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BOE Pro

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Unassigning All Access Tags

Description: Access Tags can be temporary. Currently, if they are used, they cannot be deleted. Add an option to Unassing All to the access tag. Clicking the unassign all will remove the access tag from all assigned places. Use Case/Example: An ac...
Guest 9 months ago in BOE Pro 0 Future consideration

Button Visibility Issues with Changing Screen Sizes

Description: when working off different screen sizes some of the buttons disappear or are very hard to find. Recommend the ability to see all the submit, cancel buttons etc. when the screen size changes.
Mikala Stephenson about 1 month ago in BOE Pro 0 Planned

Task Totals on the Estimates View

Description: The ability to see the total for each task on a WSB.
Guest 5 months ago in BOE Pro 0 Future consideration

Do not allow the creation custom resource fields if that field already exists as a global.

Description: Validate the creation of proposal level resource fields against the global Resource field list. Proposal level resource fields cannot have the same name as a global field. Use Case/Example:
Aaron Hale 4 months ago in BOE Pro 0 Planned

Set a default Curve or require the user to select a Curve when entering an estimate.

Description: The ability in CE to set a default Curve is needed in BOE Pro; the default curve can also be blank, requiring the use to select one. Use Case/Example:
Guest 11 months ago in BOE Pro 0 Planned

Use Current Table Setting, Indicate the Current Table in List, and warn when not using current on submit

Description: The ability to set the current table in the template and have the created proposal automatically select the current table when created. And the ability to see the current table when selecting tables in the proposal properties. And wan...
Guest 9 months ago in BOE Pro 0 Future consideration

Summary Field Mapping and Summary Field List Values Sync

Description: Summary Field Mapping and Summary Field List Values Sync Use Case/Example: The user needs to maintain a set of summaries of fields and their mapping in CE, and sync that mapping and the summary field list values from CE.
Guest 6 months ago in BOE Pro 0 Future consideration

Rejected Reason for Workflow

Description: A configurable dropdown list required for why the BOE was rejected Use Case/Example:
Kenny Louden 5 months ago in BOE Pro 0 Future consideration

Global fields and CERs in BOE Pro

Description: Need a way to make Global Resource Fields required in BOE Pro but not required in Contractor Edition (CE). Alternatively, there are certain fields that need not be editable by the user, but they need to maintain their default values w...
Guest 6 months ago in BOE Pro 0 Planned

Access Tags for Locations/Folders (folder rights) Edit folders/location option

Description: The ability to assign access tags to locations. The user cannot see the area to select if they do not have the access tag for that location, and they cannot see the proposal saved in that location even if they have access otherwise. T...
Guest 6 months ago in BOE Pro 0 Planned