BOE Pro

Feature Request: Persistent Grid Layout Summary: Enable a persistent grid layout that preserves the user’s preferred screen spacing and layout configuration. This feature should ensure that once a user adjusts the layout to create more visible wor...

Feature Request: Confirmation and cascading deletion for BOE-linked calculations and estimates Summary: Prompt users when deleting BOE text that is linked to calculations and provide an option to automatically remove the associated calculations an...

Feature Request: Combined Bulk Estimate Import File Summary: Provide a single combined import capability that allows estimators to upload all estimate-related data (WBS, tasks, resources, and hours/cost spreads) in one file, instead of managing mu...

Feature Request: Task Column Totals and Visible Task Descriptions Summary: Enable a total row when tasks are displayed in columns on the estimates view and make the task description visible within each tile beneath or alongside the task name. This...

Feature Request: Auto-Adjust Estimates When Task Period Changes Summary: Enable the system to detect when a task’s period of performance is modified and automatically adjust any associated estimate dates that fall outside the new task period, prom...

Feature Request: Restrict Assignable Roles in Workflow Steps Summary: Enable administrators to control which roles can be assigned to workflow steps, so restricted roles such as admin cannot be selected where they are not appropriate. This would h...

Feature Request: Default Auto-Fill for Blank Resource Fields on Import Summary: Enable the import process to automatically populate blank Resource fields with a predefined default value. This ensures imported records remain complete and consistent...

Feature Request: Smart Sections Nested Dropdowns Summary: Enable Smart Sections within BOE Pro sections to support multiple levels of nested dropdowns. This would allow users to organize section content in a more structured and streamlined way, ma...

Feature Request: Configurable Customer Statuses and Proposal Visibility Summary: Enable users to create and manage customer-specific statuses and configure the system to hide proposals from list views when they match selected statuses. This gives ...

Feature Request: Exclude Admin-Only Role from Workflow Step Assignment Summary: Prevent admin-only role from appearing in the available-role dropdown when assigning roles to workflow steps. This ensures users can only select appropriate roles for ...