Feature Request: Sync CE Templates when creating BOE Pro proposals
Summary:
Enable users to select a CE template during BOE Pro proposal creation so that Proposal CERs, task and resource selections, and table selections are automatically imported from CE. This provides a consistent, template-driven starting point for proposals while preserving the current non-template workflow for users who do not use CE templates.
Problem Statement:
Today, estimators who need proposals in BOE Pro to align with standardized CE templates must manually configure Proposal CERs, tasks, resources, and tables to match CE. This manual process is time-consuming, error-prone, and can lead to inconsistent proposal setups across the organization. There is no direct way to drive BOE Pro proposal configuration from a selected CE template at the time of proposal creation.
Proposed Solution:
Allow users to optionally select a CE template when creating a new proposal in BOE Pro.
When a template is selected, authenticate against CE as needed and perform a one-time import of the following from the chosen CE template into the new BOE Pro proposal:
Proposal CERs
Task selections
Resource selections
Table selections
If no template is selected, proposal creation in BOE Pro should behave exactly as it does today, with no change to existing workflows.
The template-based import should be a single copy operation at proposal creation time, with no ongoing synchronization or back-propagation of changes between BOE Pro and the CE template.
Surface clear messaging in the UI that the configuration is a one-time copy and that subsequent changes to the CE template will not auto-update existing BOE Pro proposals.
Benefits:
Reduces manual configuration effort and setup time for new proposals.
Improves consistency and standardization of proposals across the organization by aligning them with approved CE templates.
Decreases the risk of configuration errors and omissions in Proposal CERs, tasks, resources, and tables.
Preserves current workflows and flexibility for customers who do not use CE templates or prefer manual configuration.
Strengthens alignment between BOE Pro and CE while maintaining clear boundaries and expectations around synchronization behavior.