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BOE Pro

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Permissions Expansion

*** Please reassign this ticket to Heather Neiger, as Sam is retiring*** Add the ability to control what functionality is available and visible to the estimators within the BOE View. For example, I could turn off the ERs, ER results, and CER tabs ...
Guest about 1 year ago in BOE Pro 0 Shipped

Resource Field Mapping

* BOE Pro does not inherit 'Required' status for External Resource Fields* External Resource Fields also can't be marked as required after creating the proposal.* Resource Field Mapping does not work in Quick Add. Is that intentional?* Can the abi...
Guest about 1 year ago in BOE Pro 0 Shipped

Resource Field Mapping

* Can the ability be added to change view of Resource Fields? i.e. This page on the Estimates View when adding Resource. Can the ability be added to rearrange the order of the fields? Cost Center is required first for RMD (when creating from CE) a...
Guest about 1 year ago in BOE Pro 0 Shipped

Create Task at the BOE View

The ability to create tasks while adding resources to the BOE View
Guest about 1 year ago in BOE Pro 0 Shipped

Workflow user assignments at the BOE View

When a user creates a PBS, who is not a RAM admin, add them to the first step of the workflow automatically and create a popup so they can select the users assigned to the other steps of the workflow for that PBS. Users should only be able to sele...
Guest about 1 year ago in BOE Pro 0 Shipped

Add an update from Template Button

When adding a new approver need a way to assign them on many proposal once.
Aaron Hale almost 2 years ago in BOE Pro 0 Shipped

Tab view default

Make the tab view the default BOE View
Aaron Hale about 1 year ago in BOE Pro 0 Shipped

BOE PRO Terminology Considerations

BOE PRO Terminology Considerations: One of the hurdles with BOE Pro is the terminology within the application, specifically terminology that conflicts with terminology regularly used outside of ProPricer. Below is a recommendation we thought of th...
Guest about 1 year ago in BOE Pro 0 Shipped

Add the estimate view functionality to the BOE view

Add the estimate view functionality to the BOE view allowing estimators to create tasks, resources, trips, etc. in a single screen vs needing to go to 2 locations.
Guest about 1 year ago in BOE Pro 0 Shipped

Warn user that the proposal has not been submitted when syncing

Sync functionality is not intuitive. When the proposal is not submitted, the sync will only integrate library and rate table data, but the user will not be informed. I recommend making a popup warning when sync is used, and the proposal was not su...
Aaron Hale over 1 year ago in BOE Pro 0 Shipped