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BOE Pro

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Set a default Curve or require the user to select a Curve when entering an estimate.

Description: The ability in CE to set a default Curve is needed in BOE Pro; the default curve can also be blank, requiring the use to select one. Use Case/Example:
Guest 9 months ago in BOE Pro 0 Planned

Global fields and CERs in BOE Pro

Description: Need a way to make Global Resource Fields required in BOE Pro but not required in Contractor Edition (CE). Alternatively, there are certain fields that need not be editable by the user, but they need to maintain their default values w...
Guest 5 months ago in BOE Pro 0 Planned

Access Tags for Locations/Folders (folder rights) Edit folders/location option

Description: The ability to assign access tags to locations. The user cannot see the area to select if they do not have the access tag for that location, and they cannot see the proposal saved in that location even if they have access otherwise. T...
Guest 5 months ago in BOE Pro 0 Planned

Copy and Bulk Copy BOEs across Tasks, PBS, and Proposals

Description: Enable users to copy a PBS or Task to a different Task or PBS, or perform bulk copy operations within and across proposals. This includes the ability to copy multiple PBS/Tasks or selected data from one location to another, as well as...
Guest 10 months ago in BOE Pro 0 Planned

Add formula total to the total to the BOE text

Description: Include the total in BOE text. Use Case/Example: Right now, the user has to manually add the total number to the BOE text, and if the calculation is updated, the total is not also updated. The calculation needs to automatically includ...
Guest 9 months ago in BOE Pro 0 Planned

Workflow at the Task Level.

Description: The ability to assign the workflow at the task level. The ability to assign review and approval steps for the workflow from the people assigned to the PBS when creating a task. Use Case/Example: The BOE Author will create a task for t...
Guest 7 months ago in BOE Pro 0 Planned

Default Value for Custom Tasks Fields

Description: Allow the custom task fields to have a default value setting. Use Case/Example: There is a custom task field that should always have the same value. Currently, the user must select the same value each time a task is created.
Kenny Louden 7 months ago in BOE Pro 0 Planned

User alerts and monitoring

Description: Add the ability to see when users are logged into BOE Pro. Also a popup or alert to let users know that a planned outage will be happening. Use Case/Example: When a planned upgrade is going to take place have a popup that users have t...
Guest about 2 months ago in BOE Pro 0 Planned

Auto Numbering for PBS and Task.

Description: Need the ability to auto number for a specific PBS level and have the Tasks under that PBS level auto number. Dragging a PBS to a different location/order will update the numbers and the task numbers under it. Counting from top to bot...
Kenny Louden 8 months ago in BOE Pro 0 Planned

Proposal Level Permission Overrides

Proposal Level Permission Overrides like CE. Implement Proposal-Level Permission Overrides in BOE Pro similar to those in Contractor Edition (CE). This feature will allow users to set specific permissions at the proposal level, enhancing control ...
Guest 11 months ago in BOE Pro 0 Planned