Feature Request: Audit alerts and report for unassigned BOE estimates
Summary:
Provide proposal owners with proactive alerts and reporting to ensure all calculated hours in a proposal have corresponding estimate assignments. This includes a submission-time popup, an audit report of BOEs with unassigned estimates, and an “All Assigned” indicator on the BOE list.
Problem Statement:
Proposal owners currently lack a simple, reliable way to confirm that all calculated hours in a proposal have been assigned estimates. This can result in unassigned hours going unnoticed at submission time, reducing confidence in the proposal’s accuracy and potentially causing rework, missed effort, or incorrect pricing.
Proposed Solution:
When a user submits a proposal, display a popup that checks for any BOEs with unassigned estimated hours and clearly informs the user if any exist.
Provide an option from this popup (and/or from the proposal/BOE view) to generate and print an audit report listing all BOEs with unassigned estimates, including relevant identifiers and details needed to correct them.
Add an “All Assigned” column to the BOE list view that indicates whether all calculated hours for each BOE have been fully assigned estimates (e.g., a clear Yes/No or icon-based status).
Ensure the audit logic is consistent across the popup, report, and BOE list so that users always see the same assessment of assignment completeness.
Benefits:
Increases confidence that submitted proposals accurately reflect all estimated hours.
Reduces the risk of overlooked unassigned estimates that could lead to mispricing or scope gaps.
Saves time by giving users a quick, at-a-glance indicator of assignment completeness on the BOE list.
Improves auditability and review processes through a printable report of BOEs needing attention.