All ideas

Feature Request: Option to include workflow log and reset steps when copying proposals Summary: Enable users to optionally include the workflow log and reset workflow steps when copying a proposal in BOE Pro. By default, the workflow log remains e...

Feature Request: BOE Checklist Section and Workflow Gate Summary: Introduce a required, customizable BOE Checklist as its own BOE Section that must be fully completed before a proposal can advance. This ensures all key proposal steps are tracked, ...

Feature Request: Spread Curve Visualization Graph (CE-style) Summary: Provide a visual graph of the spread curve within BOE Pro, similar to the existing display in CE. The visualization should clearly illustrate curve sections and transitions so t...

Feature Request: Configurable Access to Win/Lose Home Dashboard Summary: Introduce configurable access controls for the Win/Lose Home dashboard so that administrators can restrict visibility by role, user group, or individual user. This ensures th...

Summary: Enable round‑trip export of User Field data to Open Plan. Problem Statement: User Fields are ignored during export, causing data loss and incomplete round‑trip synchronization. Proposed Solution: Support exporting ProPricer User Field val...

Summary: Eliminate unintended activities and logic gaps during export to Open Plan. Problem Statement: ProPricer exports can generate unexpected extra activities that have no associated logic, resulting in invalid schedules. Proposed Solution: Ens...

Summary: Allow ProPricer exports to reuse original Open Plan project artifacts. Problem Statement: Exports from ProPricer always create a new project with new calendar and resource files, breaking continuity with the originally imported project. P...

Need to be able to identify the different database setup.

Feature Request: Add Resource Class to BOE Pro Pivot Grid Summary: Enable users to include Resource Class as a dimension in the BOE Pro pivot grid so they can analyze hours by month grouped and filtered by resource classes. Problem Statement: Curr...

Currently, if a child group needs to be moved under a different Parent group, the entire row must be deleted and it has to be rebuilt again under the new Parent group. It would be helpful if all of the existing fields did not have to be deleted. A...