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BOE Pro

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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 5 months ago in BOE Pro 0 Future consideration

PBS Permissions for creating a PBS only as a child

Description: Need the ability to limit authors from creating PBS at root. Use Case/Example: My BOE Author may been to create a Level of the PBS, but they should not be able to create a new root level. For example, the proposal may have WBS as the ...
Guest 6 months ago in BOE Pro 0 Future consideration

Auto Find Formula in the Section Properties.

Description: Add a setting in the BOE section to default the auto-find formulas for that section to off. Use Case/Example: Certain sections in the BOE will never have formulas. The user currently has to turn off auto-find formulas causing extra cl...
Guest 6 months ago in BOE Pro 0 Future consideration

Bulk Import multiple entity types from a single file

Description: Now that we support a named Sheet in the Excel Bulk template, that makes it suitable to have just one file with multiple sheets for each entity and process a bulk import on multiple types - pbses, tasks, resource, resource estimates e...
Guest 11 months ago in BOE Pro 0 Future consideration

List Section Value Ordering

Description: Current list sections sort values alphabetically. List values need to be sorted by order of entry with the option to reorder them. Use Case/Example: Every list will have values that are more important than others. (These values are us...
Kenny Louden 6 months ago in BOE Pro 0 Future consideration

Rename the (Default) template

Description: Change the name of the "(default)" template to (Blank) Use Case/Example: When users see (default) they don't think blank.
Guest 6 months ago in BOE Pro 0 Future consideration

Estimates not removed after formula removed.

Description: Add a setting in the proposal properties to cascade delete estimates when a formula is deleted. Use Case/Example: The user goes to the Calculations tab and deletes a formula; they expect that the estimates connected to the formula and...
Aaron Hale 3 months ago in BOE Pro 0 Future consideration

Adding labor categories to section apart from hour calculations/formulas

Description: Double-clicking a formula in the Section view opens the Add Estimate window, where the estimator can add resources, worth leaving the BOE Section. Use Case/Example: Having to go to a different screen to enter estimates creates extra c...
Aaron Hale 3 months ago in BOE Pro 0 Future consideration

Proposal Owner/Manager Notification Settings

Description: Add the ability for proposal Owners/Managers to be notified when key events happen within their proposal. For example, when an attachment is added to a BOE, notify the owner of the proposal in the proposal activity freed. The Proposal...
Guest 10 months ago in BOE Pro 0 Future consideration

Reset Workflow On What-If

Description: Reset the workflow of any affected BOEs on the proposal when a What-If is run. Notify workflow assignees on affected BOE's Use Case/Example: When BOEs are on the proposal, running a What-If on the proposal can change BOE estimates. Th...
Guest 7 months ago in BOE Pro 0 Future consideration