BOE Pro

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...

Feature Request: Improve Pivot Grid Intuitiveness Summary: Enhance the Pivot Grid user experience so that users can more easily discover, configure, and interpret pivoted data without needing prior training or deep familiarity with the interface. ...

Feature Request: Proposal Type for Undefined Period of Performance Summary: Introduce a proposal type that allows creation and development of proposals when the Period of Performance (PoP) dates are not yet defined, while still ensuring that a val...

Feature Request: Configurable Required Signers per Workflow Step Summary: Enable configuration of required signers when multiple people are assigned to the same workflow step. Users should be able to designate which individuals are required to sig...

Feature Request: User view of complete summary field mapping Summary: Provide users with an in-application view of the full summary (custom) field mapping used by BOE Pro, including a clear “last imported” timestamp. This removes the need to refer...

Feature Request: Scheduled Rate Tables in BOE Pro Proposals Summary: Enable proposal-specific use of scheduled rate tables in BOE Pro by allowing users to select a scheduled rate table in proposal settings and assign scheduled rate IDs to resource...

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...