Ideas

* Please reassign this ticket to Heather Neiger as Sam is retiring* If estimates are changed outside of the BOE and the original estimates are derived from a formula, BOE Pro captures the difference in a delta column. It would be nice if the Calcu...

Feature Request: System-wide admin banner messages Summary: Enable admins to create and manage system-wide banner messages that are displayed to all users across the platform. Messages should support configurable visibility windows, automatic expi...

Feature Request: Prevent assigning a user to multiple workflow steps Summary: Add an option in the proposal workflow settings to prevent the same user from being assigned to multiple workflow steps on the same PBS/Task. This ensures clear separati...

Feature Request: Attachment Count Column on BOE List Summary: Add a configurable column to the BOE List view in BOE Pro that displays the number of attachments associated with each BOE, enabling reviewers, approvers, and pricing teams to quickly i...

Feature Request: Append What-If Log to BOE Activity Feed Summary: Add a save option to the What-If results screen that allows users to append a filtered version of the What-If log directly to the impacted BOE’s activity feed. This enables users to...

Feature Request: Jump from Estimates List to BOE/Estimates Views Summary: Enable users to open an estimate directly in either the BOE View or the Estimates View from the Estimates List. This provides a fast, seamless way to move from high-level re...

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...

Feature Request: Quick Add SOW to Multiple PBS Records Summary: Enable users to quickly add or copy-paste a Statement of Work (SOW) into multiple PBS records at once. This feature should support bulk association of a single SOW to many PBS items i...

Feature Request: Proposal User Fields from CE Summary: Support syncing and exposing proposal-level user fields from the Contractor Edition (CE) system into BOE Pro, so that key proposal metadata (e.g., customer, capture manager, contract type, pro...

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-(...