BOE Pro

Feature Request: Configurable Activity Feed Levels and Retention Summary: Enable administrators to clearly label the activity feed level (System, Proposal, PBS, Task, BOE) in the UI and configure an automatic activity retention window (e.g., last ...

Feature Request: Indirect Rate Table Override in BOE Pro Summary: Allow users to override the default indirect rate table in BOE Pro so they can reuse a single direct rate table with multiple indirect rate structures. This enables more flexible mo...

Feature Request: Effective-Dated Resource Field Values Summary: Enable users to define effective dates for resource field values so that the system automatically applies the correct default value when resources are spread on a proposal, based on t...

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: 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...

Feature Request: Role-based controls for import duplicate handling Summary: Introduce role-based permissions that control which duplicate-handling options are available during data import, specifically restricting access to the “Replace all” behav...

Feature Request: Separate Number and Element Name Columns for Excel Import Summary: Enable users to import tasks from Excel using separate columns for PBS/task number and PBS/task name, instead of requiring both values in a single combined cell. T...

Feature Request: Enforce Unique Task Names with Auto Numbering Summary: Add a proposal-level and template-level setting to enforce unique task names, even when auto-numbering is enabled. When this setting is active, the system should use only the ...

Feature Request: Configurable Proposal Submit Location Summary: Allow users to predefine a default submit location on the Integration tab of proposal properties and templates so that proposals are automatically submitted to the selected folder eac...

Feature Request: Persistent Auto Numbering for BOE Items Summary: Ensure that auto numbering for BOE-related items (e.g., Tasks and PBSs) always assigns the next available number in the sequence, even when prior numbers are removed from the propos...