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BOE Pro

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Add the ability to changes the terminology of Cost and Hours values.

Description: Add the ability to change the terminology of Cost and Hours values. Use Case/Example: Many estimators will not know the difference between Cost and Direct cost. Allow organizations to change the names of these values for example (inpu...
Kenny Louden 6 months ago in BOE Pro 0 Future consideration

Add more to the selection widgets (all the summary info) and cost types

Description: The selected info widget is lacking information about price and resource types.
Guest 6 months ago in BOE Pro 0 Future consideration

Button to Export to Excel from the ESI Preview.

Description: Not all estimators will know how to right-click to export results to Excel. Use Case/Example: Add a button at the bottom for export to Excel to make it easier to find estimators.
Kenny Louden 6 months ago in BOE Pro 0 Future consideration

Option to include workflow log and reset steps when proposal is copied (log not included default)

Description: Add an option to include the workflow log when copying a proposal in BOE Pro. By default, the log is excluded, but users can opt to include it. Also add an option to reset the workflow steps in the copied proposal, ensuring a clean wo...
Kenny Louden 12 months ago in BOE Pro 0 Planned

BOE Check List, Workflow and BOE Section

Description: This BOE Pro feature adds a required customizable checklist as a BOE Section to track key proposal steps. The checklist must be fully completed before advancing, ensuring no critical tasks are missed. The enhanced BOE Section streamli...
Guest 12 months ago in BOE Pro 0 Planned

Add the ability to pre-pull actuals

Description: The proposal owner needs the ability to pre-pull the entire list of articles from a project and store them locally to the proposal in BOE Pro. Then when the estimator queries for data, they only receive results from those preloaded va...
Guest 6 months ago in BOE Pro 0 Future consideration

Spread Curves: Display the Curve like in CE

Description: display a graph of the spread curve like CE Use Case/Example: The author of the BOE will need to understand the spread curve sections especially for custom curves.
Guest about 1 year ago in BOE Pro 0 Planned

Option to Ignore Margines on added documents

Description: Use Case/Example:
Guest 6 months ago in BOE Pro 0 Future consideration

Edit travel rate by travel element

Description: The ability to limit and edit the travel rate by the travel element. Use Case/Example: The user needs to edit the airfare travel rate, but they should not be able to edit the peridium rate.
Guest 6 months ago in BOE Pro 0 Future consideration

Bulk Import multiple entity types from a single file

Description: Now that we support a named Sheet in the Excel Bulk template, that makes it suitable to have just one file with multiple sheets for each entity and process a bulk import on multiple types - pbses, tasks, resource, resource estimates e...
Guest about 1 year ago in BOE Pro 0 Future consideration