BOE Pro

Feature Request: Automatic RAM-Based Proposal Access Assignment Summary: Optionally Automatically grant users access to a proposal and add them to the appropriate workflow step when they are assigned in the Responsibility Assignment Matrix (RAM), ...

Feature Request: Custom Proposal Status for BOE Pro Summary: Enable BOE Pro users to create and manage custom proposal statuses so they can align proposal tracking with their internal workflows, approval stages, and reporting needs. Problem Statem...

Feature Request: Skill Mix Table Section for Proposals Summary: Introduce a dedicated Skill Mix Table section type within proposals that allows users to include, position, and manage a single Skill Mix Table per BOE. When BOE actuals are created, ...

Feature Request: Workflow due dates by RAM group Summary: Enable administrators to assign default due dates to workflow steps by RAM group so that when a BOE is created and assigned to a user in that group, the workflow due dates are automatically...

Feature Request: Permission to duplicate a BOE Summary: Add a dedicated permission that controls whether a user can duplicate an existing BOE. Users without this permission should still be able to create new BOEs manually, but they should not be a...

Feature Request: Copy and Bulk Copy BOEs Across Tasks, PBS, and Proposals Summary: Enable users to copy and bulk copy BOEs, PBS, and Tasks within and across proposals. Users should be able to duplicate, move, or merge BOEs and related PBS/Task str...

Feature Request: Open Section Instruction Links in New Tab Summary: Enable links included in BOE section instructions to open in a new browser tab, allowing users to access supplemental information without losing their place in the current workflo...

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: Simple entry form for incurred actuals in BOE Pro Summary: Enable BOE Pro to serve as the starting point for importing incurred actuals through a simple entry workflow. The feature should allow finance users to bring actuals into ...

Feature Request: Dynamic BOE Approval Workflow by Hours/Cost Summary: Enable users to configure a dynamic approval workflow for BOEs within a proposal, where routing is automatically determined by defined hours or cost thresholds. This would allow...