BOE Pro

Feature Request: Default Curve selection for estimates Summary: Introduce the ability in BOE Pro to define a default Curve (or require explicit Curve selection) when entering an estimate, mirroring the existing capability in CE. This ensures every...

Feature Request: Auto-Select and Indicate Current Table for Proposals Summary: Enable proposal templates to define a “current table” that is automatically selected when a new proposal is created, clearly indicate which table is currently in use wi...

Feature Request: Unassign All for Access Tags Summary: Introduce an “Unassign All” action for access tags that removes the selected tag from all associated objects in a single operation. This allows temporary or obsolete access tags to be quickly ...

Feature Request: Add text description support for ESI Total field Summary: Enable the Total field in the ESI function to display and support a readable text description instead of only showing "...". This would give users clearer context within th...

Feature Request: Edit workflow step assignments during PBS editing Summary: Enable authorized users to add, remove, or change workflow step assignees directly within the PBS edit dialog. This extends the workflow assignment capability introduced a...

Feature Request: Refresh Default External Field Assignments on Proposal Summary: Ensure that when External Resource fields are added to a Proposal, their default values are correctly loaded and refreshed, even if the direct rate table is already a...

Feature Request: Associated RAM users in BOE reporting Summary: Enable BOE Pro to send all workflow steps and associated assigned users to ProPricer CE as BOE fields, so organizations can include this information in reporting such as the Summary E...

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: Sync Custom Resource Names from Contractor Edition Direct Rate Overrides Summary: Ensure that when proposals are synced from Contractor Edition (CE) to BOE Pro, any custom resource names defined in CE direct rate overrides are als...

Feature Request: Flexible Access Tag Requirements for Proposal Submission Summary: Allow users to submit proposals to CE as long as they have at least one of the required access tags assigned to any item within the proposal, rather than requiring ...