BOE Pro

Description: Users can only see all BOEs on a proposal if assigned in the RAM or by a RAM Admin. Create an option for proposals to make all the BOEs visible to all users as read-only. Provide a default setting in the system settings. Use Case/Exam...

Description: when working off different screen sizes some of the buttons disappear or are very hard to find. Recommend the ability to see all the submit, cancel buttons etc. when the screen size changes.

Description: When changing task dates, there are resources for the task. The user must run a flex shift to change the dates. Make sure that when changing task dates and there are resources on the task, the flex shift is launched automatically.

Proposal Level Permission Overrides like CE. Implement Proposal-Level Permission Overrides in BOE Pro similar to those in Contractor Edition (CE). This feature will allow users to set specific permissions at the proposal level, enhancing control ...

Description: Currently, we only support copying proposal templates. Introducing the ability to archive and restore templates would be a valuable enhancement—especially in scenarios where the "Update from Template" feature is used with imported pro...

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.

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...

*** 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.

Description: Add the bulk import functionality for PBS items. Use Case/Example: The user may need to add many PBSs at the same time.

Description: Maintain Formula Links when Replacing All