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BOE Pro

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Task Totals on the Estimates View

Description: The ability to see the total for each task on a WSB.
Guest 4 months ago in BOE Pro 0 Future consideration

Rejected Reason for Workflow

Description: A configurable dropdown list required for why the BOE was rejected Use Case/Example:
Kenny Louden 3 months ago in BOE Pro 0 Future consideration

Material Event Flows

Add a Tab Called events to the material Configuration in BOE Pro The user can select any external connection and set evert triggered criteria. For example, in the event a BOM is added to the proposal a new version of that BOM is created in the e...
Aaron Hale about 1 month ago in BOE Pro 0 Planned

Archive and Restore Global (System) Data for BOE Pro

Description:A comprehensive data migration system that allows administrators to selectively archive and restore global configuration data from BOE Pro. The system would provide granular control over which data types and specific items to migrate, ...
Guest about 1 month ago in BOE Pro 0 Future consideration

Unassigning All Access Tags

Description: Access Tags can be temporary. Currently, if they are used, they cannot be deleted. Add an option to Unassing All to the access tag. Clicking the unassign all will remove the access tag from all assigned places. Use Case/Example: An ac...
Guest 7 months ago in BOE Pro 0 Future consideration

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 4 months ago in BOE Pro 0 Future consideration

Proposal Breakdown Structure Bar - reduce white space

Description: In the proposal breakdown structure tool bar, Each level created in the folder structure indents the below structures, causing excess white space in the bar, requiring to make the bar larger to see the text and folders. Is there a way...
Guest 2 months ago in BOE Pro 0 Future consideration

Notify User when Leaving the RAM, if any workflow role remains unassigned.

Description: Notify the user when they try to leave the RAM without assigning all the users to the workflow steps. Use Case/Example: It's easy to forget to go to the user workflow assignment after adding the RAM groups.
Guest 3 months ago in BOE Pro 0 Planned

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 9 months ago in BOE Pro 0 Planned

Global fields and CERs in BOE Pro

Description: Need a way to make Global Resource Fields required in BOE Pro but not required in Contractor Edition (CE). Alternatively, there are certain fields that need not be editable by the user, but they need to maintain their default values w...
Guest 5 months ago in BOE Pro 0 Planned