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BOE Pro

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Archive and Restore proposal location.

Feature Request: Maintain Proposal Location on Archive/Restore Summary: Automatically return a restored proposal in BOE Pro to its original location. If the original folder path no longer exists, recreate it so the proposal is placed correctly wit...
Aaron Hale 3 months ago in BOE Pro 0 Planned

Proposal Level Permission Overrides

Proposal Level Permission Overrides like CE. Implement Proposal-Level Permission Overrides in BOE Pro similar to those in Contractor Edition (CE). This feature will allow users to set specific permissions at the proposal level, enhancing control ...
Guest over 1 year ago in BOE Pro 0 Planned

Partial Bulk Edit from file

Feature Request: Partial Bulk Edit from File Summary: Enable users to perform partial bulk edits on proposals and tasks by selecting which columns/fields from an imported file should be updated, while leaving all other fields unchanged. This allow...
Guest 9 months ago in BOE Pro 0 Future consideration

Make BOEs visible to all

Feature Request: BOE Read-Only Visibility for All Users Summary: Allow organizations to configure proposals so that all Basis of Estimate (BOE) records associated with a proposal are visible as read-only to all users, regardless of RAM assignment....
Guest 9 months ago in BOE Pro 0 Future consideration

Archive and Restore for Proposal Templates

Feature Request: Archive and Restore for Proposal Templates Summary: Introduce the ability to archive and restore proposal templates, enabling teams to manage template lifecycles more flexibly across one or multiple BOE Pro instances. This capabil...
Guest 10 months ago in BOE Pro 0 Future consideration

Proposal Breakdown Structure Bar - reduce white space

Feature Request: Proposal Breakdown Structure Bar – Reduced Indentation White Space Summary: Improve the proposal breakdown structure (PBS) toolbar so that nested folder levels do not create excessive indentation and vertical white space, allowing...
Guest 7 months ago in BOE Pro 0 Future consideration

Default Views for the Pivot Grid like CE has for default pivot items

*** Please reassign this ticket to Heather Neiger as Sam is retiring*** Standard Data views: * Hours/Units/Costs By PBS, Task and Resource* BOE Names BY RAM* Formulas by PBS, Task and Resource* Etc.
Guest over 1 year ago in BOE Pro 0 Planned

Auto Name Formula from Surrounding Text

Feature Request: Auto Name Formula from Surrounding Text Summary: Enable BOE Pro to automatically generate a formula name by selecting a few words immediately before or after the formula within the BOE text. This will create meaningful, contextual...
Guest 11 months ago in BOE Pro 0 Planned

Bulk Import for PBS

Description: Add the bulk import functionality for PBS items. Use Case/Example: The user may need to add many PBSs at the same time.
Guest about 1 year ago in BOE Pro 0 Planned

Turn off the Home Dashboard

Feature Request: Configurable Access to Win/Lose Home Dashboard Summary: Introduce configurable access controls for the Win/Lose Home dashboard so that administrators can restrict visibility by role, user group, or individual user. This ensures th...
Guest 11 months ago in BOE Pro 0 Future consideration