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Only Submit Finalized BOEs

Description: Add a toggle when submitting to CE to only submit finalized BOEs. Use Case/Example: I don't want draft finalized BOEs in my CE proposal.
Guest 4 months ago in BOE Pro 0 Future consideration

Agentic AI for Fomula Generation

Description: 1 Add AI logic to the formula generation engine to automatically deselect formulas that likely contain dates or unrelated text data. 2 Add AI-based naming logic to automatically rename each formula with a descriptive name and descript...
Aaron Hale about 2 months ago in BOE Pro 0 Planned

The ability to change the Report Destination in the Section View.

Description: The ability to change if the report is appended, embedded or external in the Section View.Use Case/Example: The ability to change if the report is appended, embedded or external in the Section View.
Kenny Louden 4 months ago in Cost Volume Pro 0 Future consideration

Tooltips for the document types

Description: Tooltips for the document types Use Case/Example: There are a lot of types of handling for documents, Append, Embedded, ETC and the user may not know what each option does. Add a tooltip to each one with a brief description of what ea...
Kenny Louden 4 months ago in Cost Volume Pro 0 Future consideration

Estimates not removed after formula removed.

Description: Add a setting in the proposal properties to cascade delete estimates when a formula is deleted. Use Case/Example: The user goes to the Calculations tab and deletes a formula; they expect that the estimates connected to the formula and...
Aaron Hale 2 months ago in BOE Pro 0 Future consideration

Adding labor categories to section apart from hour calculations/formulas

Description: Double-clicking a formula in the Section view opens the Add Estimate window, where the estimator can add resources, worth leaving the BOE Section. Use Case/Example: Having to go to a different screen to enter estimates creates extra c...
Aaron Hale 2 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 4 months ago in BOE Pro 0 Future consideration

View Only access for Auth Server Pro

Description: The user should be able to see the users. Use Case/Example: The user should be able to see the users.
Kenny Louden 6 months ago in Authorization Server 0 Future consideration

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 9 months ago in BOE Pro 3 Planned

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 5 months ago in BOE Pro 0 Future consideration