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BOE Pro

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Can users change the BOE/SOW link from Task to PBS when Workflow is enabled, and BOE's have been written?

Description: Allow the users to change the BOE level to Task/PBS on the proposal even when the workflow is enabled, and there are already BOEs.
Aaron Hale about 1 month ago in BOE Pro 0 Planned

Remove the Calculation when the Formula is removed.

Description: When a user manual removes a formula from the BOE section, delete it from the Calculation Tab. If the calculation already has Resources assigned, provide a popup asking the user if they want to delete the resource assignment. When the...
Aaron Hale about 1 month ago in BOE Pro 0 Future consideration

Skill Mix Table in the BOE

Description: The table needs to show the mix of the resources used in the ledger data. (Individual-Resource Hours / Total hours) The table should also show the skill mix of estimated resources. Use Case/Example:
Guest 4 months ago in BOE Pro 0 Planned

Formula Variables and Reference Formulas

Description: The ability to use one calculation inside the same BOE as a variable within a formula. Also, the ability to reference formulas from other BOEs Use Case/Example:
Guest 5 months ago in BOE Pro 0 Planned

FEE and/or POP by PBS

Description: Enable assigning FEE override and Period of Performance (POP) at the PBS level. This can be just the FEE or just the POP or both. Tasks under the PBS automatically inherit the FEE% and/or are restricted to the PBS's POP. Use Case: A u...
Guest 6 months ago in BOE Pro 0 Planned

Turn off the Home Dashboard

Description: Not all users need access to the Win/Lose Information. It would be nice to have the ability to restrict access to that dashboard or to exclude information for specific users. Use Case/Example: If an estimator logs in, they will only s...
Aaron Hale about 2 months ago in BOE Pro 0 Future consideration

Ability to "Favorite" Proposals for Quick Access

Description: Add ability to "star" or "favorite" proposals for quick access from the dashboard and proposal list views. Use Case/Example: As the pool of proposals increases, this feature would enable one-click access to frequently used proposals t...
Guest about 2 months ago in BOE Pro 0 Future consideration

CTRL and Shift to multi-select on the Estimates View

Description: CTRL and Shift to multi-select on the Estimates View Use Case/Example: Most of the time, on the estimates view, I want to select only one PBS. To select a new PBS, I have to deselect the current one in order to select a new one. It wo...
Aaron Hale about 2 months ago in BOE Pro 0 Planned

Bulk Import for PBS

Description: Add the bulk import functionality for PBS items. Use Case/Example: The user may need to add many PBSs at the same time.
Guest 5 months ago in BOE Pro 0 Planned

Copy BOE to different Task or PBS

Description: Add the ability to copy a BOE to a different task or PBS without copying the task or PBS itself. Need the ability to copy multiple BOEs at one time. Use Case/Example: Often, PBS will have a similar level of effort with only minor chan...
Guest 5 months ago in BOE Pro 0 Planned