BOE Pro

Feature Request: Persist Column Width Settings in Estimates View Summary: Enable the estimates view to remember each user’s column width adjustments so that customized sizing remains in place after leaving and returning to the screen. Problem Stat...

Feature Request: RAM View User Assignment Screen Accessibility Improvements Summary: Improve the RAM View user assignment screen so it remains fully usable on low-resolution displays or when users are zoomed in. The feature should ensure critical ...

Feature Request: Predefined Resource Selections by RAM Group Summary: Enable admins to define a default set of resources for each RAM group on a template or proposal, so estimators only see the most relevant resources for their functional group wh...

Feature Request: Configurable workflow steps by RAM group Summary: Enable users to choose which configured workflow steps apply to each RAM group. This would allow line managers to selectively apply author and approval steps at the group level ins...

Feature Request: Save BOEs to the Library without workflow Summary: Enable users to save Basis of Estimate (BOE) records to the central Library even when a proposal does not use workflow. This ensures that valuable BOEs created for small or simple...

Feature Request: View-only Access to BOEs on Accessible Proposals Summary: Introduce a role-based permission that allows users to view all BOEs associated with proposals they can access, while restricting edit rights to only those BOEs where they ...

Feature Request: Clear proposal resource and task overrides Summary: Enable users to remove resource field overrides and task field overrides from a proposal after they have been applied. This feature should allow users to reset overridden values ...

Feature Request: Automatic RAM-Based Proposal Access Assignment Summary: Optionally Automatically grant users access to a proposal and add them to the appropriate workflow step when they are assigned in the Responsibility Assignment Matrix (RAM), ...

Feature Request: Summary Field-Linked Fee and POP Toggles Summary: Introduce configurable Fee (%) and Period of Performance (POP) options directly on custom task field values, allowing users to automatically populate Fee and POP dates on task crea...

Feature Request: Horizontal scrolling in elements sidebar Summary: Enable horizontal scrolling within the BOE Pro elements sidebar so users can access the indicators column without needing to resize the main workspace area. This allows users to ma...