BOE Pro

Feature Request: Preserve Import Order with Autonumbering Summary: Ensure that when users import items with autonumbering enabled, the system preserves the original order from the import source (e.g., spreadsheet) and applies numbers according to ...

Description: I would like to propose an enhancement to the Skill Mix table to improve usability, consistency, and clarity for users. Proposed changes Add a “Total” row to the Skill Mix table Introduce a Total row that aggregates and represents a...

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...

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: Work Schedule Table in BOE Template Properties Summary: Enable users to define and manage a Work Schedule table directly within BOE template properties so that rate modifiers configured in BOE can be seamlessly translated and pres...

Feature Request: RAM Group Admin Management Summary: Introduce the ability to designate one or more administrators per RAM Group who can manage RAM elements specifically associated with their group. These RAM Group Admins will have focused access ...

Feature Request: RAM-Scoped Reporting and Dashboards Summary: Add a role-based permission option that limits pivots, reports, and dashboards so that users only see proposal data for PBS elements where they are assigned as a RAM. This enables broad...

Feature Request: Add Filters to Users Admin View Overview: Enhance the Users admin view in BOE Pro by adding filter functionality, making it easier for administrators to find and manage users. These filters should work consistently with those foun...

Feature Request: Map BOE Sections When Copying BOE Description: When users copy a Basis of Estimate (BOE) to create a new proposal, the new proposal may have a different set of BOE sections or section names compared to the original. This feature w...

Feature Request: Configurable validation for BOE calculation discrepancies Summary: Introduce configurable validation options that control how BOE records behave when there are discrepancies between calculated values and direct user inputs. The fe...