BOE Pro

Feature Request: Quick Add SOW to Multiple PBS Records Summary: Enable users to quickly add or copy-paste a Statement of Work (SOW) into multiple PBS records at once. This feature should support bulk association of a single SOW to many PBS items i...

Feature Request: Material Configuration Event Flows Summary: Introduce an Events tab within the BOE Pro material configuration that allows users to define automated, flow-like event rules triggered by changes in BOE Pro (e.g., BOM updates) and pro...

Feature Request: Proposal User Fields from CE Summary: Support syncing and exposing proposal-level user fields from the Contractor Edition (CE) system into BOE Pro, so that key proposal metadata (e.g., customer, capture manager, contract type, pro...

Implement the capability to automatically hide BOE list values that lack corresponding text section mappings. This automation should streamline user workflows by eliminating the need to manually check and hide irrelevant sections, thereby reducing...

Feature Request: Subtasks for Workflow Steps Summary: Enable users to define and manage subtasks within each step of a workflow, ensuring that all required actions are clearly documented and completed before the workflow can advance. This provides...

Feature Request: Drag Task to Another PBS Summary: Enable users to drag and drop a task from one PBS element to another, with clear rules that prevent movement when the task is connected to a BOE at the PBS level. This provides a faster, more intu...

Feature Request: Reset BOE workflow step on manual version creation Summary: Enable BOE versions that are manually created after approval to automatically reset to the first step in the workflow, ensuring that new versions follow the full review a...

Feature Request: Date Entry Like CE Summary: Enable users to quickly enter and adjust proposal dates (Start Date, End Date, Due Date) using a more efficient date entry interaction, similar to the CE experience. The goal is to minimize clicks and m...

Feature Request: Prevent BOE Detail report generation when estimates are not assigned to a formula Summary: Ensure the BOE Detail report does not generate when direct estimates exist that are not assigned to any formula. Instead, the system should...

Feature Request: Estimate Change Log Summary: Enable users to view a change log for estimates in BOE Pro, similar to the functionality available in CE. The log should show when an estimate was changed, who made the change, and provide visibility i...