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Maintain Formula Links when Replacing All

Description: Maintain Formula Links when Replacing All
Guest 2 days ago in BOE Pro 0 Future consideration

Task Totals on the Estimates View

Description: The ability to see the total for each task on a WSB.
Guest 2 days ago in BOE Pro 0 Future consideration

Three Point Estimating feature in BOE Pro

Description: Add a feature to allow 3 point estimating in BOE Pro. Use Case/Example: Feature exists in CE but having it available in BOE Pro would allow a larger estimator userbase to have access to it while writing BOEs
Guest 3 days ago in BOE Pro 0 Future consideration

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 17 days ago in BOE Pro 0 Future consideration

Agentic AI for Fomula Generation

Description: 1 Add AI logic to the formula generation engine to automatically deselect formulas that likely contain dates or unrelated text data. 2 Add AI-based naming logic to automatically rename each formula with a descriptive name and descript...
Aaron Hale 11 days ago in BOE Pro 0 Planned

Access Tags for Locations/Folders (folder rights)

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 1 month ago in BOE Pro 0 Planned

User Roles Access for Authorization Server.

Description: Allow Role Based Access in Authorization Server Use Case/Example: Certain user will have access to add new users to Authorization Server but not add, update, or even see licenses.
Guest 23 days ago in Authorization Server 0 Planned

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

Move Access Tags and roles for all products to Authorization Server.

Description: Current there is overlap between products on the use of Access Tags. Move all access tag management to Authorization Sever so access tag can be managed in one place. Use Case/Example: Currently a user my access several different produ...
Guest 3 months ago in Authorization Server 2 Planned

Unassigning All Access Tags

Description: Access Tags can be temporary. Currently, if they are used, they cannot be deleted. Add an option to Unassing All to the access tag. Clicking the unassign all will remove the access tag from all assigned places. Use Case/Example: An ac...
Guest 3 months ago in BOE Pro 0 Future consideration