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BOE Pro

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Option to Revert to previous version of the BOE.

Feature Request: BOE Version Revert Functionality Summary: Enable users to restore the Basis of Estimates (BOE) to a previous saved version, allowing them to quickly undo unwanted changes or recover from errors. The feature should provide a clear ...
6 months ago in BOE Pro 0 Future consideration

Use Current Table Setting, Indicate the Current Table in List, and warn when not using current on submit

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...
about 1 year ago in BOE Pro 0 Future consideration

Bulk Archive

Feature request: Bulk archive and restore proposals BOE Pro — Provide the ability to bulk archive proposals and bulk restore them. Summary Enable users to select multiple proposals and perform archive or restore actions in a single operation. This...
5 months ago in BOE Pro 0 Planned

Archive and Restore Global (System) Data for BOE Pro

Feature Request: Archive and Restore Global BOE Pro Configuration Data Summary: Provide administrators with a robust archive and restore mechanism for BOE Pro global configuration data. The feature will enable selective export and import of config...
7 months ago in BOE Pro 0 Future consideration

Add QTR to the Pivot Grid

Feature Request: Quarter-Based Time Phasing and Grouped Pivot Selections Summary: Enable users to pivot data by fiscal quarter (QTR) in the BOE Pro pivot grid and organize pivot selection fields into logical, expandable groups (e.g., Resource, Tas...
7 months ago in BOE Pro 0 Planned

Task Totals on the Estimates View

Feature Request: Task Totals on the Estimates View Summary: Add the ability to display a calculated total for each task in a PBS directly on the Estimates View. This will give users an immediate, roll-up view of task-level effort or cost without n...
10 months ago in BOE Pro 0 Future consideration

Summary Field Mapping and Summary Field List Values Sync

Feature Request: Summary Field Mapping and List Value Synchronization Summary: Enable administrators to centrally define and maintain mappings between BOE Pro summary fields and corresponding CE fields, including their list values. The feature sho...
10 months ago in BOE Pro 0 Planned

Notifications for people removed from the workflow

Feature Request: Notifications when users are removed from proposal access Summary: Notify proposal and PBS owners when a user loses access to in-work proposals so they can promptly reassign responsibilities. The system should automatically remove...
about 1 year ago in BOE Pro 0 Future consideration

Direct Cost on Dashboard

Feature Request: Direct Cost Visibility on Proposal Dashboard Summary: Add a clear Direct Cost value to the proposal dashboard so users can immediately see the full cost structure of a proposal, including costs derived from base resources. This pr...
8 months ago in BOE Pro 0 Future consideration

Show CERs on the Dashboard

Feature Request: Display CER Values and Update Controls on Dashboard Summary: Add visibility of CER (Cost Estimating Relationship) calculated values directly on the proposal dashboard, along with an “Update CERs” action. This enables users to quic...
8 months ago in BOE Pro 0 Future consideration