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BOE Pro

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Activity feed is hard to follow. Requires users to read every single word to know what the activity was. See attachment for suggested mockup

Description: Use Case/Example:
Guest 5 months ago in BOE Pro 0 Planned

Eestimating Relationships needs to reference other BOEs.

Add summary tasks to BOE Pro and make sure they work with CERs and ERs
Aaron Hale over 1 year ago in BOE Pro 0 Planned

Append What-If Log to BOE

No description provided
Guest over 1 year ago in BOE Pro 0 Planned

Automatically hide BOE List Values that do not have Text Section mapped to them

Implement the capability to automatically hide BOE list values that lack corresponding text section mappings. This automation should streamline user workflows by eliminating the need to manually check and hide irrelevant sections, thereby reducing...
Aaron Hale about 1 year ago in BOE Pro 0 Planned

Offline BOEs and BOE Section Import

Feature Idea: Introduce Offline BOE Templates in BOE Pro to allow users to create and manage Basis of Estimates (BOEs) without requiring an internet connection. Users can download templates for offline use, make necessary edits, and save their pro...
Aaron Hale about 1 year ago in BOE Pro 0 Planned

Recommend the BOE resets back to the start when a new BOE version is created

BOE View: When creating a revision of a BOE, once a BOE has been approved, the new BOE doesn't default to the first step in the workflow process. I recommend the BOE resets to the start when a new BOE version is created. In the screenshot, the 2-(...
Guest about 1 year ago in BOE Pro 0 Planned

Date entry like CE

Entering dates in the proposal properties screen (Start Date, End Date, Due Date) requires many clicks especially when changing the month and year. Recommend date entry like CE.
Guest about 1 year ago in BOE Pro 0 Planned

BOE Detail report should not generate when there are direct estimates not assigned to a formula.

Reports: BOE Detail report generates when there are direct estimates not assigned to a formula. The estimate not assigned to a calculation is excluded from the BOE. Recommend the BOEs not generating if there is this kind of error.
Guest about 1 year ago in BOE Pro 0 Planned

Change log similar to CE

Add functionality similar to the change log in CE to see when estimates were changed in the system. This would include the name and time stamp of when a change would be made.
Guest about 1 year ago in BOE Pro 0 Planned

Option to customize Dashboard

Similar to the BOE View screen where the user has an option to customize what items are seen at the top of the page, adding that functionality to the Dashboard will help the users be able to expand the both the estimate and cost by year screens at...
Guest about 1 year ago in BOE Pro 0 Planned