposals when the Period of Performance (PoP) dates are not yet defined, while still ensuring that a val...
about 2 years ago in BOE Pro 0 Planned

Multiple signers per workflow step

Feature Request: Configurable Required Signers per Workflow Step Summary: Enable configuration of required signers when multiple people are assigned to the same workflow step. Users should be able to designate which individuals are required to sig...
over 2 years ago in BOE Pro 0 Planned

Scheduled Rates Available in BOE Pro

Feature Request: Scheduled Rate Tables in BOE Pro Proposals Summary: Enable proposal-specific use of scheduled rate tables in BOE Pro by allowing users to select a scheduled rate table in proposal settings and assign scheduled rate IDs to resource...
over 2 years ago in BOE Pro 0 Planned

The ability to disable the Sync of CER's

Feature Request: Selective CER Synchronization from ProPricer CE Summary: Introduce the ability for users to choose which Cost Estimate Records (CERs) from ProPricer CE are included when synchronizing proposals into BOE Pro. This selective sync wi...
over 1 year ago in BOE Pro 0 Planned

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

Feature Request: Configurable Character Limits for BOE Sections Summary: Introduce a configurable character limit for each BOE section so that authors cannot exceed defined thresholds when entering text. This will enforce consistency, prevent over...
over 2 years ago in BOE Pro 0 Future consideration

MS Project

Feature Request: Import PBS and Tasks from MS Project Summary: Enable users to import the Proposal Breakdown Structure (PBS) and associated tasks directly from Microsoft Project into BOE Pro. This integration should map MS Project structures (e.g....
over 2 years ago in BOE Pro 0 Future consideration

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

Feature Request: Assign RAM Group members to workflow roles Summary: Enable administrators to assign specific individuals within the RAM Group to defined workflow roles (e.g., Reviewer, Approver, Implementer) so that responsibilities are clear, ro...
almost 3 years ago in BOE Pro 0 Planned