BOE Pro

Feature Request: Proposal Management Assistant Summary: Enable a proposal management assistant that can review proposals before submission, update and manage proposal properties, build and maintain the PBS and assignments, generate reports and inf...

Feature Request: Allow Submitters to Assign the Next Workflow Approver Summary: Enable users advancing a workflow to assign the next approver when the upcoming workflow step is blank. This would support flexible approval paths by allowing the curr...

Feature Request: Predefined Dropdown Values for Skill Mix Rationale Summary: Introduce a configurable dropdown in the skill mix table “Rationale” column that uses predefined values. These values should be centrally managed and definable at both th...

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: Workflow assignment validation for PBS creation Summary: Ensure that only users who are eligible for a specific workflow step appear as assignment options during PBS creation or editing. If a workflow assignment cannot be complete...

Feature Request: Custom Proposal Status for BOE Pro Summary: Enable BOE Pro users to create and manage custom proposal statuses so they can align proposal tracking with their internal workflows, approval stages, and reporting needs. Problem Statem...

Feature Request: Skill Mix Table Section for Proposals Summary: Introduce a dedicated Skill Mix Table section type within proposals that allows users to include, position, and manage a single Skill Mix Table per BOE. When BOE actuals are created, ...

Feature Request: Workflow due dates by RAM group Summary: Enable administrators to assign default due dates to workflow steps by RAM group so that when a BOE is created and assigned to a user in that group, the workflow due dates are automatically...

Feature Request: Permission to duplicate a BOE Summary: Add a dedicated permission that controls whether a user can duplicate an existing BOE. Users without this permission should still be able to create new BOEs manually, but they should not be a...

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 ...