BOE Pro

Feature Request: Notifications when users are removed from proposal access Summary: Notify proposal and PBS owners when a user loses access to in-work proposals so they can promptly reassign responsibilities. The system should automatically remove...

Feature Request: Customizable Summary Information Per Tab Summary: Allow users to configure which summary fields and metrics are displayed in each tab, so they can tailor the visible information to their specific workflows and priorities without a...

Feature Request: Nested ER-Based Derivative Estimates Summary: Enable users to perform derivative estimates on other derivatives, specifically allowing Estimated Results (ERs) to be used as the basis for additional ERs. This would support multi-st...

Feature Request: Subtotals in All Relevant Tabs Summary: Add subtotal calculations to the Calculations, Direct, ER Results, and Travel tabs so users can quickly see intermediate totals without exporting data or manually summing values. This will p...

Feature Request: Copy and Modify ESI Lookups Summary: Enable users to easily duplicate (copy) an existing ESI lookup in the BOE and modify its parameters to create a new lookup efficiently. Problem: Users often need to create new ESI queries tha...

Feature Request: BOE Version Revert Functionality Summary: Enable users to restore the Basis of Estimates (BOE) to a previous saved version, allowing them to quickly undo unwanted changes or recover from errors. The feature should provide a clear ...

Feature Request: Configurable Activity Feed Levels and Retention Summary: Enable administrators to clearly label the activity feed level (System, Proposal, PBS, Task, BOE) in the UI and configure an automatic activity retention window (e.g., last ...

Feature Request: Indirect Rate Table Override in BOE Pro Summary: Allow users to override the default indirect rate table in BOE Pro so they can reuse a single direct rate table with multiple indirect rate structures. This enables more flexible mo...

Feature Request: Effective-Dated Resource Field Values Summary: Enable users to define effective dates for resource field values so that the system automatically applies the correct default value when resources are spread on a proposal, based on t...

Feature Request: Separate Number and Element Name Columns for Excel Import Summary: Enable users to import tasks from Excel using separate columns for PBS/task number and PBS/task name, instead of requiring both values in a single combined cell. T...