BOE Pro

Feature Request: Incremental AI Formula Detection in BOE Summary: Enable the AI formula detection capability in the BOE to recognize and process only newly added formulas when rerun, without reprocessing or altering formulas that were previously d...

Feature Request: Configure Dates and Curve on Formula Confirmation Screen Summary: Allow users to set the start date, end date, and curve directly on the formula confirmation screen, reducing navigation and clicks required to finalize formula conf...

Feature Request: Combined Bulk Estimate Import File Summary: Provide a single combined import capability that allows estimators to upload all estimate-related data (WBS, tasks, resources, and hours/cost spreads) in one file, instead of managing mu...

Feature Request: Customizable Summary Information Per Tab Summary: Allow users to configure which summary fields and metrics are displayed in each tab, so they can tailor the visible information to their specific workflows and priorities without a...

Feature Request: Nested ER-Based Derivative Estimates Summary: Enable users to perform derivative estimates on other derivatives, specifically allowing Estimated Results (ERs) to be used as the basis for additional ERs. This would support multi-st...

Feature Request: Subtotals in All Relevant Tabs Summary: Add subtotal calculations to the Calculations, Direct, ER Results, and Travel tabs so users can quickly see intermediate totals without exporting data or manually summing values. This will p...

Feature Request: Incremental AI Formula Updates Summary: Enable the AI to perform incremental, repetitive update passes that identify and generate only new or missing formulas, without reprocessing or modifying formulas that have already been crea...

Feature Request: Cascade deletion of BOE-related resources Summary: Enable automatic cascade deletion of all BOE‑linked elements (such as resources, travel, and other cost items) when a BOE is deleted from a proposal. This ensures that removing a ...

Feature Request: Recycle Bin for Deleted Templates and Proposals Summary: Introduce a Recycle Bin in BOE Pro that temporarily stores deleted templates and proposals. Authorized users can restore these items within a configurable retention period, ...

Feature Request: Role-Based Totals Definitions in Pivot Grid Summary: Add Total Definitions as configurable columns within the Pivot Grid and introduce role-based permissions that control which users can see the totals. This will allow teams to le...