BOE Pro

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...

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 ...

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...

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....

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...

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...

*** 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.

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...

Description: Add the bulk import functionality for PBS items. Use Case/Example: The user may need to add many PBSs at the same time.

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...