BOE Pro

Feature Request: Configurable BOE Rejection Reasons Dropdown Summary: Introduce a configurable dropdown field to capture standardized rejection reasons when a BOE (Basis of Estimate) is rejected. This control should allow administrators to define ...

Feature Request: Inline CLIN Editing in Estimate List Summary: Enable users to edit CLIN and related task fields directly within the Estimate List, including the ability to update multiple tasks in a single screen by PBS or by Task. This streamlin...

Feature Request: One-click SOW access from PBS elements Summary: Provide a clearly visible SOW button on every PBS element in both the BOE View and the Estimating View. With a single click, users can open the associated Statement of Work (SOW) for...

Feature Request: Maintain Formula Links when Using Replace All Summary: Ensure that formula links and references remain intact when users perform a global “Replace All” operation on text, labels, or identifiers. The feature should intelligently up...

Feature Request: Three-Point Estimating in BOE Pro Summary: Introduce native three-point estimating (optimistic, most likely, pessimistic) in BOE Pro so estimators can capture uncertainty and variability in effort and cost estimates directly withi...

Feature Request: Expand BOEProManager configuration options Summary: Enable BOEProManager to expose the missing configuration parameters needed to semi-automate BOE Pro installation and setup. This should include additional ESI settings, support f...

Feature Request: Resource ID Auto-Refresh in Edit Resource Summary: Enable the resource ID to automatically refresh in the edit resource view whenever relevant fields are changed or the record is saved. This would ensure the resource ID stays alig...

Feature Request: Copy and Reuse BOEs with ESIs Across Proposals Summary: Introduce the ability to copy BOEs, including their associated ESIs, to other proposals and save them to a centralized Library for reuse. The feature will enforce RAM-based a...

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: 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...