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BOE Pro

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Archive and Restore Global (System) Data for BOE Pro

Description:A comprehensive data migration system that allows administrators to selectively archive and restore global configuration data from BOE Pro. The system would provide granular control over which data types and specific items to migrate, ...
Guest 3 months ago in BOE Pro 0 Future consideration

Auto Name Formula

Description: Allow BOE Pro to pick a few words before or after a formula and add them as the formula's name. Use Case/Example: When there are a lot of formulas on the BOE text, it is hard to track which formula ties to a specific estimate.
Guest 8 months ago in BOE Pro 0 Future consideration

Maintain Formula Links when Replacing All

Description: Maintain Formula Links when Replacing All
Guest 5 months ago in BOE Pro 0 Future consideration

Three Point Estimating feature in BOE Pro

Description: Add a feature to allow 3 point estimating in BOE Pro. Use Case/Example: Feature exists in CE but having it available in BOE Pro would allow a larger estimator userbase to have access to it while writing BOEs
Guest 5 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 8 months ago in BOE Pro 0 Future consideration

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 12 months ago in BOE Pro 0 Planned

Default Views for the Pivot Grid like CE has for default pivot items

*** Please reassign this ticket to Heather Neiger as Sam is retiring*** Standard Data views: * Hours/Units/Costs By PBS, Task and Resource* BOE Names BY RAM* Formulas by PBS, Task and Resource* Etc.
Guest over 1 year ago in BOE Pro 0 Planned

FEE and 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 about 1 year ago in BOE Pro 3 Planned

Option to include workflow log and reset steps when proposal is copied (log not included default)

Description: Add an option to include the workflow log when copying a proposal in BOE Pro. By default, the log is excluded, but users can opt to include it. Also add an option to reset the workflow steps in the copied proposal, ensuring a clean wo...
Kenny Louden about 1 year ago in BOE Pro 0 Planned

BOE Check List, Workflow and BOE Section

Description: This BOE Pro feature adds a required customizable checklist as a BOE Section to track key proposal steps. The checklist must be fully completed before advancing, ensuring no critical tasks are missed. The enhanced BOE Section streamli...
Guest about 1 year ago in BOE Pro 0 Planned