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BOE Pro

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Row View for the detailed inputs

Description: The ability to list month values on rows instead of columns Use Case/Example: When copying and pasting from Excel, month values are usually listed in rows. We need the ability to copy past years row by row on the BOE and Estimates view.
Guest 7 months ago in BOE Pro 0 Future consideration

Only Submit Finalized BOEs

Description: Add a toggle when submitting to CE to only submit finalized BOEs. Use Case/Example: I don't want draft finalized BOEs in my CE proposal.
Guest 7 months ago in BOE Pro 0 Future consideration

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 over 1 year ago in BOE Pro 0 Planned

Turn off the Home Dashboard

Description: Not all users need access to the Win/Lose Information. It would be nice to have the ability to restrict access to that dashboard or to exclude information for specific users. Use Case/Example: If an estimator logs in, they will only s...
Aaron Hale 8 months ago in BOE Pro 0 Future consideration

Ability to "Favorite" Proposals for Quick Access

Description: Add ability to "star" or "favorite" proposals for quick access from the dashboard and proposal list views. Use Case/Example: As the pool of proposals increases, this feature would enable one-click access to frequently used proposals t...
Guest 8 months ago in BOE Pro 0 Future consideration

Add a Banner Message like in CE

Need to be able to identify the different database setup.
Guest over 1 year ago in BOE Pro 0 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 about 1 year ago in BOE Pro 0 Future consideration

PBS Permissions for creating a PBS only as a child

Description: Need the ability to limit authors from creating PBS at root. Use Case/Example: My BOE Author may been to create a Level of the PBS, but they should not be able to create a new root level. For example, the proposal may have WBS as the ...
Guest 8 months ago in BOE Pro 0 Future consideration

Unlock Proposal in Multiple Places

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

List Section Value Ordering

Description: Current list sections sort values alphabetically. List values need to be sorted by order of entry with the option to reorder them. Use Case/Example: Every list will have values that are more important than others. (These values are us...
Kenny Louden 9 months ago in BOE Pro 0 Future consideration