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BOE Pro

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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 2 months ago in BOE Pro 0 Planned

Use Current Table Setting, Indicate the Current Table in List, and warn when not using current on submit

Description: The ability to set the current table in the template and have the created proposal automatically select the current table when created. And the ability to see the current table when selecting tables in the proposal properties. And wan...
Guest 6 months ago in BOE Pro 0 Future consideration

Notifications for people removed from the workflow

Description: If a user is removed from access to a proposal, remove them from the workflow. Email the proposal owners PBS Owners (When Multilevel RAM) that the user was removed. Include the PBS's the user was removed from and the workflow steps th...
Guest 6 months ago in BOE Pro 0 Future consideration

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

ESI Shown in Query option

Description: Need to set specific fields not to be in the query. The idea is that these fields will be in the results and the tables/data inserted into the BOE, but not in the list of fields for which the user will enter data. It's the opposite fu...
Guest 4 months ago in BOE Pro 0 Planned

Copy and Bulk Copy BOEs across Tasks, PBS, and Proposals

Description: Enable users to copy a PBS or Task to a different Task or PBS, or perform bulk copy operations within and across proposals. This includes the ability to copy multiple PBS/Tasks or selected data from one location to another, as well as...
Guest 9 months ago in BOE Pro 0 Planned

Do not allow the creation custom resource fields if that field already exists as a global.

Description: Validate the creation of proposal level resource fields against the global Resource field list. Proposal level resource fields cannot have the same name as a global field. Use Case/Example:
Aaron Hale about 1 month ago in BOE Pro 0 Planned

Maintain Formula Links when Replacing All

Description: Maintain Formula Links when Replacing All
Guest 3 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

Workflow at the Task Level.

Description: The ability to assign the workflow at the task level. The ability to assign review and approval steps for the workflow from the people assigned to the PBS when creating a task. Use Case/Example: The BOE Author will create a task for t...
Guest 6 months ago in BOE Pro 0 Planned