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BOE Pro

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Proposal Level Permission Overrides

Proposal Level Permission Overrides like CE. Implement Proposal-Level Permission Overrides in BOE Pro similar to those in Contractor Edition (CE). This feature will allow users to set specific permissions at the proposal level, enhancing control ...
Guest about 1 year ago in BOE Pro 0 Planned

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 3 months ago in BOE Pro 0 Planned

Bulk Import for PBS

Description: Add the bulk import functionality for PBS items. Use Case/Example: The user may need to add many PBSs at the same time.
Guest 12 months ago in BOE Pro 0 Planned

Default Views for the Pivot Grid like CE has for default pivot items

*** Please reassign this ticket to Heather Neiger as Sam is retiring*** Standard Data views: * Hours/Units/Costs By PBS, Task and Resource* BOE Names BY RAM* Formulas by PBS, Task and Resource* Etc.
Guest over 1 year ago in BOE Pro 0 Planned

FEE and POP by PBS

Description: Enable assigning FEE override and Period of Performance (POP) at the PBS level. This can be just the FEE or just the POP or both. Tasks under the PBS automatically inherit the FEE% and/or are restricted to the PBS's POP. Use Case: A u...
Guest about 1 year ago in BOE Pro 3 Planned

Option to include workflow log and reset steps when proposal is copied (log not included default)

Description: Add an option to include the workflow log when copying a proposal in BOE Pro. By default, the log is excluded, but users can opt to include it. Also add an option to reset the workflow steps in the copied proposal, ensuring a clean wo...
Kenny Louden about 1 year ago in BOE Pro 0 Planned

BOE Check List, Workflow and BOE Section

Description: This BOE Pro feature adds a required customizable checklist as a BOE Section to track key proposal steps. The checklist must be fully completed before advancing, ensuring no critical tasks are missed. The enhanced BOE Section streamli...
Guest about 1 year ago in BOE Pro 0 Planned

Spread Curves: Display the Curve like in CE

Description: display a graph of the spread curve like CE Use Case/Example: The author of the BOE will need to understand the spread curve sections especially for custom curves.
Guest about 1 year ago in BOE Pro 0 Planned

User alerts and monitoring

Description: Add the ability to see when users are logged into BOE Pro. Also a popup or alert to let users know that a planned outage will be happening. Use Case/Example: When a planned upgrade is going to take place have a popup that users have t...
Guest 3 months ago in BOE Pro 0 Planned

Time-phased BOE reports

Time-phased BOE reports
Guest over 1 year ago in BOE Pro 2 Planned