BOE Pro

Feature Request: Multi-select options for BOE section lists Summary: Enable users to select multiple values from a list-based BOE section (drop-down) in the BOE View, so that a single section can accurately capture scenarios where more than one op...

Feature Request: Bulk BOE Section Requirement Toggle Summary: Introduce a control in Proposal Properties that allows users to set all BOE sections to “required” (or clear the requirement) in a single action, instead of configuring each section ind...

Feature Request: Prevent Printing BOEs with Errors Summary: Prevent users from printing a BOE when it contains errors, including unassigned estimates or other invalid resource conditions. This ensures that printed BOE reports are complete, accurat...

Feature Request: Ability to Favorite Proposals for Quick Access Summary: Introduce a “favorite” or “star” capability that allows users to mark specific proposals and quickly access them from the dashboard and proposal list views. This will provide...

Feature Request: PBS Root Creation Permissions Summary: Introduce permissions that restrict certain users (e.g., BOE Authors) from creating root-level PBS elements, while still allowing them to add child levels under existing PBS structures. This ...

Feature Request: Prevent assigning a user to multiple workflow steps Summary: Add an option in the proposal workflow settings to prevent the same user from being assigned to multiple workflow steps on the same PBS/Task. This ensures clear separati...

Feature Request: Auto-filter resources by cost type Summary: Automatically filter the available resource list for a calculation based on the calculation’s cost type (Hours, Cost, or Heads), so users only see relevant resources when assigning them....

Feature Request: Custom Ordering for List Section Values Summary: Allow users to control the display order of values within list sections by defaulting to order of entry and providing an intuitive way to reorder values manually, rather than enforc...

Feature Request: Rename “(default)” template to “(Blank)” Summary: Update the name of the existing “(default)” template to “(Blank)” so that users clearly understand it is an empty/blank template and not a preconfigured or preferred default config...

Feature Request: Make "Show workflow steps" the default RAM view Summary: Set the Responsibilities Assignment Matrix (RAM) to display with "Show workflow steps" enabled by default. Remove or de-emphasize the separate toggle so that users always se...