All ideas

Feature Request: Resource ID Auto-Refresh in Edit Resource Summary: Enable the resource ID to automatically refresh in the edit resource view whenever relevant fields are changed or the record is saved. This would ensure the resource ID stays alig...

Feature Request: Preserve AutoNumber as Separate Export Field Summary: Enable AutoNumber to export as its own dedicated column rather than being concatenated with other fields, and ensure it is handled correctly during reimport. This would prevent...

Feature Request: One-click SOW access from PBS elements Summary: Provide a clearly visible SOW button on every PBS element in both the BOE View and the Estimating View. With a single click, users can open the associated Statement of Work (SOW) for...

Feature Request: Maintain Proposal Location on Archive/Restore Summary: Automatically return a restored proposal in BOE Pro to its original location. If the original folder path no longer exists, recreate it so the proposal is placed correctly wit...

Feature Request: Option to include workflow log and reset steps when copying proposals Summary: Enable users to optionally include the workflow log and reset workflow steps when copying a proposal in BOE Pro. By default, the workflow log remains e...

Feature Request: BOE Checklist Section and Workflow Gate Summary: Introduce a required, customizable BOE Checklist as its own BOE Section that must be fully completed before a proposal can advance. This ensures all key proposal steps are tracked, ...

Feature Request: Partial Bulk Edit from File Summary: Enable users to perform partial bulk edits on proposals and tasks by selecting which columns/fields from an imported file should be updated, while leaving all other fields unchanged. This allow...

Feature Request: Bulk sharing for dashboards and reports Summary: Enable users to share dashboards and reports with multiple users at once through a filterable selection interface. This feature would streamline the sharing process by allowing a us...

Feature Request: Intelligent dashboard widget auto-sizing and placement Summary: Enable dashboards to automatically size and place newly added widgets within the grid based on widget type and the order they are added. This should help users create...

Feature Request: Spread Curve Visualization Graph (CE-style) Summary: Provide a visual graph of the spread curve within BOE Pro, similar to the existing display in CE. The visualization should clearly illustrate curve sections and transitions so t...