BOE Pro

Feature Request: Clear proposal resource and task overrides Summary: Enable users to remove resource field overrides and task field overrides from a proposal after they have been applied. This feature should allow users to reset overridden values ...

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: Scrollable locked BOE sections Summary: Enable users to scroll within BOE sections when the BOE is finalized or locked, so they can review long content without needing to unlock or pull back the workflow. Problem Statement: Curren...

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: 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: Period Column in Estimate List Summary: Add a Period column to the estimate list so project managers can view the time spread of multiple PBS elements at a glance while developing a proposal. Problem Statement: Currently, the esti...

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: 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. ...