BOE Pro

Feature Request: Calculated Columns in Material View Summary: Enable users to add custom calculated columns directly in the material view grid. Calculations should reference existing fields, apply common functions (e.g., sum, average, min/max), an...

Feature Request: Saved views and quick switching for Material View Summary: Enable users to create, name, and save reusable views in the Material View that capture selected columns, column order and widths, sort order, and filters. Provide a fast ...

Feature Request: Proposal Breakdown Structure Bar – Reduced Indentation White Space Summary: Improve the proposal breakdown structure (PBS) toolbar so that nested folder levels do not create excessive indentation and vertical white space, allowing...

Feature Request: Maintain Proposal Location on Archive/Restore Summary: Automatically return a restored proposal in BOE Pro to its original location. If the original folder path no longer exists, recreate it so the proposal is placed correctly wit...

Feature Request: Auto Name Formula from Surrounding Text Summary: Enable BOE Pro to automatically generate a formula name by selecting a few words immediately before or after the formula within the BOE text. This will create meaningful, contextual...

Feature Request: Configurable Access to Win/Lose Home Dashboard Summary: Introduce configurable access controls for the Win/Lose Home dashboard so that administrators can restrict visibility by role, user group, or individual user. This ensures th...

Feature Request: FEE and POP Inheritance at PBS Level Summary: Enable users to define FEE overrides and Period of Performance (POP) at the PBS (e.g., CLIN) level so that all underlying tasks automatically inherit the specified FEE% and/or are cons...

Feature Request: Option to include workflow log and reset steps when copying proposals Summary: Enable users to optionally include the workflow log and reset workflow steps when copying a proposal in BOE Pro. By default, the workflow log remains e...

Feature Request: BOE Checklist Section and Workflow Gate Summary: Introduce a required, customizable BOE Checklist as its own BOE Section that must be fully completed before a proposal can advance. This ensures all key proposal steps are tracked, ...

Feature Request: Time-Phased Estimates in BOE Detail Report Summary: Add support for time-phased estimates within the BOE detail report in BOE Pro so that effort and cost can be distributed across time periods (e.g., months, quarters, or fiscal ye...