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BOE Pro

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Allow to save BOEs to the Library when the Proposal does not have workflow

Description: When a proposal does not use workflow, there is currently no way to save those BOEs to the Library. Use Case/Example: Often, small proposals will not have workflow steps, but those BOEs are useful for the library.
Aaron Hale about 2 months ago in BOE Pro 0 Future consideration

Unassigning All Access Tags

Description: Access Tags can be temporary. Currently, if they are used, they cannot be deleted. Add an option to Unassing All to the access tag. Clicking the unassign all will remove the access tag from all assigned places. Use Case/Example: An ac...
Guest 2 months ago in BOE Pro 0 Future consideration

Update from template with options

Description: Update from a template with options. Use Case/Example: When updating from the template, I may not want to update BOE sections (or other items like workflow).
Aaron Hale 12 days ago in BOE Pro 0 Future consideration

Option to Ignore Margines on added documents

Description: Use Case/Example:
Guest 25 days ago in BOE Pro 0 Future consideration

Edit travel rate by travel element

Description: The ability to limit and edit the travel rate by the travel element. Use Case/Example: The user needs to edit the airfare travel rate, but they should not be able to edit the peridium rate.
Guest 25 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 2 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 2 months ago in BOE Pro 0 Future consideration

Archive and Restore for Proposal Templates

Description: Currently, we only support copying proposal templates. Introducing the ability to archive and restore templates would be a valuable enhancement—especially in scenarios where the "Update from Template" feature is used with imported pro...
Guest 16 days ago in BOE Pro 0 Future consideration

Bulk copy from proposal

Description: The idea is to allow users to copy all or selected parts of data from another proposal. In many cases, copying the entire proposal and then removing unnecessary parts might be sufficient. However, there may be use cases where users ne...
Guest 16 days ago in BOE Pro 0 Future consideration

Feature Request: Add Remaining to the Audit Report and Warn on Submit to CE

Summary: Users want to ensure that all values in a BOE are fully allocated before submitting to CE. To support this, we should add a "Remaining" column to the Audit report that shows unallocated values, and trigger a warning during the Submit to C...
Guest about 1 month ago in BOE Pro 0 Future consideration