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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 8 months ago in BOE Pro 0 Planned

ESI Shown in Query option

Description: Need to set specific fields not to be in the query. The idea is that these fields will be in the results and the tables/data inserted into the BOE, but not in the list of fields for which the user will enter data. It's the opposite fu...
Guest 4 months ago in BOE Pro 0 Planned

Active Directory Support

Description: The ability to manage user with active directory Use Case/Example: User for being added and removed daily from BOE Pro. Right now, the user has to be managed manually taking a lot of time. If user access could be managed via the activ...
Aaron Hale 5 months ago in Authorization Server 0 Planned

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 9 months ago in BOE Pro 0 Planned

Maintain Formula Links when Replacing All

Description: Maintain Formula Links when Replacing All
Guest 3 months ago in BOE Pro 0 Future consideration

Do not allow the creation custom resource fields if that field already exists as a global.

Description: Validate the creation of proposal level resource fields against the global Resource field list. Proposal level resource fields cannot have the same name as a global field. Use Case/Example:
Aaron Hale about 1 month ago in BOE Pro 0 Planned

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 8 months ago in BOE Pro 0 Planned

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 6 months ago in BOE Pro 0 Planned

Default Value for Custom Tasks Fields

Description: Allow the custom task fields to have a default value setting. Use Case/Example: There is a custom task field that should always have the same value. Currently, the user must select the same value each time a task is created.
Kenny Louden 6 months ago in BOE Pro 0 Planned

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 6 months ago in BOE Pro 0 Planned