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BOE Pro

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Can BOE Naming template be moved to the Proposal settings on the BOE Section Tab

***Please reassign this ticket to Heather Neiger as Sam is retiring*** Every proposal will have a preference, controlling this Globally is nice for a default, but realistically should be at the proposal level.
Guest about 1 year 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 11 months 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 12 months ago in BOE Pro 0 Planned

The ability to disable the Sync of CER's

This feature enhances the proposal sync process in BOE Pro by allowing users to select which CERs from ProPricer CE to include during synchronization. It improves flexibility and transparency by adding a granular control mechanism and detailed rep...
Aaron Hale 6 months 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 the background color of the Instructions pop-up within a BOE - it causes info to be overlooked

Change the background color of the Instructions pop-up within a BOE. The current view blends with the rest of the BOE and can easily be overlooked.
Guest about 1 year ago in BOE Pro 1 Planned