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BOE Pro

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Add QTR to the Pivot Grid

Description: Currently the time phasing does not allow for QTR. Add the option to pivot by QTR to the pivot grid in BOE Pro and group like items in the list of pivot selections. IE. Resource items should be grouped in the category Resource, Task i...
Guest about 2 months ago in BOE Pro 0 Planned

Allow to save BOEs to the Library when the Proposal does not have workflow

Description: When a proposal does not use workflow, there is currently no way to save those BOEs to the Library. Use Case/Example: Often, small proposals will not have workflow steps, but those BOEs are useful for the library.
Aaron Hale 7 months ago in BOE Pro 0 Future consideration

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 3 months ago in BOE Pro 0 Planned

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

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 8 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

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 5 months ago in BOE Pro 0 Future consideration

Add the user search function back after the 9.6.100 upgrade

Description: the filter function was removed from the user list in BOE Pro Use Case/Example: It would be nice to be able to look up users not scroll the list until you can locate.
Guest 2 months ago in BOE Pro 0 Future consideration

Direct Cost on Dashboard

Description: Add the direct cost on the proposal dashboard Use Case/Example: Including Direct Costs on the dashboard ensures users can see the full cost structure of a proposal, especially when derivative resources are automatically calculated fro...
Guest 2 months ago in BOE Pro 0 Future consideration

Show CERs on the Dashboard

Description: The dashboard does not show CER calculated values. Add an Update Cers button to the dashboard. Use Case/Example: Including CERs on the dashboard ensures users can see the full cost structure of a proposal, especially when derivative r...
Guest 2 months ago in BOE Pro 0 Future consideration