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View all proposals permissions

Description: Add a user permission like ProPricer for All /Limited proposal view, and one for Admin roles that allow support teams to assist users without the need to be added to the proposal. Use Case/Example: We have multiple business units usin...
Guest 2 months ago in BOE Pro 0 Planned

Cascade Delete BOE and Resources

Description: When a BOE is deleted, all the elements (resource, travel, etc.) assigned to that BOE will be deleted from the proposal automatically. Use Case/Example: Automatically remove all the elements assigned to a deleted BOE to save the user ...
Guest 2 months ago in BOE Pro 0 Future consideration

View the Amount, Direct Cost, and Price by type.

Description: Add a popup tooltip to the BOE List that appears when hovering over the Amount, Direct Cost, or Price cells. The tooltip will show a breakdown of the cell's value by resource type. Use Case/Example: When a user mouses over any Amount,...
Guest about 1 month ago in BOE Pro 0 Planned

Left to right scrolling within BOE Pro Elements/ Indicator sidebar.

Description: Users should be able to scroll left to right within the elements sidebar so we can see the indicators column and not have to resize the window if they have the workspace area larger. Use Case/Example: In the attached screenshot, the i...
Edward Delgado 2 months ago in BOE Pro 0 Future consideration

Tree-view for BOE List

Description: Request to add the capability to maintain the tree view from the BOE view when navigating to the BOE List View. This feature would allow users to retain the hierarchical structure and expanded/collapsed state of items for continuity a...
Guest 20 days ago in BOE Pro 0 Planned

Auto Deactivate After x Number of days

Description: Add a setting to the system setting to auto deactivate the user if they have not logged in a set number of days. Add a configurable notification new for the user that they will lose access if they don't log in. Use Case/Example:
Guest 3 months ago in Authorization Server 0 Planned

Option to Revert to previous version of the BOE.

This option allows users to restore a previous version of the Basis of Estimates (BOE), providing flexibility to undo recent changes or recover from errors. Purpose: To enable users to easily revert the BOE to any prior version of the BOE reduci...
Guest 25 days ago in BOE Pro 0 Future consideration

Prefill fields when there is only one option

Description: When you create a new task or a new BOE it requires you to name them, the tool should pre-fill these fields with the higher level PBS names etc so that you do not have to enter the same info multiple times. Use Case/Example: Creating ...
Guest 28 days ago in BOE Pro 0 Planned

Automate Proposal View by Assignment

Description: Automate who has access to the proposal when they are assigned with in the Workflow/ RAM, Owners, assigned admin. Use Case/Example: Currently there is no way for the people assigned in properties to see they are assigned to the propos...
Mikala Stephenson 28 days ago in BOE Pro 0 Future consideration

Lock BOE Content in the Workflow

Description: We need the ability to lock down the BOE content but not lock down the workflow. Use Case/Example: Once the Author has complete the BOEs and Estimates they are unable to move the workflow when it is locked. We are needing the ability ...
Mikala Stephenson 28 days ago in BOE Pro 0 Planned