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BOE Pro

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User view of entire summary (custom) field mapping

The ability for users to view entire summary (custom) field mapping within BOE Pro to eliminate having to reference any outside sources or CE for the full mapping. Include a time stamp of when the mapping was last imported to allow pricing leads t...
Brianna Troiano 2 months ago in BOE Pro 0 Future consideration

Summary (Custom) Field Mappings function like CE when creating/editing tasks

When summary field mappings are imported from CE to BOE Pro (via the "Import CE Estimates" or "Add Proposal from CE" features) and new tasks are created, the structure field drop downs (i.e BOE ID, CLIN, Option, WBS, etc) should function the same ...
Brianna Troiano 2 months ago in BOE Pro 0 Future consideration

Bulk Import for PBS

Description: Add the bulk import functionality for PBS items. Use Case/Example: The user may need to add many PBSs at the same time.
Guest 7 months ago in BOE Pro 0 Planned

Copy BOE to different Task or PBS

Description: Add the ability to copy a BOE to a different task or PBS without copying the task or PBS itself. Need the ability to copy multiple BOEs at one time. Use Case/Example: Often, PBS will have a similar level of effort with only minor chan...
Guest 7 months ago in BOE Pro 0 Planned

Required Indirect Pool

Description: The ability makes the indirect pool required when inputting a resource. Make it configurable in the proposal properties/template properties. Use Case/Example: Users must select the Indirect Pool on specific proposals to apply the corr...
Guest 7 months ago in BOE Pro 0 Planned

Proposal Owner/Manager Notification Settings

Description: Add the ability for proposal Owners/Managers to be notified when key events happen within their proposal. For example, when an attachment is added to a BOE, notify the owner of the proposal in the proposal activity freed. The Proposal...
Guest 7 months ago in BOE Pro 0 Future consideration

Reset Workflow On What-If

Description: Reset the workflow of any affected BOEs on the proposal when a What-If is run. Notify workflow assignees on affected BOE's Use Case/Example: When BOEs are on the proposal, running a What-If on the proposal can change BOE estimates. Th...
Guest 5 months ago in BOE Pro 0 Future consideration

External system integration - Able to define which fields are needed for query

Description: When creating a new ESI configuration, it would be beneficial to be able to select which fields are needed for the query (lookup) without impacting the output that gets produced. Use Case/Example: If the source that is being used for ...
Kenny Louden 3 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 8 months ago in BOE Pro 0 Planned

Time-phased BOE reports

Time-phased BOE reports
Guest over 1 year ago in BOE Pro 2 Planned