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BOE Pro

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Copy BOE to different Task or PBS

Description: Add the ability to copy a BOE to a different task or PBS without copying the task or PBS itself. Need the ability to copy multiple BOEs at one time. Use Case/Example: Often, PBS will have a similar level of effort with only minor chan...
Guest 8 months ago in BOE Pro 0 Planned

Required Indirect Pool

Description: The ability makes the indirect pool required when inputting a resource. Make it configurable in the proposal properties/template properties. Use Case/Example: Users must select the Indirect Pool on specific proposals to apply the corr...
Guest 8 months ago in BOE Pro 0 Planned

Time-phased BOE reports

Time-phased BOE reports
Guest over 1 year ago in BOE Pro 2 Planned

Proposal Owner/Manager Notification Settings

Description: Add the ability for proposal Owners/Managers to be notified when key events happen within their proposal. For example, when an attachment is added to a BOE, notify the owner of the proposal in the proposal activity freed. The Proposal...
Guest 9 months ago in BOE Pro 0 Future consideration

Auto Timeout and Settings

* Auto Timeout: Automatically logs out users after a predefined period of inactivity. The duration should be adjustable by system administrators.* Customizable Timeout Settings: Administrators should be able to set and modify the timeout duration ...
Kenny Louden about 1 year ago in BOE Pro 1 Planned

Partial Bulk Edit from file

Description: The idea is to be able to select a set of columns to apply bulk edit command on a proposal, but not all of them. Use Case/Example: Imagine I have a bulk edit template of tasks, but I only want to update name and description, probably ...
Guest 3 months ago in BOE Pro 0 Future consideration

Option to include workflow log and reset steps when proposal is copied (log not included default)

Description: Add an option to include the workflow log when copying a proposal in BOE Pro. By default, the log is excluded, but users can opt to include it. Also add an option to reset the workflow steps in the copied proposal, ensuring a clean wo...
Kenny Louden 9 months ago in BOE Pro 0 Planned

Unlock Proposal in Multiple Places

Add the ability to unlock the proposal to the breadcrumb and the proposal hover menu.
Guest about 1 year ago in BOE Pro 0 Planned

Reset Workflow On What-If

Description: Reset the workflow of any affected BOEs on the proposal when a What-If is run. Notify workflow assignees on affected BOE's Use Case/Example: When BOEs are on the proposal, running a What-If on the proposal can change BOE estimates. Th...
Guest 7 months ago in BOE Pro 0 Future consideration

Recommend quick add functionality allow to add multiple CERs at a time

CER View: The Quick Add functionality in the CER view allows a user to add tasks and WBS to the proposal which seems out of place. Recommend quick add functionality allow to add multiple CERs at a time
Guest about 1 year ago in BOE Pro 2 Planned