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Add formula name popup bubble in BOE Section test

A BOE with multiple formulas can be difficult to trace to the Calculations tab. Having a formula display its associated name on the Calculations tab when hovering the mouse pointer would be helpful.
over 1 year ago in BOE Pro 0 Planned

Add Resource Code Mapping to Proposal Templates

Feature Request: Resource Code Mapping in Proposal Templates Summary: Enable proposal templates to include a Resource Code Mapping tab, allowing users to predefine and maintain a standard mapping between resources and their associated codes. This ...
almost 3 years ago in BOE Pro 1 Planned

Offline BOEs and BOE Section Import

Feature Idea: Introduce Offline BOE Templates in BOE Pro to allow users to create and manage Basis of Estimates (BOEs) without requiring an internet connection. Users can download templates for offline use, make necessary edits, and save their pro...
almost 2 years ago in BOE Pro 0 Planned

User Setting for quick adds

Remember the User Setting for Quick adds. For example, if a user pins a column and closes quick adds. The next time they open the quick adds remember the user settings.
almost 2 years ago in BOE Pro 0 Planned

Material Event Flows

Feature Request: Material Configuration Event Flows Summary: Introduce an Events tab within the BOE Pro material configuration that allows users to define automated, flow-like event rules triggered by changes in BOE Pro (e.g., BOM updates) and pr...
7 months ago in BOE Pro 0 Planned

All screens should be able to resize & adjustable like CE

Screens like the workflow log, edit resource, etc. are unable for the user to resize to see more of the data at once. Recommend the user being able to resize the screens like CE.
almost 2 years ago in BOE Pro 0 Planned

When creating a proposal template, allow for the integration tab to be created within the template

When creating a proposal template, allow for the integration tab to be created within the template. Currently, only the Data Server can be selected with the remaining fields being populated when a proposal is created. This will allow for rate tabl...
almost 2 years ago in BOE Pro 0 Planned

Ability to create a formula and assign resources in a single screen vs multiple screens

BOE View: Ability to create a formula and assign resources in a single screen vs multiple screens. Ability to split/allocate a formula to multiple resources in a single screen.
almost 2 years ago in BOE Pro 0 Planned

BOE workflow / Audit Log

Is it possible to print the Workflow log in a single report for each BOE. We would like to be able to see Advance/Reject in a column in the log. There might be an enhancement in the que already for an audit or workflow type report.
almost 2 years ago in BOE Pro 0 Planned

Add functionality to make all BOE sections required at one time vs making each section required.

Proposal Properties: Add functionality (maybe a button) to make all BOE sections required at one time vs making each section required one at a time
almost 2 years ago in BOE Pro 0 Planned