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9 Not supported for the current status
Status Planned
Workspace BOE Pro
Created by Guest
Created on Jul 29, 2025
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit PPBOE-I-397 Confirmation and cascading deletion for BOE-linked calculations and estimates.

Cascade Delete BOE and Resources Merged

Feature Request: Cascade deletion of BOE-related resources

Summary:
Enable automatic cascade deletion of all BOE‑linked elements (such as resources, travel, and other cost items) when a BOE is deleted from a proposal. This ensures that removing a BOE also removes its dependent items in a single action, keeping the proposal clean and consistent without additional manual cleanup.

Problem Statement:
Currently, when a BOE is deleted from a proposal, any associated elements (resources, travel entries, and other related items) remain in the proposal. Users must manually identify and remove each of these dependent items, which is time-consuming and prone to error. This can lead to orphaned data, inconsistent proposal structures, and incorrect cost or resource calculations if associated elements are overlooked.

Proposed Solution:
Implement a cascade delete mechanism for BOEs within a proposal:

  • When a user deletes a BOE, automatically identify and delete all elements that are explicitly assigned to that BOE (e.g., resources, travel, and other linked cost items).

  • Provide a confirmation dialog summarizing what will be deleted (BOE + count or list of associated elements) so users understand the impact before confirming.

  • Ensure that only items directly tied to the deleted BOE are removed; elements shared with or linked to other BOEs or proposal structures should be preserved.

  • Optionally provide an audit log or activity record noting the BOE deletion and the associated elements that were removed.

  • If any element cannot be safely deleted (e.g., referenced elsewhere), clearly indicate this to the user and preserve those items with appropriate messaging.

Benefits:

  • Reduces manual cleanup effort when removing BOEs from proposals.

  • Minimizes the risk of leaving orphaned resources, travel entries, or cost items that distort proposal data.

  • Improves data integrity and consistency across proposals by keeping BOE structures and related elements aligned.

  • Speeds up proposal maintenance and iteration, especially for complex proposals with many BOEs and linked elements.

  • Enhances user confidence and satisfaction by making BOE deletion behavior predictable, transparent, and efficient.

2 MERGED

Estimates not removed after formula removed.

Merged
Feature Request: Cascading deletion of estimates when formulas are removed Summary: Introduce a configurable setting in proposal properties that automatically removes associated estimates and formula markers when a calculation formula is deleted. ...
over 1 year ago in BOE Pro 0 Planned