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BOE Pro

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Add Proposals I own to the My Proposal list on the dashboard.

Description: Add all the proposals I own to the list of My Proposals on the dashboard Use Case/Example:
Guest 6 months ago in BOE Pro 0 Shipped

Include Access Tags from the user when creating from a proposal template

Description: Include Access Tags from the user when creating from a proposal template. Use Case/Example: Right now, the users Access Tags are not added to the proposal when creating from a template. Only the template access tags are added to the p...
Guest 6 months ago in BOE Pro 0 Shipped

Auto-number for Resource ID.

Description: Add the ability to have a numeric value instead of all the resource fields when importing from CE. The user would need to ability to select which fields are used to make the Resource ID with a numeric value to make it unique. Use Case...
Guest 10 months ago in BOE Pro 0 Shipped

Required Indirect Pool

Description: The ability makes the indirect pool required when inputting a resource. Make it configurable in the proposal properties/template properties. Use Case/Example: Users must select the Indirect Pool on specific proposals to apply the corr...
Guest 10 months ago in BOE Pro 0 Shipped

Option to force RAM assignment to first step on PBS creation.

Description: Currently, when a user creates a PBS, they are automatically assigned to all workflow steps for which they appear in the workflow. An option is needed to create a new PBS to force the creator to be assigned only to the first step. Use...
Guest 7 months ago in BOE Pro 0 Shipped

Select Folder when submitting to ProPricer

When submitting to ProPricer allow the user to select the folder that the proposal will go to In CE.
Aaron Hale over 1 year ago in BOE Pro 0 Shipped

Task and Resource Creation

Please reassign this ticket to Heather Neiger as Sam is retiring Merge into 67 and check 47 Can't create a Task via BOE view, but can create a Resource. Need to have both capabilities. Can Estimators be able to enter a PBS?
Guest over 1 year ago in BOE Pro 0 Shipped

Can Additional Fields be Submitted to CE from BOE Pro

Limited BOE information is passed from BOE Pro to CE...can more information be sent to CE. Reporting in BOE PRO is very limited, which will result in most reporting occurring in CE. For example, BOE ID, BOE Status, Author, Approver, formula name, ...
Guest over 1 year ago in BOE Pro 1 Shipped

Remove the Quick Insert feature from the text area.

Remove the Quick Insert feature from the text area and add it as a menu button to prevent it from blocking text input in its current location.
Guest about 1 year ago in BOE Pro 0 Shipped

Open Instruction in a different window clicked.

Description: when the user clicks the instructions for a BOE section. Open those instructions in a different browser tab. Use Case/Example: The user may need to see the instructions and work on the BOE simultaneously.
Guest 10 months ago in BOE Pro 0 Shipped