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Ideas

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    The ability to disable the Sync of CER's

    Feature Request: Selective CER Synchronization from ProPricer CE Summary: Introduce the ability for users to choose which Cost Estimate Records (CERs) from ProPricer CE are included when synchronizing proposals into BOE Pro. This selective sync wi...
    over 1 year ago in BOE Pro 0 Planned

    Be able to place a limit on the number of characters allowed on a BOE Sections

    Feature Request: Configurable Character Limits for BOE Sections Summary: Introduce a configurable character limit for each BOE section so that authors cannot exceed defined thresholds when entering text. This will enforce consistency, prevent over...
    over 2 years ago in BOE Pro 0 Future consideration

    MS Project

    Feature Request: Import PBS and Tasks from MS Project Summary: Enable users to import the Proposal Breakdown Structure (PBS) and associated tasks directly from Microsoft Project into BOE Pro. This integration should map MS Project structures (e.g....
    over 2 years ago in BOE Pro 0 Future consideration

    The Ability to assign people within the RAM Group to specific workflow roles.

    Feature Request: Assign RAM Group members to workflow roles Summary: Enable administrators to assign specific individuals within the RAM Group to defined workflow roles (e.g., Reviewer, Approver, Implementer) so that responsibilities are clear, ro...
    almost 3 years ago in BOE Pro 0 Planned

    Set Default View When Opening The Proposal

    Feature Request: Set default view when opening a proposal Summary: Introduce a user-specific setting that allows estimators to define which proposal view (e.g., BOE View) opens by default when they double-click a proposal. This ensures the proposa...
    almost 3 years ago in BOE Pro 0 Future consideration

    Delete PBS Parent With Child Retention Options

    Feature Request: Delete PBS Parent With Child Retention Options Summary: Provide users with options when deleting a PBS item to either delete its children or keep them by reassigning them to a new parent (including the root where valid). This ensu...
    almost 3 years ago in BOE Pro 0 Future consideration

    Dedicated SQL Pool authentication and support

    https://learn.microsoft.com/en-us/azure/synapse-analytics/sql-data-warehouse/sql-data-warehouse-overview-what-is
    over 3 years ago in Integration Pro 0 Planned

    Ability to create versioning prior to the final step in workflow

    Ability to manually create BOE versions prior to the final step in workflow. Ability to control versioning after hitting + at any point but have it automatically create one at the end and be able to revert back to a prior BOE version as well. Abil...
    almost 2 years ago in BOE Pro 0 Planned

    HTML Import to ProPricer format

    Add the ability to import from an HTML document and adjust the format to ProPricer RTF.
    over 3 years ago in Integration Pro 0 Future consideration

    Export Proposal Resource Fields

    The ability to export proposal resources fields like the proposal summary fields.
    over 3 years ago in Integration Pro 0 Planned