Add Create Access Tag to the assign access tag screen
Description: Add "Create Access Tag" feature to the Assign Access Tag screen Use Case/Example: When assigning an access tag to a user or proposal, I realize I don't have the tag I need. I would like to be able to create the needed tag directly fro...
Aaron Hale
about 2 hours ago
in BOE Pro
0
Future consideration
Remember collapsed and Expanded state for BOE View and Estimates View
Description: Remember the collapsed and expanded state for BOE View and Estimates View Use Case/Example: The User collapses all the PBSs on the BOE or Exanimates View. When they leave the new and return, the tree is fully expanded again.
Notify User when Leaving the RAM, if any workflow role remains unassigned.
Description: Notify the user when they try to leave the RAM without assigning all the users to the workflow steps. Use Case/Example: It's easy to forget to go to the user workflow assignment after adding the RAM groups.
Maintain PBS Visibility when editing a PBS/Task on the BOE View
Description: Maintain PBS Visibility when editing a PBS/Task on the BOE View Use Case/Example: When editing a task, the user often needs information from the PBS list that they currently cannot see.
Allow to save BOEs to the Library when the Proposal does not have workflow
Description: When a proposal does not use workflow, there is currently no way to save those BOEs to the Library. Use Case/Example: Often, small proposals will not have workflow steps, but those BOEs are useful for the library.
Aaron Hale
3 months ago
in BOE Pro
0
Future consideration
Description: The ability to assign access tags to locations. The user cannot see the area to select if they do not have the access tag for that location, and they cannot see the proposal saved in that location even if they have access otherwise. U...
Aaron Hale
about 2 months ago
in BOE Pro
0
Planned
Summary Field Mapping and Summary Field List Values Sync
Description: Summary Field Mapping and Summary Field List Values Sync Use Case/Example: The user needs to maintain a set of summaries of fields and their mapping in CE, and sync that mapping and the summary field list values from CE.
Guest
about 1 month ago
in BOE Pro
0
Future consideration
