BOE Pro

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...

Long Running Process Visible After closing Browser

Feature Request: Customer-facing BOE preview reports Summary: Enable custom reports in BOE Pro so internal users can preview exactly what the customer will see for a given BOE. This would provide a clearer, customer-view representation before shar...

Feature Request: Append What-If Log to BOE Activity Feed Summary: Add a save option to the What-If results screen that allows users to append a filtered version of the What-If log directly to the impacted BOE’s activity feed. This enables users to...

Feature Request: Audit alerts and report for unassigned BOE estimates Summary: Provide proposal owners with proactive alerts and reporting to ensure all calculated hours in a proposal have corresponding estimate assignments. This includes a submis...

Feature Request: Print Attached File Names in Bid Cost Worksheet Summary: Enable BOE Pro to display and print the names of attached files within the Bid Cost Worksheet, similar to the current behavior in Contractor Edition (CE). This will give use...

Feature Request: Attachment Count Column on BOE List Summary: Add a configurable column to the BOE List view in BOE Pro that displays the number of attachments associated with each BOE, enabling reviewers, approvers, and pricing teams to quickly i...

Feature Request: Add manual save button to popup windows Summary: Introduce a manual save button to key popup windows (such as Proposal Properties and Add Estimates) and remove automatic saving of changes within these dialogs. This will allow user...

Feature Request: Jump from Estimates List to BOE/Estimates Views Summary: Enable users to open an estimate directly in either the BOE View or the Estimates View from the Estimates List. This provides a fast, seamless way to move from high-level re...

Feature Request: Preview mode for proposal-altering commands Summary: Introduce a Preview mode for commands that modify proposals (such as Bulk Import and Create From BOE Library) so users can review the exact changes that will be applied before c...