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BOE Pro

Pre-select the ProPricer submit location in the Proposal Properties.

Feature Request: Configurable Proposal Submit Location Summary: Allow users to predefine a default submit location on the Integration tab of proposal properties and templates so that proposals are automatically submitted to the selected folder eac...
9 months ago in BOE Pro 0 Future consideration

Retain the number sequential numbering option of AutoNumber.

Feature Request: Persistent Auto Numbering for BOE Items Summary: Ensure that auto numbering for BOE-related items (e.g., Tasks and PBSs) always assigns the next available number in the sequence, even when prior numbers are removed from the propos...
9 months ago in BOE Pro 0 Future consideration

Import Ordering with AutoNumber's

Feature Request: Preserve Import Order with Autonumbering Summary: Ensure that when users import items with autonumbering enabled, the system preserves the original order from the import source (e.g., spreadsheet) and applies numbers according to ...
9 months ago in BOE Pro 0 Future consideration

Archive and Restore Global (System) Data for BOE Pro (Epic)

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

Associated RAM users with applicable BOE reporting

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

Enforce the number of trips spread

Feature Request: Trip Total Validation During Monthly Edits Summary: Introduce a validation option when editing monthly trips that either warns users or prevents them from saving changes if the total number of trips no longer matches the original ...
10 months ago in BOE Pro 0 Future consideration

Right Click to paste in Quick add screens

Feature Request: Enable Right-Click Paste in Quick Add Screens Summary: Introduce support for standard right-click context menu paste actions in quick add grids, alongside existing keyboard shortcuts. This will make pasting data more intuitive and...
10 months ago in BOE Pro 0 Future consideration

Workflow Last Step Comment Shown on BOE List.

Feature Request: Display Workflow Step Comments in BOE List Summary: Add a dedicated column to the BOE List that surfaces the comment associated with each workflow step, allowing users to quickly read context and decisions without navigating into ...
10 months ago in BOE Pro 0 Future consideration