BOE Pro

Feature Request: Configurable workflow steps by RAM group Summary: Enable users to choose which configured workflow steps apply to each RAM group. This would allow line managers to selectively apply author and approval steps at the group level ins...

Feature Request: BOE List View Workflow Step Visibility Summary: Enable the BOE List view to display all workflow steps as columns, including the user assigned to each step, so teams can review complete workflow status from a single view. Problem ...

Feature Request: Reuse Text from Existing BOEs Summary: Enable users, while authoring a BOE, to search for and reuse text from any existing BOE they have permission to view. Users should be able to insert either the entire BOE text or selected sec...

Feature Request: Clear proposal resource and task overrides Summary: Enable users to remove resource field overrides and task field overrides from a proposal after they have been applied. This feature should allow users to reset overridden values ...

Feature Request: Scrollable locked BOE sections Summary: Enable users to scroll within BOE sections when the BOE is finalized or locked, so they can review long content without needing to unlock or pull back the workflow. Problem Statement: Curren...

Feature Request: Disable Manual Calculation Creation by Role and Proposal Summary: Provide administrators with the ability to disable manual calculation creation for specific user groups within a given proposal. Users in these restricted groups wo...

Feature Request: Period Column in Estimate List Summary: Add a Period column to the estimate list so project managers can view the time spread of multiple PBS elements at a glance while developing a proposal. Problem Statement: Currently, the esti...

Feature Request: Auto-Select and Indicate Current Table for Proposals Summary: Enable proposal templates to define a “current table” that is automatically selected when a new proposal is created, clearly indicate which table is currently in use wi...

Feature Request: Unassign All for Access Tags Summary: Introduce an “Unassign All” action for access tags that removes the selected tag from all associated objects in a single operation. This allows temporary or obsolete access tags to be quickly ...

Feature Request: Enforce Unique Task Names with Auto Numbering Summary: Add a proposal-level and template-level setting to enforce unique task names, even when auto-numbering is enabled. When this setting is active, the system should use only the ...