BOE Pro

Feature Request: Bulk PBS Renumbering Summary: Enable users to copy and paste over the number and name of PBS items in bulk, allowing for efficient renumbering or renaming without breaking existing connections. The feature should prevent the creat...

Feature Request: Override Direct Cost Per Month in BOE Pro Description: Enable users to override the direct cost per month within BOE Pro. This functionality will allow users to input actual costs for months where completed work has already occurr...

Feature Request: Section Settings for Formatted Actuals and Skill Mix Description: Introduce a section-level configuration that enables administrators to restrict specific sections to accept only Formatted Actuals or Skill Mix data types. This ens...

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: Default Task Description Naming Summary: Provide configurable default naming patterns for task descriptions to standardize how tasks are labeled across proposals. Problem Statement: Inconsistent task descriptions make it harder to...

Feature Request: Valid currency selections when adding a resource Summary: Ensure that only valid and supported currencies can be selected when adding resources, preventing configuration and calculation errors. Problem Statement: Users may inadver...

Feature Request: Reset BOE Workflow After What-If Runs Summary: Automatically reset the workflow status of any affected BOEs on a proposal when a What-If is executed, and notify the corresponding workflow assignees that their BOEs require re-revie...

Feature Request: Add "spread by amount" on initial resource entry Summary: Enable users to specify a total amount (in addition to a percentage) the first time they add a resource, so that allocation can be spread based on a fixed amount without re...

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: Proposal Event Notifications for Owners/Managers Summary: Enable proposal owners and managers to configure and receive notifications when key events occur on their proposals. This includes updates such as new attachments, status c...