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BOE Pro

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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 10 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 8 months ago in BOE Pro 0 Future consideration

Notify User when Leaving the RAM, if any workflow role remains unassigned.

Description: Notify the user when they try to leave the RAM without assigning all the users to the workflow steps. Use Case/Example: It's easy to forget to go to the user workflow assignment after adding the RAM groups.
Guest 4 months ago in BOE Pro 0 Planned

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 5 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 5 months ago in BOE Pro 0 Planned

Proposal Breakdown Structure Bar - reduce white space

Description: In the proposal breakdown structure tool bar, Each level created in the folder structure indents the below structures, causing excess white space in the bar, requiring to make the bar larger to see the text and folders. Is there a way...
Guest 3 months ago in BOE Pro 0 Future consideration

Copy and Bulk Copy BOEs across Tasks, PBS, and Proposals

Description: Enable users to copy a PBS or Task to a different Task or PBS, or perform bulk copy operations within and across proposals. This includes the ability to copy multiple PBS/Tasks or selected data from one location to another, as well as...
Guest 11 months ago in BOE Pro 0 Planned

Notifications for people removed from the workflow

Description: If a user is removed from access to a proposal, remove them from the workflow. Email the proposal owners PBS Owners (When Multilevel RAM) that the user was removed. Include the PBS's the user was removed from and the workflow steps th...
Guest 8 months ago in BOE Pro 0 Future consideration

Material Event Flows

Add a Tab Called events to the material Configuration in BOE Pro The user can select any external connection and set evert triggered criteria. For example, in the event a BOM is added to the proposal a new version of that BOM is created in the e...
Aaron Hale about 2 months ago in BOE Pro 0 Planned

Archive and Restore Global (System) Data for BOE Pro

Description:A comprehensive data migration system that allows administrators to selectively archive and restore global configuration data from BOE Pro. The system would provide granular control over which data types and specific items to migrate, ...
Guest about 2 months ago in BOE Pro 0 Future consideration