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Lock BOE Content in the Workflow

Description: We need the ability to lock down the BOE content but not lock down the workflow. Use Case/Example: Once the Author has complete the BOEs and Estimates they are unable to move the workflow when it is locked. We are needing the ability ...
7 months ago in BOE Pro 0 Planned

Proposal Level Permission Overrides

Feature Request: Proposal-Level Permission Overrides (Parity with CE) Summary: Add proposal-level permission overrides in BOE Pro, mirroring Contractor Edition (CE), so admins can fine-tune who can view or edit specific proposals. Problem Statemen...
over 1 year 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.
almost 2 years ago in BOE Pro 0 Planned

Allow multi-select the ram view

Feature Request: Multi-select PBS elements in RAM View Summary: Add the ability for users to select one or multiple PBS elements directly within the RAM View so they can perform bulk actions such as export or delete on the selected set, rather tha...
4 months ago in BOE Pro 0 Planned

Time-Phased Estimates in BOE Detail Report

Feature Request: Time-Phased Estimates in BOE Detail Report Summary: Add support for time-phased estimates within the BOE detail report in BOE Pro so that effort and cost can be distributed across time periods (e.g., months, quarters, or fiscal ye...
about 2 years ago in BOE Pro 2 Planned

FEE and POP by PBS

Feature Request: FEE and POP Inheritance at PBS Level Summary: Enable users to define FEE overrides and Period of Performance (POP) at the PBS (e.g., CLIN) level so that all underlying tasks automatically inherit the specified FEE% and/or are cons...
over 1 year ago in BOE Pro 3 Planned

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

Feature Request: Option to include workflow log and reset steps when copying proposals Summary: Enable users to optionally include the workflow log and reset workflow steps when copying a proposal in BOE Pro. By default, the workflow log remains e...
over 1 year ago in BOE Pro 0 Planned

BOE Check List, Workflow and BOE Section

Feature Request: BOE Checklist Section and Workflow Gate Summary: Introduce a required, customizable BOE Checklist as its own BOE Section that must be fully completed before a proposal can advance. This ensures all key proposal steps are tracked, ...
over 1 year ago in BOE Pro 0 Planned

BOE Name and Resource Templates Proposal property level vs system level

Proposal Templates: We can set some global parameters in BOE Pro one is what is contained in the Resource ID field. Currently, we have it set to [Resource Name][Cost Center]. It would be valuable for this to be adjusted to set at the proposal leve...
almost 2 years ago in BOE Pro 0 Planned

Spread Curves: Display the Curve like in CE

Feature Request: Spread Curve Visualization Graph (CE-style) Summary: Provide a visual graph of the spread curve within BOE Pro, similar to the existing display in CE. The visualization should clearly illustrate curve sections and transitions so t...
over 1 year ago in BOE Pro 0 Planned