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BOE Pro

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ESI field criteria

Description: The ability to add a criteria text field to the ESI field properties and have the user see the criteria in the ESI query. Use Case/Example: The user has to use an * to change the search criteria. Example: *1234 means ending in 1234, 1...
Guest about 2 months ago in BOE Pro 0 Planned

BOE Pro ONLY required global resource fields

Description: Need a way to make Global Resource Fields required in BOE Pro but not required in Contractor Edition (CE). Use Case/Example: I have global fields that estimators must fill out. However, some CERs do not use those fields in CE.
Guest about 2 months ago in BOE Pro 0 Planned

Make BOEs visible to all

Description: Users can only see all BOEs on a proposal if assigned in the RAM or by a RAM Admin. Create an option for proposals to make all the BOEs visible to all users as read-only. Provide a default setting in the system settings. Use Case/Exam...
Guest about 2 months ago in BOE Pro 0 Future consideration

Prompt to remove estimates when deleting a formula.

Description: Prompt to remove estimates when deleting a formula. Save the user time by prompting them when deleting the formula if there are estimates assigned. If the user responds in the affirmative, delete the estimates automatically. Use Case/...
Guest about 2 months ago in BOE Pro 0 Future consideration

Filter for RAM Group for people that are assigned in the workflow in the proposal

Description: Add a filterable column for users that are assigned to the workflow in the RAM view Use Case/Example: When setting up the RAM group for the proposal, I want to add only users who are part of the proposal's workflow.
Guest about 2 months ago in BOE Pro 0 Future consideration

Expand Allow Estimate Level to RAM Group

Description: Allow the Estimate level setting for the RAM group. The ability to force people within a RAM group to either enter the BOE at the Task or PBS level. Use Case/Example: The Engineering users must enter the BOE at the Task level, while t...
Guest about 2 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 6 months ago in BOE Pro 0 Planned

Estimates not removed after formula removed.

Description: Add a setting in the proposal properties to cascade delete estimates when a formula is deleted. Use Case/Example: The user goes to the Calculations tab and deletes a formula; they expect that the estimates connected to the formula and...
Aaron Hale 28 days ago in BOE Pro 0 Future consideration

Adding labor categories to section apart from hour calculations/formulas

Description: Double-clicking a formula in the Section view opens the Add Estimate window, where the estimator can add resources, worth leaving the BOE Section. Use Case/Example: Having to go to a different screen to enter estimates creates extra c...
Aaron Hale 28 days ago in BOE Pro 0 Future consideration

Auto Flex Shift When changed Task Dates

Description: When changing task dates, there are resources for the task. The user must run a flex shift to change the dates. Make sure that when changing task dates and there are resources on the task, the flex shift is launched automatically.
Kenny Louden about 2 months ago in BOE Pro 0 Future consideration