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Section setting to allow Formatted Actuals and Skill Mix in specific sections

Feature Request: Section Settings for Formatted Actuals and Skill Mix Description: Introduce a section-level configuration that enables administrators to restrict specific sections to accept only Formatted Actuals or Skill Mix data types. This ens...
Guest 4 months ago in BOE Pro 0 Future consideration

Summary Field Mapping and Summary Field List Values Sync

Feature Request: Summary Field Mapping and List Value Synchronization Summary: Enable administrators to centrally define and maintain mappings between BOE Pro summary fields and corresponding CE fields, including their list values. The feature sho...
Guest 9 months ago in BOE Pro 0 Planned

Allow multi-select the ram view

Feature Request: Multi-select PBS elements in RAM View Summary: Add the ability for users to select one or multiple PBS elements directly within the RAM View so they can perform bulk actions such as export or delete on the selected set, rather tha...
Aaron Hale 2 months ago in BOE Pro 0 Planned

Tree-view for BOE List

Description: Request to add the capability to maintain the tree view from the BOE view when navigating to the BOE List View. This feature would allow users to retain the hierarchical structure and expanded/collapsed state of items for continuity a...
Guest 5 months ago in BOE Pro 0 Planned

Notifications for people removed from the workflow

Feature Request: Notifications when users are removed from proposal access Summary: Notify proposal and PBS owners when a user loses access to in-work proposals so they can promptly reassign responsibilities. The system should automatically remove...
Guest 12 months ago in BOE Pro 0 Future consideration

Add formula total to the total to the BOE text

Description: Include the total in BOE text. Use Case/Example: Right now, the user has to manually add the total number to the BOE text, and if the calculation is updated, the total is not also updated. The calculation needs to automatically includ...
Guest about 1 year ago in BOE Pro 0 Planned

Access Tags for Locations/Folders (folder rights) Edit folders/location option

Description: The ability to assign access tags to locations. The user cannot see the area to select if they do not have the access tag for that location, and they cannot see the proposal saved in that location even if they have access otherwise. T...
Guest 9 months ago in BOE Pro 0 Planned

Do not allow the creation custom resource fields if that field already exists as a global.

Description: Validate the creation of proposal level resource fields against the global Resource field list. Proposal level resource fields cannot have the same name as a global field. Use Case/Example:
Aaron Hale 7 months ago in BOE Pro 0 Planned

Filter/Edit/Change CLINs in Estimate List

Feature Request: Inline CLIN Editing in Estimate List Summary: Enable users to edit CLIN and related task fields directly within the Estimate List, including the ability to update multiple tasks in a single screen by PBS or by Task. This streamlin...
Angelica Martin 2 months ago in BOE Pro 0 Future consideration

Fee Query Column in Estimate List

Feature Request: Editable Fee Column in Estimate List Summary: Add an editable FEE % column to the Estimate List view that supports multi-row editing (e.g., copy/paste and fill-down) so users can efficiently update fees for filtered sets of estima...
Angelica Martin 2 months ago in BOE Pro 3 Future consideration