BOE Pro

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:

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...

Description: Automate who has access to the proposal when they are assigned with in the Workflow/ RAM, Owners, assigned admin. Use Case/Example: Currently there is no way for the people assigned in properties to see they are assigned to the propos...

Description: We need the ability to lock down the BOE content but not lock down the workflow. Use Case/Example: Once the Author has complete the BOEs and Estimates they are unable to move the workflow when it is locked. We are needing the ability ...

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...

Description: The ability to see the total for each task on a WSB.

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.

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:

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...

Description: A configurable dropdown list required for why the BOE was rejected Use Case/Example: