BOE Pro

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: 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: Support multiple results per ESI query Summary: Extend External System Integration (ESI) to support multiple aggregated results per query so users can totalize multiple columns in a single returned result set. This will enable sc...

Feature Request: Display Proposal Name on Background Processes Screens Summary: Show the associated proposal name for each proposal submission job on the Background Processes screen so users can quickly identify which proposal succeeded or failed ...

Feature Request: Export to Excel button on import preview Summary: Add a clearly visible “Export to Excel” button to the Import Preview screen so estimators can easily export the previewed results without relying on right‑click or hidden actions. ...

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: Role-based importing permissions and duplicate handling controls Summary: Introduce a dedicated importing permission that controls whether a user can import at all and which duplicate-handling options are available based on their ...

Feature Request: Sync CE Templates when creating BOE Pro proposals Summary: Enable users to select a CE template during BOE Pro proposal creation so that Proposal CERs, task and resource selections, and table selections are automatically imported ...

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...

Feature Request: Audit Error Indicator in BOE and Estimates Views Summary: Introduce a visual audit error indicator (e.g., a red triage icon) in the BOE view and Estimates view to highlight which BOEs currently have audit errors. This allows users...