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BOE Pro

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PBS Permissions for creating a PBS only as a child

Description: Need the ability to limit authors from creating PBS at root. Use Case/Example: My BOE Author may been to create a Level of the PBS, but they should not be able to create a new root level. For example, the proposal may have WBS as the ...
Guest 5 months ago in BOE Pro 0 Future consideration

Estimates not removed after formula removed.

Description: Add a setting in the proposal properties to cascade delete estimates when a formula is deleted. Use Case/Example: The user goes to the Calculations tab and deletes a formula; they expect that the estimates connected to the formula and...
Aaron Hale 2 months ago in BOE Pro 0 Future consideration

Adding labor categories to section apart from hour calculations/formulas

Description: Double-clicking a formula in the Section view opens the Add Estimate window, where the estimator can add resources, worth leaving the BOE Section. Use Case/Example: Having to go to a different screen to enter estimates creates extra c...
Aaron Hale 2 months ago in BOE Pro 0 Future consideration

Auto Find Formula in the Section Properties.

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...
Guest 5 months ago in BOE Pro 0 Future consideration

Skill Mix Table in the BOE

Description: The table needs to show the mix of the resources used in the ledger data. (Individual-Resource Hours / Total hours) The table should also show the skill mix of estimated resources. Use Case/Example:
Guest 7 months ago in BOE Pro 0 Planned

Formula Variables and Reference Formulas

Description: The ability to use one calculation inside the same BOE as a variable within a formula. Also, the ability to reference formulas from other BOEs Use Case/Example:
Guest 8 months ago in BOE Pro 0 Planned

Option to force RAM assignment to first step on PBS creation.

Description: Currently, when a user creates a PBS, they are automatically assigned to all workflow steps for which they appear in the workflow. An option is needed to create a new PBS to force the creator to be assigned only to the first step. Use...
Guest 5 months ago in BOE Pro 0 Planned

List Section Value Ordering

Description: Current list sections sort values alphabetically. List values need to be sorted by order of entry with the option to reorder them. Use Case/Example: Every list will have values that are more important than others. (These values are us...
Kenny Louden 5 months ago in BOE Pro 0 Future consideration

Rename the (Default) template

Description: Change the name of the "(default)" template to (Blank) Use Case/Example: When users see (default) they don't think blank.
Guest 5 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 8 months ago in BOE Pro 0 Planned