BOE Pro

Feature Request: Filter in BOE List on error (yellow triangle) Summary: Add a filter in the BOE list view that lets users quickly isolate items with validation errors (yellow triangle) for faster review and correction. Problem Statement: Errors in...

Description: The ability to assign the workflow at the task level. The ability to assign review and approval steps for the workflow from the people assigned to the PBS when creating a task. Use Case/Example: The BOE Author will create a task for t...

Feature Request: Map BOE Sections When Copying BOE Description: When users copy a Basis of Estimate (BOE) to create a new proposal, the new proposal may have a different set of BOE sections or section names compared to the original. This feature w...

Feature Request: BOE-Level Variables Scoped to a Single BOE Summary: Enable users to define BOE-level variables that are created within and specific to a single BOE. These variables should function similarly to existing proposal-level variables bu...

Feature Request: Limit Formula Name Length and Expand Display in Composed Formulas Summary: Introduce a character limit of 40 characters for standard formula names while ensuring that composed formulas display the full base formula names in their ...

Feature Request: Visual page size indicators for BOE Pro text entry Summary: Provide visual page size indicators on all BOE Pro text entry screens so users can see how pasted or authored content (tables, diagrams, and text) will fit on the final B...

Feature Request: Refresh Default External Field Assignments on Proposal Summary: Ensure that when External Resource fields are added to a Proposal, their default values are correctly loaded and refreshed, even if the direct rate table is already a...

Feature Request: Editable Fee Column in Estimate List and Summary View 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 filter...

Feature Request: Sync Custom Resource Names from Contractor Edition Direct Rate Overrides Summary: Ensure that when proposals are synced from Contractor Edition (CE) to BOE Pro, any custom resource names defined in CE direct rate overrides are als...

Feature Request: Flexible Access Tag Requirements for Proposal Submission Summary: Allow users to submit proposals to CE as long as they have at least one of the required access tags assigned to any item within the proposal, rather than requiring ...