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BOE Pro

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Add formula total to the total to the BOE text

Description: Include the total in BOE text. Use Case/Example: Right now, the user has to manually add the total number to the BOE text, and if the calculation is updated, the total is not also updated. The calculation needs to automatically includ...
Guest 5 months ago in BOE Pro 0 Planned

PBS Permissions for creating a PBS only as a child

Description: Need the ability to limit authors from creating PBS at root. Use Case/Example: My BOE Author may been to create a Level of the PBS, but they should not be able to create a new root level. For example, the proposal may have WBS as the ...
Guest about 2 months ago in BOE Pro 0 Future consideration

Workflow at the Task Level.

Description: The ability to assign the workflow at the task level. The ability to assign review and approval steps for the workflow from the people assigned to the PBS when creating a task. Use Case/Example: The BOE Author will create a task for t...
Guest about 2 months ago in BOE Pro 0 Planned

Auto Find Formula in the Section Properties.

Description: Add a setting in the BOE section to default the auto-find formulas for that section to off. Use Case/Example: Certain sections in the BOE will never have formulas. The user currently has to turn off auto-find formulas causing extra cl...
Guest about 2 months ago in BOE Pro 0 Future consideration

Auto Numbering for PBS and Task.

Description: Need the ability to auto number for a specific PBS level and have the Tasks under that PBS level auto number. Dragging a PBS to a different location/order will update the numbers and the task numbers under it. Counting from top to bot...
Kenny Louden 3 months ago in BOE Pro 0 Planned

External system integration - Able to define which fields are needed for query

Description: When creating a new ESI configuration, it would be beneficial to be able to select which fields are needed for the query (lookup) without impacting the output that gets produced. Use Case/Example: If the source that is being used for ...
Kenny Louden about 1 month ago in BOE Pro 0 Future consideration

Option to force RAM assignment to first step on PBS creation.

Description: Currently, when a user creates a PBS, they are automatically assigned to all workflow steps for which they appear in the workflow. An option is needed to create a new PBS to force the creator to be assigned only to the first step. Use...
Guest 2 months ago in BOE Pro 0 Planned

List Section Value Ordering

Description: Current list sections sort values alphabetically. List values need to be sorted by order of entry with the option to reorder them. Use Case/Example: Every list will have values that are more important than others. (These values are us...
Kenny Louden 2 months ago in BOE Pro 0 Future consideration

Rename the (Default) template

Description: Change the name of the "(default)" template to (Blank) Use Case/Example: When users see (default) they don't think blank.
Guest 2 months ago in BOE Pro 0 Future consideration

Proposal Level Permission Overrides

Proposal Level Permission Overrides like CE. Implement Proposal-Level Permission Overrides in BOE Pro similar to those in Contractor Edition (CE). This feature will allow users to set specific permissions at the proposal level, enhancing control ...
Guest 6 months ago in BOE Pro 0 Planned