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...

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...

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...

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

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....

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...

Feature Request: Set default view when opening a proposal Summary: Introduce a user-specific setting that allows estimators to define which proposal view (e.g., BOE View) opens by default when they double-click a proposal. This ensures the proposa...

Feature Request: Delete PBS Parent With Child Retention Options Summary: Provide users with options when deleting a PBS item to either delete its children or keep them by reassigning them to a new parent (including the root where valid). This ensu...

Ability to manually create BOE versions prior to the final step in workflow. Ability to control versioning after hitting + at any point but have it automatically create one at the end and be able to revert back to a prior BOE version as well. Abil...