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BOE Pro

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Combined Bulk Import File

Description: Entering estimates is complicated. Adding the capability to upload helps get there, but an Estimator would need to upload estimate data 3 times (I think; check this). Once for Task, once for Resource estimates, and once for Resource I...
Guest 8 months ago in BOE Pro 0 Future consideration

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 7 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 4 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 8 months ago in BOE Pro 0 Future consideration

Rejected Reason for Workflow

Description: A configurable dropdown list required for why the BOE was rejected Use Case/Example:
Kenny Louden 3 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 5 months ago in BOE Pro 0 Future consideration

Add the user search function back after the 9.6.100 upgrade

Description: the filter function was removed from the user list in BOE Pro Use Case/Example: It would be nice to be able to look up users not scroll the list until you can locate.
Guest 2 months ago in BOE Pro 0 Future consideration

Direct Cost on Dashboard

Description: Add the direct cost on the proposal dashboard Use Case/Example: Including Direct Costs on the dashboard ensures users can see the full cost structure of a proposal, especially when derivative resources are automatically calculated fro...
Guest 2 months ago in BOE Pro 0 Future consideration

Show CERs on the Dashboard

Description: The dashboard does not show CER calculated values. Add an Update Cers button to the dashboard. Use Case/Example: Including CERs on the dashboard ensures users can see the full cost structure of a proposal, especially when derivative r...
Guest 2 months 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 8 months ago in BOE Pro 0 Future consideration