BOE Pro

Feature Request: Attach New CE Sync Items to BOE Version Summary: Ensure that new resource assignments, estimates, trips, and distributions created via sync from CE are automatically associated with a new version of the BOE, so users can clearly s...

Feature Request: Bulk Archive and Restore Proposals Summary: Enable users to select multiple proposals and perform archive or restore actions in a single operation. This capability will streamline proposal lifecycle management, reduce manual effor...

Feature Request: Restrict Copying and Library Saving for Contract-Specific Proposals Summary: Add a configurable setting that prevents users from copying tasks and BOEs from certain proposals and from saving those proposals’ BOEs to the shared lib...

Feature Request: Copy or Move BOE Between Tasks/PBS Elements Summary: Enable users to copy or move a Basis of Estimate (BOE) from one task or PBS element (PBE) to another without recreating it, so that BOEs can be efficiently realigned when the pr...

Feature Request: Incremental AI Formula Detection in BOE Summary: Enable the AI formula detection capability in the BOE to recognize and process only newly added formulas when rerun, without reprocessing or altering formulas that were previously d...

Feature Request: Notifications when users are removed from proposal access Summary: Notify proposal and PBS owners when a user loses access to in-work proposals so they can promptly reassign responsibilities. The system should automatically remove...

Feature Request: Customizable Summary Information Per Tab Summary: Allow users to configure which summary fields and metrics are displayed in each tab, so they can tailor the visible information to their specific workflows and priorities without a...

Feature Request: Nested ER-Based Derivative Estimates Summary: Enable users to perform derivative estimates on other derivatives, specifically allowing Estimated Results (ERs) to be used as the basis for additional ERs. This would support multi-st...

Feature Request: Subtotals in All Relevant Tabs Summary: Add subtotal calculations to the Calculations, Direct, ER Results, and Travel tabs so users can quickly see intermediate totals without exporting data or manually summing values. This will p...

Feature Request: Incremental AI Formula Updates Summary: Enable the AI to perform incremental, repetitive update passes that identify and generate only new or missing formulas, without reprocessing or modifying formulas that have already been crea...