BOE Pro

Feature Request: Enforce Unique Task Names with Auto Numbering Summary: Add a proposal-level and template-level setting to enforce unique task names, even when auto-numbering is enabled. When this setting is active, the system should use only the ...

Feature Request: Display Proposal Name on Background Processes Screens Summary: Show the associated proposal name for each proposal submission job on the Background Processes screen so users can quickly identify which proposal succeeded or failed ...

Description: The ability to assign the workflow at the task level. The ability to assign review and approval steps for the workflow from the people assigned to the PBS when creating a task. Use Case/Example: The BOE Author will create a task for t...

Feature Request: Map BOE Sections When Copying BOE Description: When users copy a Basis of Estimate (BOE) to create a new proposal, the new proposal may have a different set of BOE sections or section names compared to the original. This feature w...

Feature Request: BOE List View Workflow Step Visibility Summary: Enable the BOE List view to display all workflow steps as columns, including the user assigned to each step, so teams can review complete workflow status from a single view. Problem ...

Feature Request: Summary Field Mapping and List Value Synchronization Summary: Enable configurable summary field mapping in BOE Pro at both the template and proposal levels. When synchronizing with a CE template, users should be able to choose whe...

Feature Request: Audit Error Indicator in BOE and Estimates Views Summary: Introduce a visual audit error indicator (e.g., a red triage icon) in the BOE view and Estimates view to highlight which BOEs currently have audit errors. This allows users...

Feature Request: Default Cascade Delete Option for BOE Resources and Calculations Summary: Introduce a system-level configuration option that allows administrators to enable automatic cascade deletion of resources and calculations from a BOE witho...

Feature Request: Scrollable locked BOE sections Summary: Enable users to scroll within BOE sections when the BOE is finalized or locked, so they can review long content without needing to unlock or pull back the workflow. Problem Statement: Curren...

Feature Request: Editable Fee Column in Estimate List and Summary View Summary: Add an editable FEE % column to the Estimate List view that supports multi-row editing (e.g., copy/paste and fill-down) so users can efficiently update fees for filter...