BOE Pro

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...

Similar to the BOE View screen where the user has an option to customize what items are seen at the top of the page, adding that functionality to the Dashboard will help the users be able to expand the both the estimate and cost by year screens at...

Feature Request: Default Filter Row on All Grids Summary: Enable the filter row by default on all grids and remember each user’s filter visibility preference across sessions. This would make filtering more accessible and reduce repetitive setup fo...

The options are confusing, specifically the option Task means for SOW on both and BOE-only Task. I think it will be better if we have separate options for Link SOW and Link BOE.

Feature Request: Section-Level Layout and Style Controls for BOE Proposals Summary: Enable users to define and lock layout and style settings—such as margins, page orientation, and fonts—at the section level within BOE proposals. These settings sh...