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Rejected Reason for Workflow

Description: A configurable dropdown list required for why the BOE was rejected Use Case/Example:
Kenny Louden 3 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 5 months ago in BOE Pro 0 Future consideration

Add the user search function back after the 9.6.100 upgrade

Description: the filter function was removed from the user list in BOE Pro Use Case/Example: It would be nice to be able to look up users not scroll the list until you can locate.
Guest 2 months ago in BOE Pro 0 Future consideration

Direct Cost on Dashboard

Description: Add the direct cost on the proposal dashboard Use Case/Example: Including Direct Costs on the dashboard ensures users can see the full cost structure of a proposal, especially when derivative resources are automatically calculated fro...
Guest 2 months ago in BOE Pro 0 Future consideration

Show CERs on the Dashboard

Description: The dashboard does not show CER calculated values. Add an Update Cers button to the dashboard. Use Case/Example: Including CERs on the dashboard ensures users can see the full cost structure of a proposal, especially when derivative r...
Guest 2 months ago in BOE Pro 0 Future consideration

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