BOE Pro

Feature Request: Calculated Columns in Material View Summary: Enable users to add custom calculated columns directly in the material view grid. Calculations should reference existing fields, apply common functions (e.g., sum, average, min/max), an...

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: 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...

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: 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: 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...