BOE Pro

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...

Feature Request: Import PBS and Tasks from MS Project Summary: Enable users to import the Proposal Breakdown Structure (PBS) and associated tasks directly from Microsoft Project into BOE Pro. This integration should map MS Project structures (e.g....

Feature Request: Assign RAM Group members to workflow roles Summary: Enable administrators to assign specific individuals within the RAM Group to defined workflow roles (e.g., Reviewer, Approver, Implementer) so that responsibilities are clear, ro...

Feature Request: Set default view when opening a proposal Summary: Introduce a user-specific setting that allows estimators to define which proposal view (e.g., BOE View) opens by default when they double-click a proposal. This ensures the proposa...

Feature Request: Delete PBS Parent With Child Retention Options Summary: Provide users with options when deleting a PBS item to either delete its children or keep them by reassigning them to a new parent (including the root where valid). This ensu...