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Maintain Formula Links when Replacing All

Description: Maintain Formula Links when Replacing All
Guest about 2 months ago in BOE Pro 0 Future consideration

Task Totals on the Estimates View

Description: The ability to see the total for each task on a WSB.
Guest about 2 months ago in BOE Pro 0 Future consideration

Add Create Access Tag to the assign access tag screen

Description: Add "Create Access Tag" feature to the Assign Access Tag screen Use Case/Example: When assigning an access tag to a user or proposal, I realize I don't have the tag I need. I would like to be able to create the needed tag directly fro...
Aaron Hale 30 days ago in BOE Pro 0 Future consideration

Use Current Table Setting, Indicate the Current Table in List, and warn when not using current on submit

Description: The ability to set the current table in the template and have the created proposal automatically select the current table when created. And the ability to see the current table when selecting tables in the proposal properties. And wan...
Guest 5 months ago in BOE Pro 0 Future consideration

Notifications for people removed from the workflow

Description: If a user is removed from access to a proposal, remove them from the workflow. Email the proposal owners PBS Owners (When Multilevel RAM) that the user was removed. Include the PBS's the user was removed from and the workflow steps th...
Guest 5 months ago in BOE Pro 0 Future consideration

Summary Field Mapping and Summary Field List Values Sync

Description: Summary Field Mapping and Summary Field List Values Sync Use Case/Example: The user needs to maintain a set of summaries of fields and their mapping in CE, and sync that mapping and the summary field list values from CE.
Guest 2 months ago in BOE Pro 0 Future consideration

Submit PBS/BOE Fields

Description: BOEs at the PBS level are not submitted as additional fields to CE. Use Case/Example: User needs to see the BOE field for PBS level BOEs.
Aaron Hale about 1 month ago in BOE Pro 0 Future consideration

Option to print section from section view.

Description: Allow users to directly export/process individual sections from the Section View in BOE Pro. This enhancement provides a quick way to generate printouts for focused review without printing the entire document. Use Case: A user reviewi...
Guest 3 months ago in Cost Volume Pro 0 Future consideration

Make BOEs visible to all

Description: Users can only see all BOEs on a proposal if assigned in the RAM or by a RAM Admin. Create an option for proposals to make all the BOEs visible to all users as read-only. Provide a default setting in the system settings. Use Case/Exam...
Guest 3 months ago in BOE Pro 0 Future consideration

Prompt to remove estimates when deleting a formula.

Description: Prompt to remove estimates when deleting a formula. Save the user time by prompting them when deleting the formula if there are estimates assigned. If the user responds in the affirmative, delete the estimates automatically. Use Case/...
Guest 3 months ago in BOE Pro 0 Future consideration