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BOE Pro

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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 about 1 year ago in BOE Pro 0 Planned

CTRL and Shift to multi-select on the Estimates View

Description: CTRL and Shift to multi-select on the Estimates View Use Case/Example: Most of the time, on the estimates view, I want to select only one PBS. To select a new PBS, I have to deselect the current one in order to select a new one. It wo...
Aaron Hale 3 months ago in BOE Pro 0 Planned

ER's Library

That ability to have a predefined set of ERs can be selected at the BOE.
Guest about 1 year ago in BOE Pro 1 Planned

Open Instruction in a different window clicked.

Description: when the user clicks the instructions for a BOE section. Open those instructions in a different browser tab. Use Case/Example: The user may need to see the instructions and work on the BOE simultaneously.
Guest 7 months ago in BOE Pro 0 Planned

Warn Users with Replace All

Description: Add a warning if the user selects replace all for the import type. Should require the user to acknowledge that proceeding will delete everything before proceeding. Use Case/Example: The user is a few resources selecting replace all re...
Guest 7 months ago in BOE Pro 0 Planned

Auto-number for Resource ID.

Description: Add the ability to have a numeric value instead of all the resource fields when importing from CE. The user would need to ability to select which fields are used to make the Resource ID with a numeric value to make it unique. Use Case...
Guest 7 months ago in BOE Pro 0 Planned

Automatically unlock Proposal and BOE when changes are synced from Contractor Edition

Implement an automatic unlocking mechanism for Proposals and BOEs when changes are synced from Contractor Edition. This feature should ensure that any updates made in the Contractor Edition are immediately reflected and editable in the correspondi...
Aaron Hale 11 months ago in BOE Pro 0 Planned

Do not force text format in Header/Footer BOE Sections.

Currently, the text format in the Header and Footer sections of the Basis of Estimate (BOE) documents is fixed when the "Lock Font Settings" is toggled on, limiting users' ability to customize these sections according to their needs. Propose an en...
Guest 11 months ago in BOE Pro 0 Planned

Add formula name popup bubble in BOE Section test

A BOE with multiple formulas can be difficult to trace to the Calculations tab. Having a formula display its associated name on the Calculations tab when hovering the mouse pointer would be helpful.
Guest 11 months ago in BOE Pro 0 Planned

Print Attached File Names in Bid Cost Worksheet

Enable BOE Pro to print the names of attached files in the Bid Cost Worksheet, similar to Contractor Edition (CE). This allows users to easily identify if files are attached to the BOE, enhancing visibility and documentation during bid preparation.
Guest 7 months ago in BOE Pro 0 Future consideration