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BOE Pro

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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 3 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 3 months ago in BOE Pro 0 Future consideration

Option to force RAM assignment to first step on PBS creation.

Description: Currently, when a user creates a PBS, they are automatically assigned to all workflow steps for which they appear in the workflow. An option is needed to create a new PBS to force the creator to be assigned only to the first step. Use...
Guest 4 months ago in BOE Pro 0 Planned

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 4 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 4 months ago in BOE Pro 0 Future consideration

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 8 months ago in BOE Pro 0 Planned

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 6 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 6 months ago in BOE Pro 0 Planned

Archive and Restore for Proposal Templates

Description: Currently, we only support copying proposal templates. Introducing the ability to archive and restore templates would be a valuable enhancement—especially in scenarios where the "Update from Template" feature is used with imported pro...
Guest 2 months ago in BOE Pro 0 Future consideration

Bulk copy from proposal

Description: The idea is to allow users to copy all or selected parts of data from another proposal. In many cases, copying the entire proposal and then removing unnecessary parts might be sufficient. However, there may be use cases where users ne...
Guest 2 months ago in BOE Pro 0 Future consideration