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Set a default Curve or require the user to select a Curve when entering an estimate.

Description: The ability in CE to set a default Curve is needed in BOE Pro; the default curve can also be blank, requiring the use to select one. Use Case/Example:
Guest 8 months ago in BOE Pro 0 Planned

Summary Field Mapping and Summary Field List Values Sync

Description: Summary Field Mapping and Summary Field List Values Sync Use Case/Example: The user needs to maintain a set of summaries of fields and their mapping in CE, and sync that mapping and the summary field list values from CE.
Guest 2 months ago in BOE Pro 0 Future consideration

Add formula total to the total to the BOE text

Description: Include the total in BOE text. Use Case/Example: Right now, the user has to manually add the total number to the BOE text, and if the calculation is updated, the total is not also updated. The calculation needs to automatically includ...
Guest 8 months ago in BOE Pro 0 Planned

Add Create Access Tag to the assign access tag screen

Description: Add "Create Access Tag" feature to the Assign Access Tag screen Use Case/Example: When assigning an access tag to a user or proposal, I realize I don't have the tag I need. I would like to be able to create the needed tag directly fro...
Aaron Hale about 1 month ago in BOE Pro 0 Future consideration

Remember collapsed and Expanded state for BOE View and Estimates View

Description: Remember the collapsed and expanded state for BOE View and Estimates View Use Case/Example: The User collapses all the PBSs on the BOE or Exanimates View. When they leave the new and return, the tree is fully expanded again.
Aaron Hale about 1 month ago in BOE Pro 0 Planned

User Roles Access for Authorization Server.

Description: Allow Role Based Access in Authorization Server Use Case/Example: Certain user will have access to add new users to Authorization Server but not add, update, or even see licenses.
Guest 3 months ago in Authorization Server 0 Planned

Auto Numbering for PBS and Task.

Description: Need the ability to auto number for a specific PBS level and have the Tasks under that PBS level auto number. Dragging a PBS to a different location/order will update the numbers and the task numbers under it. Counting from top to bot...
Kenny Louden 6 months ago in BOE Pro 0 Planned

Option to print section from section view.

Description: Allow users to directly export/process individual sections from the Section View in BOE Pro. This enhancement provides a quick way to generate printouts for focused review without printing the entire document. Use Case: A user reviewi...
Guest 3 months ago in Cost Volume Pro 0 Future consideration

ESI Esport Results to Excel Button on the Actuals Tab

Description: ESI Export Results to Excel Button on the Actuals Tab. Use Case/Example: The User will need to see all the results in Excel quickly.
Guest 3 months ago in BOE Pro 0 Planned

ESI Option to insert the skill mix table/the Query values into different sections

Description: Need the ability to insert the skill mix table and query formatted results into different sections of the BOE. Use Case/Example: The query-formatted results go in the actuals date section of the BOE, and the Skill Mix table goes into ...
Guest 3 months ago in BOE Pro 0 Planned