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Archive and Restore for Proposal Templates

Description: Currently, we only support copying proposal templates. Introducing the ability to archive and restore templates would be a valuable enhancement—especially in scenarios where the "Update from Template" feature is used with imported pro...
Guest 16 days ago in BOE Pro 0 Future consideration

Bulk copy from proposal

Description: The idea is to allow users to copy all or selected parts of data from another proposal. In many cases, copying the entire proposal and then removing unnecessary parts might be sufficient. However, there may be use cases where users ne...
Guest 16 days ago in BOE Pro 0 Future consideration

Feature Request: Add Remaining to the Audit Report and Warn on Submit to CE

Summary: Users want to ensure that all values in a BOE are fully allocated before submitting to CE. To support this, we should add a "Remaining" column to the Audit report that shows unallocated values, and trigger a warning during the Submit to C...
Guest about 1 month ago in BOE Pro 0 Future consideration

Edit BOE Name and Description in Library

Description: Edit BOE Name and Description in the Library. Use Case/Example: The name and description are good places for identifying information about the BOE. That information can be different then the name of the BOE in the proposal.
Guest about 1 month ago in BOE Pro 0 Future consideration

Row View for the detailed inputs

Description: The ability to list month values on rows instead of columns Use Case/Example: When copying and pasting from Excel, month values are usually listed in rows. We need the ability to copy past years row by row on the BOE and Estimates view.
Guest about 1 month ago in BOE Pro 0 Future consideration

Only Submit Finalized BOEs

Description: Add a toggle when submitting to CE to only submit finalized BOEs. Use Case/Example: I don't want draft finalized BOEs in my CE proposal.
Guest about 1 month ago in BOE Pro 0 Future consideration

User view of entire summary (custom) field mapping

The ability for users to view entire summary (custom) field mapping within BOE Pro to eliminate having to reference any outside sources or CE for the full mapping. Include a time stamp of when the mapping was last imported to allow pricing leads t...
Guest 20 days ago in BOE Pro 0 Future consideration

Summary (Custom) Field Mappings function like CE when creating/editing tasks

When summary field mappings are imported from CE to BOE Pro (via the "Import CE Estimates" or "Add Proposal from CE" features) and new tasks are created, the structure field drop downs (i.e BOE ID, CLIN, Option, WBS, etc) should function the same ...
Guest 20 days ago in BOE Pro 0 Future consideration

The ability to change the Report Destination in the Section View.

Description: The ability to change if the report is appended, embedded or external in the Section View.Use Case/Example: The ability to change if the report is appended, embedded or external in the Section View.
Kenny Louden about 1 month ago in Cost Volume Pro 0 Future consideration

Tooltips for the document types

Description: Tooltips for the document types Use Case/Example: There are a lot of types of handling for documents, Append, Embedded, ETC and the user may not know what each option does. Add a tooltip to each one with a brief description of what ea...
Kenny Louden about 1 month ago in Cost Volume Pro 0 Future consideration